James Kopp

B.Comm. (Hons)
Vice President and Estate Planning Specialist

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.

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