Opus Wealth Advisors Inc

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Products and Services

  • Bonds/ RESP's/ TFSA's,
  • Charitable Giving Strategies,
  • Concise/Simplified Reporting,
  • Tax Planning,
  • Internet Account Access,
  • Mutual Funds/ GIC's/ RRSP's,
    • Online Financial Library,
    • Private Money Management,
    • Retirement Planning,
    • Tax-advantaged Products,
    • Financial Planner,
    • Wealth Advisors,
    • Estate Planning,
    • Life Insurance Advisor,
    • Investments,
    • Insurance Solutions,
    • Fee For Service Planner,
  • more...
  • less...

Specialties

  • Comprehensive Financial Plans,
  • Private Customized Portfolios,
  • Tax Efficient Accounts For Small Business,
  • Estate Planning,

Languages Spoken

  • English,

Getting There

  • Bridge St Waterloo,
  • Out Of Office Appointments Upon Request,
Location
3-745 Bridge St W, Waterloo, ON N2V 2G6
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
Out Of Office Appointments By Request
Out Of Office Appointments By Request
Verify with Merchant

Methods of Payment:

  • Asset-based Fee Structure
  • Commission-based (Insurance)
  • Fee For Service

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