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We continually strive to be the Premier Wealth Management provider to our clients.

 

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Dean Trudeau, B.Comm., CFP®

Wealth Advisor

Jennifer O'Bryne

Administrative Assistant


Why should you choose us?

Pull up a chair, and let us tell you our story.

 

Don't just chase your dreams

Let us help you plot a path!

Choose to work with OPES Wealth Management and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

18 January, 2019

Our Perspective – A Case of Market Flu

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, tackles the causes for the recent market volatility, and points out that there is goo
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blog img

16 January, 2019

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner
Read More

net worth

15 January, 2019

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a che
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The Cost Of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Financial Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
Learn More
 

Audiocasts

Listen to insights from our market specialists  

 

 

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