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 taught regularly for the CSI Global Education Inc. (formerly known as the Institute of Canadian Bankers) on various planning and compliance matters. He has spoken at many industry gatherings including the Strategy Institute and the C.A.F.P. Annual Conventions on investment, estate, financial planning, and insurance matters. In addition, he has spoken at numerous public seminars on these topics.
Donald is also very active in his community where he is involved with a number of charitable organizations.
James Kopp, B. COMM (HONS)
Estate Planning Specialist
James is our highly qualified Insurance Specialist.
He has over 10 years of experience in the insurance industry, having worked for two major insurance companies and a major financial planning services company. James works closely with our group to help create and preserve wealth, either on a personal or corporate level. Following a comprehensive process to assess your needs, James will recommend tax-exempt insurance solutions that will help you achieve your wealth management objectives and identify estate planning opportunities for you to explore in further detail with your own lawyer or accountant.
Jeff Schultz, CFP
Jeff is an accredited Financial Planner and has over 20 years experience working in financial services.
Focusing on financial planning for high net worth families, Jeff will help with the coordination of your investments, insurance and estate strategies to your financial plan. His experience enhances my own accreditation and experience as holder of the CFP (Certified Financial Planner) designation.
Doreen Constantini, CFP, CIM, CLU
Vice President and Financial Planning Specialist
Doreen has been in the financial services industry since 1988. Through a comprehensive financial planning session with Doreen, we can provide you with an in-depth analysis and specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning.