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Opus Wealth Advisors
Financial services
Founded in 2015
Waterloo, Ontario
opuswealthadvisors.comOpus Wealth Advisors
Financial servicesFounded in 2015Waterloo, Ontario
EmployeesOpus Wealth Advisors' financial review
Employees
3
Opus Wealth Advisors information
In this complex economic climate, Jake Stoneman's 20+ years of experience continues to provide his clients with a safe-haven, where the focus remains on preserving and creating wealth without undue risk. Existing clients enjoy a high level of contact, excellence in products, services, and reporting, and the peace of mind of knowing that their financial lives are entrusted to people who care. The O...
In this complex economic climate, Jake Stoneman's 20+ years of experience continues to provide his clients with a safe-haven, where the focus remains on preserving and creating wealth without undue risk. Existing clients enjoy a high level of contact, excellence in products, services, and reporting, and the peace of mind of knowing that their financial lives are entrusted to people who care. The Opus Wealth Advantage offers high net worth individuals and business owners significant opportunities to increase wealth while reducing the tax burden.
Opus Wealth Advisors industries
Quotcreating great works of wealthquot
Wealth creation with tax reduction
Creating great works of wealth
Creating great works of wealth & wealth creation with tax reduction
Opus Wealth Advisors' financial review
Employees
3
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Client Sales Assistant
President, Owner, Financial Planner
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Why our clients choose Apollo
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Erik Straub
Head of Product, Kickfurther
“Using Apollo.io, we've solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects.”
Michael Transon
CEO, Victorious
