We are research-obsessed, fee-sensitive professional skeptics who sort out wealth management solutions for busy, affluent Canadians.
Your wealth management needs encompass financial planning, portfolio management, tax optimization, insurance and estate planning. We can help you in all these areas by tapping into our network of curated experts.
OPMX gives clients access to true experts, covering the full spectrum of wealth management specialties. We coordinate and oversee the process for you.
OPMX delivers precise solutions for your specific needs - whether you need a specialist to address a one-off issue or a dream team that can deliver comprehensive wealth management using multiple money managers.
We focus on the issues high net worth investors with $5 million or more face. We understand the complexities faced by business owners, senior executives and families with generational wealth.
Many "one-stop-shops" charge bundled pricing for a combination of advice and portfolio management. OPMX fights bundled pricing. Pay for advice according to your needs rather than your assets. We negotiate everything on your behalf.
We only refer to serious, conservative money managers who take a business-minded approach to investing. We know all the best owner-operated boutiques that can dance circles around the big shops.
Why settle for the guy across the office when you can access the best of the best? OPMX leverages a network of elite experts, handpicked for their industry-leading knowledge and track record of success.
We will explore all your concerns and understand the full picture. You can provide as much detail as you want. We will provide helpful hints even at this early stage.
We suggest the best way to resolve your concerns and optimize the management of your wealth. You can think of this as a blueprint or a strategic plan. We quote you our project management fee at this stage and the expected fee range of the specialists required.
If you accept our proposal, we will marshall the most suitable specialists to resolve your concerns. We will coordinate and oversee the whole process. We will remain available until your wealth rests on a solid foundation.
Find answers to common questions about wealth management and OPMX's services.