What We Do

With a team of experts boasting years of experience in the financial industry, we pride ourselves on our ability to deliver innovative and sophisticated opportunities that help our clients reach new heights in wealth accumulation. Whether you’re seeking to maximize your returns, secure your legacy, or minimize your tax liabilities, we are here to help you achieve your financial objectives.

Service

OPES Asset Accumulation Firm understands that our high-net-worth clients have unique and sophisticated financial needs. Our team of seasoned professionals has over 25+ years of experience in financial markets, products, and strategies, which allows us to provide expert guidance to those seeking to optimize their wealth and plan for the future.

Who We Serve

At OPES, we recognize that no two clients are the same. That’s why we take a highly personalized approach, crafting bespoke financial solutions that are uniquely tailored to your individual goals, risk tolerance, and aspirations.

Our clientele includes some of the successful professionals and businesses across Canada. These esteemed clients trust us to manage their assets with the utmost discretion and professionalism.

We are proud to have earned the confidence and trust of these discerning individuals and businesses and to have delivered unparalleled results time and time again.

Building Your Wealth, Securing Your Future

OPES Investment Program

OPES provides an unparalleled service to high-net-worth professionals and entrepreneurs in accumulating unique assets in the market.

Premium Insurance as an Asset Class

Our initial focus is on sourcing the most stable and exclusive premium insurance options available, providing guaranteed growth and liquidity. We offer individually owned insurance policies for family protection, tax efficiency, retirement income, equalizing estates among family members, funding tax liabilities, transferring wealth to the next generation, and charitable gifting. These policies are dividend-paying, participating whole-life policies, which form the core element of our overall strategy.

In addition, we offer corporate/business-owned insurance options for insuring debt, funding buys/sell agreements, equalizing estates, protecting key persons, supplementing shareholder retirement income, accumulating corporate passive assets, and transferring wealth in a cost and tax-effective manner.

Your Asset Accumulation Program

OPES IBI

Overall, our IBI Program is designed to help high-net-worth clients accumulate exclusive assets. As certified financial planners, we use our expertise to utilize financial planning tools for asset accumulation, differentiating ourselves from other advisors by offering investment options along with our premium insurance strategies to help our clients achieve their financial goals.

Make your investment work twice as hard.

Schedule a consultation with our experts Now

And learn more about the OPES IBI Strategy and explore exclusive investment opportunities only available in our firm.