Who are we

We believe a prudent financial advisor is integral to the success of any business. Whether you require services for your corporation, or family business, we have the products, services, and knowledge to help you better manage and plan for the future. Our team can help your business grow and prosper by providing you with financial advice and knowledge on many business and corporate planning–related areas.

ABOUT US

OPES Asset Accumulation Firm Inc. boasts an unparalleled reputation as a premier financial service in British Columbia, backed by a proven track record spanning over 25+ years.

Our unwavering commitment to helping clients accumulate wealth and safeguard their assets is reflected in our team of experts who provide tailored solutions to meet their unique needs and goals–both personal and business-related.

As a distinguished firm in the industry, we have cultivated strong partnerships with the top Canadian providers, ensuring our clients have access to the best rates and options available.

Our advisors conduct thorough market research and analysis to design a comprehensive financial plan that aligns with your budget, needs, and specific circumstances.

OUR Mission

We aim to help professionals and business owners acquire distinctive assets through sophisticated financial planning strategies for asset accumulation.

Our Values

We protect our client’s confidentiality

We understand that protecting our client’s personal information is of the utmost importance, and we treat any information provided to us with the strictest confidentiality. We work only with reputable and well-capitalized insurance and investment partners who also share the same values and commitment as ours.

Our clients are our top priority

We are committed to serving your interests, ensuring that we provide the best possible service at all times. We recognize that timely and responsive communication is essential to maintaining strong relationships with our clients, and we strive to respond to all queries and requests promptly and efficiently

OUR WORK ETHIC

OPES Asset Accumulation Firm’s management, staff members, and agents work to the best of our abilities to meet the highest standards of the insurance practice and satisfy our clients.

Our Commitment

At OPES Asset Accumulation Firm, we are committed to providing our clients with the opportunities and resources they need to make informed decisions and improve their finances.

• Quality Service

Provide high-quality products or services that meet or exceed customer expectations.

• Timely Delivery

Deliver products or services on time and meet their deadlines.

• Responsiveness

Responding to clients’ inquiries or concerns promptly and professionally.

• Professionalism

Business with professionalism and maintaining a high standard of ethics and integrity.

• Flexibility

Being flexible and adaptable to changing circumstances and client needs.

• Customer Support

Customer support through various channels such as email, phone, or chat.