Redefining Wealth: Beyond Money
At OPES Family Advisory, we align with clients who value not just their finances but their time. Our dedicated team simplifies the complexities of wealth, coordinating every aspect of your financial life to deliver comprehensive planning and true peace of mind.
[ō’pēs] noun
Wealth, abundance. (Figuratively) support, strength, or aid; a foundation of prosperity or well-being.
Who we are
Wealth beyond finances
OPES Family Advisory represents a commitment to holistic wealth management, deeply rooted in our philosophy that true wealth extends beyond finances to how one spends their time. Based in Ottawa, we are a team of dedicated wealth advisors, united by our passion for empowering clients and their families. With a focus on comprehensive planning and coordination, we offer more than just financial advice; we offer a partnership dedicated to securing your peace of mind and enriching your life’s journey.
Our Mission
We continually strive to be the premier Wealth Management provider to our clients. Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions. We continually work to provide our clients with unparalleled personal service and Peace of Mind to allow them to Dream, Plan and Prosper.
What we do
Unified financial advising
Discretionary Investment Management
Advanced Retirement Planning
Comprehensive Tax Planning
Will & Estate Planning
Family Advisory Services
Who we help
A client-centric approach
At OPES, we specialize in guiding a select group of individuals and families through the complexities of wealth management. Our expertise is best suited for executives seeking comprehensive financial strategies and individuals approaching or navigating retirement. We deeply understand the unique challenges faced by these groups, such as managing executive compensation packages or ensuring a secure and fulfilling retirement. Our personalized approach ensures that each client receives tailored solutions, aligning their financial goals with their life’s ambitions.
How we work
Your personal wealth management strategy
In every milestone of our process, our goal is to provide clarity, peace of mind, and a path towards achieving your financial aspirations. Whether you are building your wealth, transitioning into retirement, or planning for your family’s future, OPES Family Advisory is here to guide you with expertise, empathy, and excellence.
We explore:
1
Where you are financially.
Integrate your business assets as well.
2
Where you want to go – Your Dreams & Goals.
Integrate your personal goals, business goals, and professional goals.
3
How you are going to get there – Peace of Mind.
Give direction for both personal goals, business goals, and professional goals.
Provide a disciplined program to get you there.
Insights
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