Opus Wealth Advisors
Finance · Canada · 1-10 Employees
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Overview
Headquarters
745 Bridge St W Unit 3, Waterloo, Ontari...Phone Number
(519) 888-6160Website
www.opuswealthadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Opus Wealth Advisors
OPUS Wealth Advisors, led by Jake Stoneman, offers comprehensive financial services including insurance, wealth investments, retirement planning, and tax solutions. They cater to individuals, businesses, and families in Waterloo, ON, providing trusted advice and tailored financial strategies. The firm emphasizes the importance of managing wealth, reducing market risk, and preserving estate value. With a commitment to understanding client needs, OPUS Wealth Advisors aims to help clients achieve their financial goals through a personalized approach.Explore more
Opus Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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NB
Nicole BruceFinancial Advisor & Manulife Wealth Inc, Life Insurance Whylie Financial Advisor
Company Profile Activity
Activity Insights
Opus Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Opus Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Opus Wealth Advisors.
Opus Wealth Advisors Tech Stack
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OPUS Wealth Advisors, led by Jake Stoneman, offers comprehensive financial services including insurance, wealth investments, retirement planning, and tax solutions. They cater to individuals, businesses, and families in Waterloo, ON, providing trusted advice and tailored financial strategies. The firm emphasizes the importance of managing wealth, r... Read More
