Will & Estate Specialist
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.
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.
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.
Estate & Trust Advisor
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.
Premier Banking Advisor
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 Private Banker with RBC Wealth Management, Private Banking, Brian McCannell provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Neepawa, Brian works with a select number of clients throughout Manitoba to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions. Since graduating from Assiniboine Community College with a Business Diploma majoring in Financial Services, he has added numerous industry designations to his offering, including Certified Financial Planner (CFP®), and Personal Financial Planner (PFP®). Brian has been working in the financial services industry for 15 years. Prior to joining Private Banking, he was a Senior Financial Planner with RBC where he advised clients in rural Manitoba. All told, these credentials and experience add an additional layer of expertise to the sophisticated banking experience and tailored suite of services that he provides and customizes to the unique needs of each client.
In his role as Private Banker, Brian creates packages that include high-end credit solutions, wealth management planning, business succession planning, estate planning and domestic and international trust structures. Through RBC, he also works with a vast network of specialists in Canada and in key markets worldwide. Because he is able to work with a relatively small number of select clients, Brian is able to act as a dedicated relationship manager for his clients and their families. Over the years his exemplary service and attention to clients’ needs have earned him awards for outstanding performance and achievement.
An active member of his community, Brian has coached a number of sports including hockey and baseball. Away from the office, Brian enjoys spending time with his wife and their 3 boys. They enjoy camping, fishing, hockey and golf.
Contact Nestibo Wealth Management
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