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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.

TFSA and RRSP

18 February, 2020

TFSA and RRSP 2020

Saving for the future involves using both RRSPs and TFSAs.
Read more

money

7 February, 2020

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.
Read more

money facts

22 January, 2020

Money Facts 2020

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.
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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