Our Specialists

As a Business Owner Specialist, High Net Worth Planning Services, Faisal, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Faisal specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.

Ne jamais faire du surplace.

Pour James Kopp, s’il y a un sentiment pire que tout autre, c’est de faire du surplace dans la vie.

« Je veux avoir l’impression de toujours progresser. Entre autres, il s’agit de revoir régulièrement votre planification successorale afin de tirer profit de toute nouvelle opportunité et de l’adapter à tout changement dans votre situation. »

Dit simplement, James a une connaissance approfondie des besoins de clients fortunés et il travaille en symbiose avec leur équipe de conseillers afin d’identifier la meilleure solution.

James Kopp élargit ses horizons à tous les jours et il compte plus de 20 ans d’expérience à éduquer ses clients quant au recours stratégique à l’assurance. Il apprécie beaucoup rencontrer des clients incertains à propos de l’assurance, parce qu‘il est en mesure de les éclairer.

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.

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.