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Life is busy enough...

let us help you meet your financial goals.

We strive to exceed your expectations every day.


Opus Wealth Advisors represents the lifelong navigation of a series of events leading to the ultimate achievement of financial goals. And, while our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship.


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In an industry focused on selling products and offering a "cookie cutter" approach, Opus Wealth Advisors offers a refreshing alternative. Our reputation and success lays 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.


Jake Stoneman, CFP, R.F.P. Photo
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Jake Stoneman, CFP, R.F.P.

Investment Advisor, Financial Planner, Manulife Wealth Inc.

Jake Stoneman CFP, R.F.P.

Investment Advisor, FINANCIAL PLANNER
Manulife Wealth Inc. 
Life Insurance AGENT
Manulife Wealth Insurance Services Inc.



   

Jake has more than two decades of experience providing clients with sound counsel in investments, insurance solutions, estate planning, retirement planning, and tax planning.

He began his career in 1999 as a university student hire at a well-established financial advisor’s office in Kitchener. After graduating from the University of Guelph in 2000 with a Bachelor of Commerce degree, he joined the firm full time. Jake earned his mutual fund license in 2000, his life insurance license in 2001, and achieved his Certified Financial Planner (CFP) designation in 2004.

Jake spent five rewarding years at Manulife, helping launch an internal advice service from the ground up. In addition to providing financial guidance to individuals and families, he frequently delivered presentations and workshops to audiences of all sizes. In 2013, Manulife’s Board of Directors recognized his exemplary performance by awarding him the prestigious STARs of Excellence—an honour granted to only a select few employees worldwide.

In 2014, Jake was introduced to Murray Child, a prominent Waterloo advisor seeking a future successor. Sharing a similar philosophy of placing the financial plan at the center of every recommendation, the two formed a strong professional connection. Jake joined Opus Wealth Advisors in September 2015 and, after Murray’s retirement in 2020, assumed full ownership and leadership of the firm.

Jake earned the Registered Financial Planner (R.F.P.) designation bestowed by the Institute of Advanced Financial Planners in 2018. The R.F.P. designation is held by only a few hundred practitioners in Canada and requires a demonstrated ability to produce comprehensive financial plans.

As part of his commitment to ongoing professional development, Jake earned the Registered Financial Planner (R.F.P.) designation in 2018, a credential held by only a few hundred practitioners across Canada. In 2024, he completed both the Canadian Securities Course and the Conduct & Practices Handbook Course, upgrading his licensing from mutual funds to securities to further enhance the depth and breadth of the advice he provides.

Jake previously served his community for 15 years as a member of the volunteer fire department in Waterloo Region, where he lives with his wife, Sarah, and their two boys.

Over the years, Jake has been trusted through many of his clients’ most meaningful life events—moments filled with challenges, opportunities, and important decisions. He values the privilege of being a steady, reliable presence along the way.

The most meaningful guidance doesn’t just shape financial futures—it supports people through life’s turning points with clarity, confidence, and care.
Jennifer Moran Photo
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Jennifer Moran

Office Manager, Manulife Wealth Inc.

Jennifer Moran

Office Manager
Manulife Wealth Inc. 

Jennifer has been with Opus Wealth Advisors team since 2020. In her role, she supports both office administration and office management, bringing exceptional organizational abilities and a client-first approach to every interaction.

Since joining our team, Jennifer has taken on numerous office projects, consistently demonstrating her dedication, teamwork, and commitment to keeping the office running smoothly and efficiently.

Outside of work, Jennifer enjoys sewing, spending quality time with her family, and doting on her beloved cat—interests that reflect her creativity, patience, and caring nature in and out of the office.

In every moment of connection, we have the chance to make someone’s day a little brighter—one small act of kindness at a time.
Cindy Paray Photo
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Cindy Paray

Investment Advisor, Manulife Wealth Inc.

Cindy Paray

Investment Advisor,
Manulife Wealth Inc.

Cindy Paray joined the Opus Wealth Advisors team in June 2024, bringing nearly two decades of experience in the financial services industry and a genuine passion for helping clients feel confident about their financial future.

She began her career with Manulife in 2007 and has been licensed in investments for many years. Over the past 18 years, Cindy has supported and led advisor and administrative teams at some of the largest Manulife Wealth offices across Canada. Through these experiences, she developed a deep understanding of both the strategic and personal sides of wealth management-skills she now brings to her work with clients every day.

Known for her thoughtful approach, attention to detail, and positive outlook, Cindy is dedicated to cultivating strong client relationships and delivering practical, personalized advice aligned with individual goals and values. Outside of work, she enjoys spending time with her family, traveling, and staying active through fitness.

Dedicated to building strong relationships and focusing on practical, personalized advice that reflects each client’s goals and values.
Maria Rodriguez Photo
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Maria Rodriguez

Marketing Assistant, Manulife Wealth Inc.

Maria Rodriguez

Marketing Assistant,
Manulife Wealth Inc

Maria Rodriguez joined the Opus Wealth Advisors team in October 2024 and quickly became an integral part of the office, bringing organization, creativity, and a collaborative spirit to everything she does.

Maria has a strong background in administrative support within the financial services industry. Her attention to detail, professionalism, and proactive approach help ensure the smooth day-to-day operations of the team and the success of its marketing initiatives. Maria is known for her friendly personality and commitment to excellence in every task she takes on. Outside of work, she enjoys spending time with her family and cooking delicious meals for them on the weekend—a passion that reflects her caring nature and love of bringing people together.

Great things happen when passion and teamwork come together.