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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'Byrne

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
Independent

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

Involved
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
Knowledgeable

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
Strategic

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

Consistent
Consistent

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

Committed
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.

Light at the End of the Tunnel

23 October, 2020

Light at the End of the Tunnel

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan examines the catalysts impacting economic recovery and resiliency that the world has s
Read more

our perspective

16 July, 2020

A New Economy is Emerging

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares reasons for the strong market recovery in Q2, and explains that we are witness
Read more

Estate Planning

16 June, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.
Read more

The Cost Of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

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
 

Market Monitor

Listen to insights from our market specialists  

 

 

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