Opus Wealth Advisors Inc.
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Opus Wealth Advisors Inc., Financial planner, 745 Bridge Street West, Unit 3, Waterloo, ON.
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
8 Step Summer Financial Checkup If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
This blog will share some of the most common information-stealing scams and provide tips to help readers protect themselves.
Watch Out For These Latest Information-Stealing Scams Many of us are becoming more savvy about protecting our personal information, but the scams themselves are becoming more sophisticated. Learn more about the latest information-stealing scams and how you can protect yourself.
This blogpost outlines some of the key considerations for Canadians when estimating their cost of living in retirement
How Canadians Estimate their Cost of Living in Retirement Wondering how Canadians estimate their cost of living in retirement? Here, we break down a few factors to consider as you budget for your Golden Years.
To our valued clients, family and friends, thank you for your continued trust and loyalty. We look forward to achieving your 2024 financial goals.
Jake, Jennifer & Taylor
This article will share a few podcasts that are all about the Canadian economy.
The Best Podcasts for Canadian Economic News If you love listening to podcasts and enjoy learning more about the Canadian economy, we have a list of podcasts for you! Put on your headphones, and enjoy listening to Canadian economic news on these podcasts.
This blog will discuss the continued increase in Canada’s rental market and the factors influencing rental prices in the country.
What's Behind the Canadian Rental Market Increases? Canadian rent prices have hit an all-time high, a trend that doesn’t seem to be slowing down. However, what is causing these rental market increases? Here, we seek to find out.
This blog will explain how much Canadians have saved for retirement and shares retirement planning tips.
How Much Does the Average Canadian Have Saved for Retirement? Do you know how much the average Canadian has saved for retirement? How do you stack up? Check out our blog to find out!
This blog will outline some of the most monumental policy moves that the Bank of Canada has made over the past few years.
The Bank of Canada's Monetary Tightening: A Timeline Over the past few years, we have seen the Bank of Canada make drastic monetary moves to help curb inflation. Let's look at a timeline of these events.
The article below talks about tax credits available for Canadians.
Are You Missing Out on These Canadian Federal Tax Credits? We all want to take advantage of tax credits to limit our tax liability. Are you missing out on these Canadian federal tax credits?
How Capital Gains Tax works in Canada.
A Guide to Canadian Capital Gains Taxes How familiar are you with capital gains taxes in Canada? Learn about how capital gains taxes are calculated and how they may affect your investments.
Wishing our clients, friends and family a Happy Canada Day!
Here’s a look at how an unprecedented rise in retirement rates has drained Canada’s workforce.
Canada's "Great Retirement" How will Canada cope with the "Great Retirement." A lack of experienced workers presents opportunities. How might you take advantage of them?
This blog will talk about some hidden healthcare costs that Canadians may face in retirement and how to prepare for them.
Hidden Healthcare Costs for Canadian Retirees (and How to Prepare) Retirement income planning involves detailed planning, and any hidden costs can throw off your plan. Learn more about potential healthcare costs you may not have considered!
We are always available to answer any questions you may have regarding your investments.
Making wise investment choices in uncertain times The first quarter (Q1) of 2023 was a rollercoaster ride for investors. Market volatility unfolded following U.S. and European banking turmoil, and interest rates and inflation climbed—evoking investor fears about financial stability.
Important Dates & Information
2023 TFSA limit: $6,500
2022 RRSP limit: $29,210
2023 RRSP limit: $30,780
April 30th: Personal income tax deadline
June 15th: Self-employed tax deadline
Consider these 5 financial goals to help you get started to take control of your finances and get you on the right track to achieve your future goals.
5 Financial Goals for the New Year Start the year off right by getting started on these five top financial goals.
Q4 Market Update
Market Update Q4: A look back at 2022 … and ahead to 2023 2022 was a tumultuous year for investors, to say the least. Markets around the world were affected by high inflation, rising interest rates, and concerns about slowing economic growth in 2023.
Changes in your career or in your life may have you thinking about updating your retirement plan, or has it been a few years and its time to revisit your strategy? We are always available and happy to help.
Retirement Strategy: When and How to Update Your Retirement Plan Setting up a retirement strategy is one thing, but when and how do you adjust it? Our article will help you understand.
https://siteforward.ca/rss-feed/inflation-in-canada-vs-the-united-states
Comparing inflation between Canada & United States
Inflation in Canada vs. the United States Both Canada and the United States are facing record-high inflation rates. Learn more about the state of inflation and the economy in both countries.
Today we honour and remember the men and women who have served and continue to serve.
Happy bosses Day to Jake!!
On our team there are no road blocks, only speed bumps. Happy to be on this journey with you.
Michelle & Jenn
We hope everyone is enjoying a safe and happy long weekend!
Awakening to inflation - Solutions For Financial Planning* Higher prices can chip away at your savings, so position your money to stay a step ahead. Solutions For Financial Planning, Winter 2021*
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Contact the business
Address
745 Bridge Street West, Unit 3
Waterloo, ON
N2V2G6
Opening Hours
Monday | 8:30am - 5pm |
Tuesday | 8:30am - 5pm |
Wednesday | 8:30am - 5pm |
Thursday | 8:30am - 5pm |
Friday | 8:30am - 4pm |
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