Donald Bell, B.A., J.D., CFP, R.F.P., TEP
Vice President and Will & Estate Consultant
A graduate of the University of Winnipeg, Donald Bell received his Juris Doctor from the University of Manitoba, and was called to the Manitoba Bar in 1984.
Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations.
Donald Bell is a lawyer who has held senior positions with several investment and life insurance companies. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their advisors.
Donald is a member of the Society of Trust and Estate Practitioners (STEP), the Institute of Advanced Financial Planners and the Financial Planners Standards Council (FPSC). He has spoken at numerous industry gatherings and public seminars on investment, estate, financial planning, and insurance matters.
Donald works closely with Kirk to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, you will be provided with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
James Kopp, B.Comm (Hons)
Estate Planning Specialist
James Kopp is a valuable member of Devlin Wealth Management Group, helping you create and preserve your wealth. James has over 10 years of experience in the financial services industry. He has a Bachelor of Commerce (Honours) from the University of Manitoba and has worked for two large insurance companies, as well as a financial management company that provided insurance solutions to medical professionals.
Working closely with Kirk, James employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
James can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, James evaluates various insurance offerings from Canada’s top-ranked insurance providers.
Doreen Costantini, CFP, CIM, CLU
Vice President and 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 Kirk in preparing and presenting comprehensive Compass Financial Plan.
At Devlin Wealth Management Group, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning.
Jeff Schultz, PFP
Financial Planning Consultant
Jeff has a career of over 20 years in the financial services industry starting back in 1989 with RBC. His experience includes working at two other large financial service providers specializing in planning for high net worth and high income earning individuals and their families. Jeff received his Personal Financial Planner (PFP) designation in 2004.
Jeff’s role along with Kirk, is to find the financial solution to meet your objectives, both now and in the years to come. With the strength and experience of RBC Dominion Securities, the complete range of financial and investment services are taken into consideration while your financial plan is being developed.
RBC Dominion Securities’ comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs. This personalized report should serve as a roadmap to help you make financial decisions in the future.