We have partnered with the OPES Wealth Team to align our goals and dreams for a successful transition from work life to realizing our dreams in retirement. Their fully comprehensive approach to estate and tax planning as well as ongoing portfolio reviews provide us with financial stability. Thank you OPES Wealth Team for helping us understand what is needed for a successful retirement. - Donna and Andre Choquette
With Dean Trudeau and the OPES Wealth team, I feel I have, for the first time, a professional, results-driven process to reach my investment goals while still feeling like I am in the driver’s seat. He listened to our goals and dreams and designed an investment plan that clearly will help us achieve what we want. With the active approach on managing our investments Dean and the OPES team takes it makes us feel much better. - R. Jenkins - President, Jenkins Research Inc.
As a co- founder of a rapidly growing high-tech firm here in Ottawa I travel world wide and have many responsibilities pulling me in a variety of directions. Our company has gone from a boot strap tech firm to over 500 employees in just a few years. With the pressures and responsibly of such an undertaking I was looking for a Wealth Advisor who could provide me with Peace of Mind to handle all my wealth needs as well as some of the day to day lifestyle needs, I require. I was introduced to Dean Trudeau and IPC-OPES Wealth by our lawyer at the time and I can honestly say he has exceeded my expectations, on service levels, attention to detail as well as investment advice. I highly recommend any business owner or professional to have a chat with Dean. Jon Hughes – Founder Assent Compliance
Overall Satisfaction Rating Of 8.9 Of 10
Clients indicated an average overall satisfaction rating of 8.9 of 10 for Dean Trudeau and IPC-OPES Wealth Management. *Based on Jenkins Research Inc. report: 2015 IPC Securities Corporation and OPES Wealth Client Survey. – Satisfaction Rating