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Opus Wealth Advisors Inc. photo
Opus Wealth Advisors Inc. photo
Opus Wealth Advisors Inc. photo
Opus Wealth Advisors Inc. photo
Opus Wealth Advisors Inc. photo

Opus Wealth Advisors Inc.

5.0 6 reviews
Address: 745 Bridge St W Unit 3, Waterloo, ON N2V 2G6, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Investment Management Portfolio Management $1000 - $2000 Call to Book
Asset Allocation $300 - $600 Call to Book
Investment Strategy Development $500 - $1000 Call to Book
Retirement Planning Retirement Income Planning $400 - $800 Call to Book
Pension and Social Security Analysis $300 - $500 Call to Book
Retirement Savings Strategy $300 - $600 Call to Book
Tax Planning Tax Return Preparation $200 - $400 Call to Book
Tax Strategy Consulting $300 - $500 Call to Book
Cross-Border Tax Planning $500 - $1000 Call to Book
Financial Advisory Comprehensive Financial Planning $1000 - $2000 Call to Book
Client Relationship Management $500 - $800 Call to Book
Goal-Based Planning $400 - $700 Call to Book
Client Education Investment Workshops $100 - $300 Call to Book
Webinars on Financial Topics $50 - $150 Call to Book
One-on-One Educational Sessions $200 - $400 Call to Book

What people love

From reviews
Trustworthy advisors Personalized attention Clear explanations Responsive service Expertise Long-term relationships Investment advice Client care Stable advice Credible returns

About this business

Opus Wealth Advisors Inc. Opus Wealth Advisors means success by stressing long-term navigation of many events. Our achievements focus on your goals, but we want you to outperform them. It is clear that your time, energy, and resources are valuable when working with us, so we strive to make our relationship with you as valuable as possible. It is always difficult to understand how the changing financial environment affects your life. However, the value of financial advice has never been greater. We aim to simplify your goals and decrease the anxiety associated with financial decision-making. Opus Wealth Advisors is a refreshing option in an industry that prioritizes product sales and offers a "one-size-fits-all" approach. Our client relationships are the foundation of our reputation and success. We create a personalized plan by first getting a thorough knowledge of your core beliefs and investment aims. We also learn about your approach to risks and current tax situation.

Reviews Summary

The reviews demonstrate high satisfaction with the financial management services and the team's customer first mentality. For many years the comments discuss their repeated appreciation of how a team member is still able to provide optimal financial advice and work with account management stakeholders. These same customers often praise the care of dedicated work conducted by their financial manager to create an environment of trust and peace. Murray and his team members are said to be knowledgeable, yet the style of communication they practice around advice and plan objectives is welcomed. They are genuinely friendly, which stands out in the reviews and openness is another commendable trait of clients’ understanding and responding to customer preferences.\nCustomer reviews indicate that their relationship with Opus Wealth has successfully supported them through new tax breaks and integrated financial management. They are pleased to have been Opus Worthy planners for a long period, having made early retirement possible. Isn’t as if they want to attempt to manage their finances alone, according to the customer of Kathy Butler, if they are one, that is. Murray, Jake, and their team lead the business, according to the numerous reviews, and all recommend them overwhelmingly, leaving no stone unturned.

Frequently asked questions

7 questions
What do Opus Wealth Advisors Inc. clients say about the work?
Clients frequently praise the personalized attention and expertise provided by Murray and Jake, highlighting their ability to exceed expectations and build trust over many years. Many feel confident in their investment management and retirement planning, appreciating the clear communication and stable advice.
Does Opus Wealth Advisors Inc. offer investment management services, and what do clients think about their approach?
Yes, they provide investment management services including portfolio management and investment strategy development. Clients appreciate the comprehensible advice and the team's focus on understanding their expectations, which has led to successful investment outcomes.
Can I get help with retirement planning at Opus Wealth Advisors Inc.?
Yes, they offer retirement planning services, including retirement income planning and pension analysis. Clients have noted the team's ability to provide sound advice that has helped them achieve early retirement with confidence.
Does Opus Wealth Advisors Inc. provide tax planning services, and how do clients feel about them?
They do offer tax planning services, including tax strategy consulting. Clients have expressed satisfaction with the team's thorough and thoughtful approach to managing their tax-related needs.
How does Opus Wealth Advisors Inc. ensure client education?
They focus on client education by offering investment workshops, webinars, and one-on-one sessions. This commitment to educating clients has been positively noted in reviews, emphasizing the team's dedication to empowering clients in their financial decisions.
What sets Opus Wealth Advisors Inc. apart from other wealth management companies?
Opus Wealth Advisors distinguishes itself with a client-focused approach that prioritizes relationship-building over product sales. Clients appreciate the personalized service and the team's commitment to understanding their unique financial goals.
Where is Opus Wealth Advisors Inc. located?
745 Bridge St W Unit 3, Waterloo, ON N2V 2G6, Canada

Location & directions

Kitchener, Ontario
Opus Wealth Advisors Inc.
Wealth Management Companies
Address
745 Bridge St W Unit 3, Waterloo, ON N2V 2G6, Canada
Hours
Closed Now
Opus Wealth Advisors Inc. Reviews · 5.0 average
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