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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) and Certified Financial Planner (CFP). He 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.

Violet Pan brings more than 15 years of extensive banking, lending, wealth management experience to RBC Wealth Management, Private Banking. As a Private Banker, Violet Pan provides comprehensive wealth management and financial planning strategies to high-net-worth business owners, executives, professionals and their families.

Based in Winnipeg, Violet works with a select number of clients in Manitoba to address their often-complex banking, credit and wealth management needs through customized banking and financial solutions. Her goal is to deliver unparalleled service while building lasting relationships based on a thorough understanding of each client's unique needs and goals.

When necessary, she collaborates with specialists across RBC to provide clients with a complete range of complementing services. Ranging from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit, Violet can propose targeted strategies to help clients achieve their short and long-term goals.

Violet draws on more than 15 years of experience in the financial services industry, consisting of a range of retail banking and wealth management roles.

Clients also benefit from the knowledge Violet gained as a Business Manager, Trade finance at Industrial and Commercial Bank of China.

After earning a Bachelor of Economics majoring in Finance, Violet has continued to deepen her knowledge and experience with key industry designations such as PFP®, which helps her provide effective financial planning advice to her clients. To support the community, she is engaged actively in Chinese community cultural events as well as volunteers at Winnipeg Harvest and United Way.

Away from the office, Violet enjoys travelling, camping, and kayaking with her husband and their two dogs.

As a Premier Banking Advisor for the Greater Winnipeg Region, Lori works as a single point of contact providing banking and credit solutions for select high net worth individuals and their families. Acting as a single point of contact, she provides personalized service, and tailored advice to efficiently manage clients' day-to-day banking needs.

Lori has been with RBC for 33 years, with extensive experience in our Retail Banking Network. Prior to her current role, Lori worked as a Financial Advisor within the Winnipeg Region, providing personalized financial advice and credit solutions for all personal and business banking clients. Lori provides exceptional customer service and focuses on building strong client relationships.

Lori is committed to giving back to her community, and volunteers with numerous local charities within her community. Born and raised in Winnipeg, Lori is married and has two adult sons. She enjoys skiing, hiking, kayaking , and spending time with family and friends. 

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.