Our Extended Team

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.

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.

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.

Dustin is a Chartered Professional Accountant (CPA), has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course, and holds an Honours Bachelor of Commerce degree from the University of Manitoba with a major in Accounting.

In his previous role as a tax manager at one of the major global accounting firms, Dustin specialized in providing tax planning services to high-net-worth individuals, private corporations, owner-managed businesses, estates, trusts and partnerships. His work focused on tax minimization strategies, reorganizations, and succession planning.

Dustin’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.

Daniel holds a Chartered Professional Accountant (CPA, CA) designation with CPA Canada and a Financial Planning (F.Pl.) designation with the Institut Québecois de Planification Financière (IQPF) in Quebec. He received his Bachelor of Commerce and Graduate Diploma in Accountancy from Concordia University in Montreal. He has also completed the CICA In-Depth Tax Course.

Daniel has over 30 years of progressive experience in accounting, taxation and the financial services industry. He has acquired extensive experience in corporate and personal taxation and providing wealth planning to high-net-worth families and business owners.

Daniel’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

As a Private Banker with RBC Wealth Management, Private Banking, Matthew Nishi provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in Manitoba.

Mr. Nishi has worked in financial services for over 15 years and joined RBC in 1999. Prior to joining Private Banking, he worked with business owners and employees as a Group Retirement Consultant to help develop comprehensive group retirement plans. He has also served as Branch Manager for RBC Royal Bank at the St. Anne’s and Avondale branch.

Mr. Nishi now works closely with his clients to provide seamless, unparalleled banking and financial solutions for clients with often-complex banking and credit needs. As needed, he partners with specialists from across RBC to provide a complete range of complementary services, from investment management to estate and philanthropic strategies, domestic and international trust services.

Mr. Nishi holds the Personal Financial Planner (PFP) designation, which gives him insight into the ongoing needs of his clients – both from a planning and a taxation perspective, as well as the Retirement Plans Associate (RPA) designation available through the International Foundation of Employee Benefit Plans.

Born and raised in Winnipeg, Mr. Nishi is active in his community as a volunteer hockey and soccer coach. He has taken part in regular fundraising for the United Way, Habitat for Humanity and the Teddy Bears’ Picnic in support of the Children’s Hospital of Manitoba Foundation, and sits on the HR sub-committee for the Board of Directors of Community Financial Counselling Services (CFCS). Mr. Nishi is an avid golfer and enjoys spending time with his wife and two children at the family cottage at Falcon Lake.

As a Private Banker with RBC Wealth Management, Private Banking, Ryan Schwab provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Winnipeg, Ryan works with clients throughout Manitoba to address their often-complex banking, credit and wealth management needs with seamless banking and financial solutions. When required, he can also work collaboratively with specialists from across RBC to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies.

Mr. Schwab has been in financial services for 15 years. Prior to joining Private Banking, he was a senior manager with another major Canadian financial institution, where he advised rural and agricultural business banking clients. Before this, he was a financial advisor for several years, and would go on to lead a dynamic team as the manager for two separate bank branches in Winnipeg.

Mr. Schwab holds a diploma in business administration from Red River College and a certificate in financial services advice. He has also achieved the Personal Financial Planner (PFP), which helps him provide effective financial planning advice to his clients.

A lifelong Winnipegger, Mr. Schwab is active in the community and has fundraised and led initiatives for the United Way, Habitat for Humanity and the Christmas Cheer Board, a local organization that coordinates Christmas hampers for needy families. Away from the office, he and his wife and their two young children enjoy the cottage, camping and time out on the lake. He can also be found curling, golfing or cheering on his favourite sports teams.

Corinne Popoff brings over 25 years of financial services experience to her role as a Private Banker working with clients in Winnipeg and Thunder Bay, including 10 years as an accredited financial planner working with high-net-worth-clients at RBC.

Ms. Popoff has achieved the "gold standard" Certified Financial Planner (CFP) designation, ensuring a professional and intelligent level of expertise when providing clients with discrete financial counsel, a sophisticated banking experience and a tailored suite of services.

Ms. Popoff works with a limited number of clients and their families to ensure a personal and dedicated relationship every time. Depending on her clients' individual needs, she creates packages that include high-end credit solutions, wealth management planning, business succession planning, estate planning and domestic and international trust structures. Through RBC, she has access to a vast network of specialists in Canada and in key markets worldwide. Her exemplary level of service and relationship management over the years has been recognized numerous times with awards for performance.

Married and actively involved in her community, Ms. Popoff keeps busy outside of the office with volunteer work and the extra-curricular activities of her three daughters.

As a Private Banker with RBC Wealth Management, Roberto Monteleone delivers comprehensive banking, wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in downtown Vancouver.

As a trusted advisor to his clients, Mr. Monteleone and his Private Banking team provide customized solutions that include complex credit structures, tax and retirement planning and sophisticated packages for managing daily banking and cash management needs. As needed, he partners with a range of experts across RBC to deliver investment management, Wills and estate planning, commercial banking, business succession planning and trust structures to meet his clients' domestic and international needs. 

Mr. Monteleone brings over a decade of professional experience in both personal and commercial banking. Prior to taking on the role of Private Banker, Mr. Monteleone spent several years as a commercial account manager and provided advice to a number of the largest technology and media and entertainment companies in British Columbia. This included complex credit structures, cash management and cross border services. Before specializing in commercial banking, Mr. Monteleone held roles as a Mortgage Specialist and Personal Financial Advisor. 

Originally from Prince Rupert, BC. Mr. Monteleone is an avid sports fan. Outside of the office, he can often be found playing golf, hockey and cycling or hiking with his wife. 

Roberto is a student of the Personal Financial Planning (PFP®) designation.

As a Private Banker with RBC Wealth Management, Private Banking, Ruby Dhillon brings over a decade of experience to her role. Based in Toronto, Ruby provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Ruby specializes in sophisticated credit, with demonstrated expertise across multiple financial products. She works with a select number of clients in the Greater Toronto Area to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

Prior to joining RBC, Ruby worked for another large Canadian bank, where she demonstrated her diverse expertise in roles including Senior Private Client Insurance Advisor, Financial Analyst and Community Small Business Advisor. During her time at the bank, Ruby significantly grew large portfolios, earned hundreds of thousands of dollars in donations and grants for grassroots initiatives, led and developed teams of 20+ at all organizational levels, and was consistently recognized for outstanding achievements. She also founded the bank's South Asian Diversity Committee.

Ruby is the founder of multiple philanthropic and diversity-focused initiatives, with a passion for working hard to both draw attention to and support various minority communities. Ruby is the founder of Pink Attitude Evolution and well as the former Vice President of Volunteer Engagement at Ascend Canada. She believes in diversity, inclusivity, gender equality and giving back to local organizations, and has been featured for this work in the Globe and Mail, the National Post, Drishti magazine, CTV News, CP24 and numerous other media outlets.

As a Premier Banking Advisor for the Greater Winnipeg Region, Wanda Lavallée works as a single point of contact, creating elevated value and personalized care with day to day banking and credit solutions for select high net worth individuals.

Wanda partners with Wealth Management Investment Advisors and Counsellors across the region, providing tailored advice to efficiently manage clients day-to-day banking needs.

She has worked in the financial industry for over 35 years and brings her passion, insight and specialized approach to create an elevated service experience ensuring wealth management clients day to day banking needs are being met.

Prior to her current position, she worked as an Associate, Credit Structures in Private Banking, with a focus on relationship management and implementing credit and lending solutions for high-net-worth clients.

Wanda is committed to giving back to her community, as she volunteers with a variety of charitable organizations. She is married with two young adults who are in University. She enjoys cycling, hiking and loves getting outdoors throughout all four seasons.

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. 

With 10 years of experience within the financial services industry, most recently having received his Retirement Plans Associate (RPA) designation, Aaron brings the expertise required to provide specialized advice that will optimize the benefits to you and your employees. Working directly with you, your HR department or your payroll personnel, Aaron will build a tailored solution that meets the goals and objectives of your organization as well as the needs of your employees. Once Aaron understands your specific requirements to customize your company’s Group Savings and Group Banking program solution, he will support and guide you through the development and implementation process.

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.

As a Senior Trust Advisor, Phylicia Rye serves clients throughout the Eastern Greater Vancouver and North Vancouver Island areas. Her focus on providing estate and trust advice and solutions to high net worth families has garnered her a strong reputation among her peers and is well known within the estate and trust industry for her ability to deal with complex issues.

Phylicia graduated from Simon Fraser University with a Bachelor of Arts (Economics). She also holds both the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations, and the Trust and Estate Practitioner (TEP) designation. She has over 24 years of industry experience and has leveraged the necessary technical and business development skills to provide clients with the right solutions for their unique circumstances.

Phylicia works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. 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, Phylicia can help.

Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the Bar in British Columbia and Ontario in 2004. She has achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner-managed Business course and all three levels of the In-depth Tax course through the CPA.

In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Prior to joining RBC, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.

Aileen is a committed community volunteer, currently serving as Treasurer of STEP Canada and as a board member of the Canadian Dupuytren Society. She is a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years) as well as other local not-for-profits in BC. She is also a member of STEP Canada, the Canadian Association of Gift Planners, as well as the Canadian Tax Foundation.