Solutions for your future needs.

Book a meeting

Wealth Creation


Implementing a financial investment process to increase your net worth to meet your goals for each stage of life’s changing needs.

View Details

Wealth Management


Working with you to manage your wealth to create adequate retirement income while using the best investments to reduce market risk, while meeting your financial goals.

View Details

Estate Preservation


Solutions to protect your estate from being reduced by taxation. Special risk reduction solutions for business owners by insured partner agreements.

View Details

 

About Us


In an industry focused on selling products and offering a "cookie cutter" approach, Opus Wealth Advisors offers a refreshing alternative. Our reputation for operating an advisory practice with excellent advisor - client communications and a disciplined approach to money management and sound planning, continually attracts referrals from satisfied and long-standing clients. Our success lies entirely in the quality of the relationships we build with clients. We will customize a plan of action only after establishing a solid understanding of your core values, investment objectives, risk tolerances and tax situation.

"I really like to get inside our clients’ heads, understand who they are, what they like or dislike, what their fears are, what their dreams are. Then I can compose a realistic and achievable game plan for them that is unique and specific to them. And then we get to spoil them with our client service!"

- Murray Child

Our Team


Murray Child

Murray Child CFP, R.F.P. 

Certified Financial Planner
Financial Advisor
Manulife Securities Investment Services Inc.

Founder of Opus Wealth Advisors Inc., Certified Financial Planner (CFP) with Manulife Securities Investment Services Inc., Registered Financial Planner (R.F.P.), member of the Financial Planner Standards Council (FPSC), and the Institute of Advanced Financial Planning

With a knowledge base and expertise representing three decades of economic change and variable market climates, Murray has earned the reputation of operating an advisory practice with superior advisor - client communication, and a disciplined approach to wealth management. Murray is also the co-author of "Estate Planning Guide...Everything You Need To Plan Your Future".

Murray is also a Life Insurance Advisor with Manulife Securities Insurance Inc.

"After helping clients for over 30 years, I understand that above all, clients want an advisor that they can trust implicitly and provide them with the best possible resources" Murray Child

Jake Stoneman

Jake Stoneman CFP

Certified Financial Planner
Financial Advisor
Manulife Securities Investment Services Inc.

Earned his Certified Financial Planner (CFP) designation in 2004, five years after entering the financial planning business. He was honoured in 2014 by Manulife’s Board of Directors with the Stars of Excellence award and is registered with Manulife Securities Investment Services Inc., and Manulife Securities Insurance Inc.

Jake has extensive experience in many areas including investments, insurance solutions, estate planning, retirement planning, tax planning and is a Life Insurance Advisor with Manulife Securities Insurance Inc.

"I consider part of my role to be an educator. I love hearing my clients say that they truly understand the financial products they own, and why I have recommended a certain plan of action." Jake Stoneman

Michelle Van Dijk

Michelle Van Dijk

Client Services Coordinator
Manulife Securities Investment Services Inc.

Has recently joined Opus Wealth Advisors.

Her reputation for superior client service, efficiency and accuracy made her a perfect fit to our team.

Michelle has many years’ experience in Customer Service and Administration, most recently at a branch level working with Financial Advisors.

"I believe that no task is ever too small or great to help a client" Michelle Van Dijk

Marnie Dockeray

Marnie Dockeray

Client Services Assistant

Has been the firm's office administrator for over 16 years and has over 16 years experience in the financial services industry. Marnie’s attention to detail and friendliness as a front lines service provider, has proved to be a valuable asset to both clients and the advisors at Opus Wealth Advisors.

"The most enjoyable aspect of my work is having personal contact with our clients. Assisting our clients any way I can adds a dimension to my life" Marnie Dockeray

Services


Under the leadership of president Murray Child, Opus Wealth Advisors has been entrusted to manage the financial assets of many well-known, successful families and business owners in the region providing the following products and services.

  • Wealth creation, preservation strategies
  • Tax-advantaged products
  • Lifestyle, retirement and estate planning
  • Registered and non-registered accounts: mutual funds, GIC's, bonds, RESP's, TFSA's
  • Insurance solutions for Life, Disability and Critical Illness
  • Charitable giving strategies
  • Private money management- access to Canada's leading wealth management institutions and money managers
  • Asset based fee structure and fee for service
  • Concise, simplified reporting
  • Ongoing consultation - defined on your terms
  • High personal contact - excellence in support staff and communication

We offer a number of relationship options:

Fee-for-service - we are compensated for a specific service or engagement

Asset-based - we are compensated on a percentage of the total assets we manage

Commission-based - we are paid by the suppliers of financial products we recommend for you, typically from insurance providers


Full disclosure - we provide new clients with a written copy of our compensation structure and how it will specifically apply to them.

Investment Advisory services provided under MSISI

Mutual Funds are offered through Manulife Securities Investment Services Inc. Insurance Products and services are offered through Manulife Securities Insurance Inc. Banking Products and services are offered through referral.

Manulife Securities Disclaimers

 

Mitigating Business-Owner Financial Risk

Start-up firms and smaller companies are especially vulnerable to potentially devastating financial risk because they often lack big company sophistication and in-house risk-control expertise. We will help you gain control of your financial risk.

Life Insurance

We help business leaders provide appropriate life insurance to pay off debts and/or the mortgage, educate the kids, and/or provide income for a spouse or a disabled dependent.

Business Disability Insurance

We will examine your need for income replacement insurance that can help replace your paycheque in case you get hurt or sick.

Key Person Insurance

We will assess your need for an insurance policy designed to provide resources to allow you to hire the right person if a key individual becomes sick or dies.

Critical Illness Insurance

If a business owner develops cancer, has a heart attack, or a stroke, the illness can wipe out a small business. We have many plans to protect you from such concerns.

Investment Advisory services provided under MSISI

Mutual Funds are offered through Manulife Securities Investment Services Inc. Insurance Products and services are offered through Manulife Securities Insurance Inc. Banking Products and services are offered through referral.

Manulife Securities Disclaimers

Partners


Exclusive benefits for our discriminating affluent clients:

Private client customized portfolios

Access to Canada's leading private wealth management institutions and money managers

Fee for service

Opus Wealth Advisors is proudly aligned with Manulife Securities Investment Services Inc. — a wholly owned subsidiary of Manulife Financial, one of Canada's largest insurance and financial services companies.

Testimonials


We are proud to announce that in an independent Client Audit our clients gave us a 97% satisfaction rating!

Conducted by the ClientAudit Group at Advisor Impact

 

"Murray Child and his team are professional and friendly. They offer good financial advice and good reporting and follow-up!"

-Bob Mckay

 

"We have been clients of Murray and his staff since 1985. That length of time is a testament itself to dealing with Murray. In the beginning we sat down, laid out a long term plan and executed the plan. Over the years we have modified the plan as our needs and times changed. Murray has always been there when times have been good and the odd time when not so good. He has always had a consistent dialogue with his clients and he makes regular house calls! We are very satisfied with the results and service we have received.

Beyond that, we consider Murray a friend, trust him completely, and he has great integrity. Murray can also make great recommendations about Wine!

If you are looking for an extremely competent Wealth Advisor, we highly recommend Murray Child and his OPUS Wealth Advisors group."

-Terry Russell and Kathleen Redmond

 

"Following the loss of my husband, I actively sought out a financial advisor who I could trust and felt comfortable talking to. And fortunately, I was referred to Murray Child. He has done a wonderful job over the last 12 years and has my complete trust and confidence."

-Kathy Butler

 

Opus Wealth Advisors philanthropic track record includes supporting these organizations:

Contact


 


REFER A FRIEND REQUEST A MEETING