Opus Wealth Advisors Inc
Add a photo
Add a photo
Details
Information
Reviews
Location

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

Ratings & Reviews - Opus Wealth Advisors Inc

No one has rated or reviewed this business yet!
How would you rate this business?

Get an opinion about this business!

Think your friends might be familiar with this business? Ask your friends on Facebook to see what they think.

Contact this business
Close menu