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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

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.

2019 budget

20 March, 2019

Canada’s Budget 2019-2020

The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights.
Read More

wealth

14 March, 2019

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.
Read More

1 March, 2019

Video: Making Tax Season Easier

Tax season just got a little easier for IPC Private Wealth clients. Starting the week of March 25, 2019, you will receive your personalized 2018 IPC Private Wealth T
Read More

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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