What is an OPUS?
The definition of an opus is a great piece of work, typically musical. Translating that to financial planning, “opus represents the lifelong navigation of a series of events leading to the ultimate achievement of financial goals.”
I have known Jake for over 20 years and would highly recommend [him] and his team. They truly care and got to know us better... to customize investing to our needs and goals.J & R, Conestogo
There is no one that we would trust more with our retirement and our childrens' education plans than Jake Stoneman.Carey & Scott Gallagher
[Jake] has always gone out of his way to explain everything to me and my wife about our investments and I would highly recommend him to take care of all your financial planning.Tony & Stephanie Boppre
Our Latest Insights & Articles
No Posts Found