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.
Sam Goheen, B.Ed, LL.B
Vice President and Will & Estate Consultant, RBC Family Office Services
Sam earned his Bachelor of Laws degree from the University of British Columbia in 2001. He was called to the Bar of Alberta in 2002, and the Bar of British Columbia in 2004.
Prior to joining RBC, he practised law for a number of years at a mid-sized regional firm. In addition to practising as a Will, estate and trust advisor, he also engaged in a general business law practice, including the structuring and restructuring of businesses, acquisitions, as well as commercial lending and security.
Sam has acted as pro bono counsel for a number of societies in the past, and continues to assist such societies as an advisor. He is a member of the Canadian Bar Association, and participates in the Wills and Estates subsection.
Sam would be pleased to discuss your Will, estate and trust matters and assist to ensure your intentions are carried out in an elegant and tax-efficient manner.
Richard Chang, CPA, CA
Financial Planning Specialist, RBC Family Office Services
Richard is a Chartered Professional Accountant (CPA, CA) and brings a broad range of experience to his role as a Financial Planning Specialist. He has completed all three levels of the Chartered Professional Accountants of Canada’s In-Depth Tax Course and holds a Bachelor of Business Administrations degree from the University of Toronto.
Prior to joining RBC, Richard was a Tax Manager at one of the world’s leading accounting firms. In his previous role, he specialized in advising business owners on merger and acquisition transactions, as well as implementing tax planning solutions for high-net-worth individuals and private corporations. Richard is fluent in Mandarin and had spent years in Asia working with owner- managers on tax planning and cross-border transactions across the region.
Richard’s role is to work and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.
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.
