Our partners

Never stand still.

For James Kopp, there is one feeling worse than all others: that of standing still in life.

"I want to feel like I'm moving forward all the time. This includes regularly reviewing your estate plan to take advantage of any new opportunity, and adapting it to any changes in your circumstances."

Put simply, James intimately understands the needs of high-net-worth individuals and works in synergy with a client's team of advisors to come up with the best solution.

James Kopp expands his horizons every day and has more than 20 years of experience educating clients on the strategic use of insurance. He loves meetings with clients unsure about insurance, because he can see the light bulb go on.

Rebecca obtained a Bachelor of Arts from the University of Manitoba in 2009 and was awarded the program medal for highest standing in her degree program. She went on to obtain a Juris Doctor from the University of Manitoba in 2012 and was called to the Manitoba bar in 2013. Rebecca is a member of the Law Society of Manitoba.

Prior to joining RBC, Rebecca was in private practice in Winnipeg and practiced primarily in the areas of estate planning, incapacity planning, estate administration, real estate conveyance, and commercial law.

Dustin is a Chartered Professional Accountant (CPA), has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course, and holds an Honours Bachelor of Commerce degree from the University of Manitoba with a major in Accounting.

In his previous role as a tax manager at one of the major global accounting firms, Dustin specialized in providing tax planning services to high-net-worth individuals, private corporations, owner-managed businesses, estates, trusts and partnerships. His work focused on tax minimization strategies, reorganizations, and succession planning.

Dustin’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.

As a Premier Banking Advisor for the Greater Winnipeg Region, Wanda Lavallée works as a single point of contact, creating elevated value and personalized care with day to day banking and credit solutions for select high net worth individuals.

Wanda partners with Wealth Management Investment Advisors and Counsellors across the region, providing tailored advice to efficiently manage clients day-to-day banking needs.

She has worked in the financial industry for over 35 years and brings her passion, insight and specialized approach to create an elevated service experience ensuring wealth management clients day to day banking needs are being met.

Prior to her current position, she worked as an Associate, Credit Structures in Private Banking, with a focus on relationship management and implementing credit and lending solutions for high-net-worth clients.

Wanda is committed to giving back to her community, as she volunteers with a variety of charitable organizations. She is married with two young adults who are in University. She enjoys cycling, hiking and loves getting outdoors throughout all four seasons.

As a Senior Trust Advisor, Daryl Lindsay is responsible for managing a complex book of accounts, working with individuals, families and businesses to provide customized estate, trust and incapacity solutions. He has been serving clients throughout Manitoba, Southern Saskatchewan and Northwestern Ontario for more than seven years. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful 
transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Daryl can help. 
A graduate of TAFE – University of Southern Sydney with a Bachelor of Business in Accounting, Daryl has continued to deepen his knowledge with key industry designations including the Personal Financial Planning (PFP) and the Accredited Derivative Advisor (ADA) designations and, most recently, the Trust and Estate Practitioner (TEP) designation, which affords 
him membership in the Association of the Society of Trust and Estate Practitioners (STEP). 
Daryl is well known within the local estate and trust industry and delivers well-balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing 
solutions to implement clients’ estate and trust plans.