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Our exclusive clientele benefit from high-quality advice and support tailored to their needs. Our services encompass a wide range, including intergenerational wealth transfer, business succession planning, full-family education, and more.
Senior Portfolio Manager & Wealth Advisor
With over 30 years of wealth and investment management experience, Susan Kopas is a Senior Portfolio Manager, Family Enterprise Advisor, and Financial Planner. Having lived in New York for the first half of her life, Susan possesses extensive knowledge of U.S. markets and understands the unique considerations for U.S. citizens residing in Canada.
Susan has developed tailored solutions for her clients, adhering to a "less is more" philosophy. This approach enables the team to deliver focused strategies and exceptional service. Susan serves as clients' dedicated "wealth quarterback," overseeing comprehensive wealth strategies and planning within a "family office" framework. Her meticulous attention to detail and high client satisfaction have earned her prestigious accolades, including the Council Award from RBC consecutively over two decades.
With extensive experience and expertise, Susan is licensed to offer discretionary trading, empowering her to make investment decisions for her clients. Leveraging institutional offerings ensures diversification and top-tier wealth management oversight.
Prior to founding Kopas Advisory Group, Susan demonstrated her exceptional leadership skills by successfully building the RBC Oakville Private Banking office over 14 years as a Senior Private Banker. Her diverse skill set, and experience have greatly benefited her clients.
Susan holds an MBA from the Ivey School of Business at the University of Western Ontario and an M.Sc. from Adelphi University in New York. Committed to ongoing professional development, she has earned the Family Enterprise Advisor (FEA) designation from The Sauder School of Business at the University of British Columbia. Susan also holds the Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM), and Certified Financial Planning (CFP) designations. She is a Fellow of the Canadian Securities Institute (FCSI).
Active in professional associations, Susan is more than a member, she is an active contributor to the Financial Planners Standards Council and the Institute of Family Enterprise Advisors. Her involvement in these esteemed organizations is a testament to her commitment to staying at the forefront of industry trends and best practices. Outside of work, she enjoys golf, outdoor activities, and spending time with her family.
Senior Associate Advisor
Byron is a dedicated professional known for his efficiency, attention to detail, and commitment to delivering an exceptional client experience. With over a decade at Kopas Advisory Group, he consistently exceeds expectations, demonstrating a passion for excellence, proactive initiative, and expertise in RBC's systems, processes and planning as a Senior Associate Advisor.
Fully licensed in trading and client management, Byron is efficient in ensuring clients' needs are met promptly and effectively. His qualifications include an Honours degree from the University of Toronto and completion of numerous courses through the Canadian Securities Institute.
Beyond his professional endeavors, Byron enjoys spending time with his wife, Brittany, and their young son and daughter. Whether taking the kids to activities or enjoying leisure moments with family and friends, they cherish their time together.
A driven and enthusiastic individual, Alison embarked on her career at RBC over a decade ago, following her university education. With a diverse background within the bank, she found her calling over ten years ago when she joined the brokerage arm and is a Senior Associate Advisor. Passionate about coaching, trading, and addressing client inquiries, Alison brings a team-oriented mindset to her interactions, emphasizing the importance of collaboration.
Fully licensed and equipped with extensive training from the Canadian Securities Institute, Alison is well-prepared to serve her clients effectively.
Outside work, Alison and her husband Ryan are kept busy raising and mentoring their two active children, who are deeply involved in various sports activities. The family enjoys staying active and engaged together.
Administrative Assistant
Tricia has accumulated a wealth of experience over the last 20 years working as a professional in client management. This extensive background speaks to her deep understanding of client needs, effective communication skills, and the ability to build lasting relationships. Tricia's track record showcases her proficiency in navigating complex client situations, delivering exceptional service, and maintaining a high level of professionalism.
Outside of the office, she has a lifelong passion for the arts and adores her family including her two Maltipoo puppies.
