OPMX

Custom wealth management solutions by wizards at shopping around.

We are research-obsessed, fee-sensitive professional skeptics who sort out wealth management solutions for busy, affluent Canadians.

A platform for financial and tax advice tailored to you.

We cover all angles.

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.

We believe in expertise.

OPMX gives clients access to true experts, covering the full spectrum of wealth management specialties. We coordinate and oversee the process for you.

We work flexibly.

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.

Focused on big money problems.

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.

Values you can count on.

Revolutionary pricing

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.

Serious investing

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.

The best of the best

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.

How we work

Listen

We listen to your money concerns.

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.

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Guide

We give you a custom solution proposal.

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.

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Advise

We oversee the execution of our plan by a curated team of experts.

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.

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Frequently Asked Questions

Find answers to common questions about wealth management and OPMX's services.