Susan Kopas Private Banker, Private Banking, RBC Wealth Management Languages Spoken: English  Contact Me

A little about Susan Kopas

Susan Kopas brings more than two decades of experience in financial services to her role as Private Banker. A New York native, Ms. Kopas now provides comprehensive financial management to select clients and their families throughout the Greater Toronto Area.

Ms. Kopas began her career in medicine, managing a high-risk outpatient unit prior to her move to Canada in 1989. Entrepreneurial by nature, she then developed the In Home Respite Program for Halton Region in Ontario and published "The Caregiver Resource", a guidebook outlining the community programs and resources available to Halton residents.

Her first love, however, was financial management, to which she eventually returned. Her significant career and focus on people has honed Ms. Kopas’ ability to serve her clients through all stages of their financial lives.

Guided by her philosophy of helping families focus on what’s important by creating a sound plan for a healthy financial future, Ms. Kopas designs sophisticated banking, personalized short- and long-term lending, and flexible credit packages for her clients. And through the RBC Financial Group and external professionals, she creates a customized financial investment team (FIT) to meet each client’s needs. The fulcrum of the FIT philosophy is the family – its beliefs, attitudes, needs and desires. After Ms. Kopas creates a “future-proof” financial plan, the FIT team executes it, covering all aspects of cash management, equity and fixed income management, business banking, estate planning, and domestic and international trusts.

A believer in continuous improvement of both mind and body, Ms. Kopas received her Science degree from Adelphi University in New York followed by her MBA from the Ivey Business School at the University of Western Ontario. She has since earned her Financial Management Advisor, Personal Financial Planner (Gold Medal Distinction) and Certified Financial Planner designations. Ms. Kopas is also a member of the Financial Planners Standards Council. Ms. Kopas is equally active outside the office, taking part in numerous RBC fundraising events and enjoying time with family and friends.