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Opus Wealth Advisors Inc
Financial Planner in Waterloo ON
Areas of Expertise | tax planning | charitable giving strategies | bonds/ resp's/ tfsa's | concise/simplified reporting | internet account access | mutual funds/ gic's/ rrsp's | online financial library |
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Address
3-745 Bridge St W
Waterloo, ON
N2V 2G6 -
Contact
tel (519) 888-6160
fax (519) 888-6474
info@opuswealthadvisors.com -
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Map/Directions
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About
In an industry focused on selling products and offering a "cookie cutter" approach, Opus Wealth Advisors offers a refreshing alternative. Our reputation for operating an advisory practice with excellent advisor - client communications and a disciplined approach to money management and sound planning, continually attracts referrals from satisfied and long-standing clients. Our success lies entirely in the quality of the relationships we build with clients. We will customize a plan of action only after establishing a solid understanding of your core values, investment objectives, risk tolerances and tax situation."I really like to get inside our clients’ heads, understand who they are, what they like or dislike, what their fears are, what their dreams ar
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Hours of Operation
Mon - Fri 8:30AM - 5:00PM
Sat - Sun Closed
Holidays Closed