Financial Planning Specialist
Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, where she assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Doreen assists clients in addressing all areas of their wealth by using a holistic approach to Financial Planning.
Doreen believes that planning is critical to helping people meet their financial objectives. Doreen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Will & Estate Consultant
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.
Estate Planning Specialist
James Kopp, B.Comm. (Hons)
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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.
RBC Private Banking Premier
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.