Opus Wealth Advisors
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 clients, and accounting and legal professionals. 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.
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 clients, and accounting and legal professionals. 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 are. Then I can compose a realistic and achievable game plan for them that is unique and specific to them. And then we get to spoil them with our client service!" - Murray Child
Address: 745 Bridge St W, Waterloo, ON N2V 2G6, Canada
Phone: +1 519 888 6160
FAX: +1 519 888 6474
