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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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Only the best for our clients...

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.

Financial Planner

Jake Stoneman CFP, R.F.P.

FINANCIAL PLANNER
Manulife Wealth Inc. 
Life Insurance Advisor
Manulife Wealth Insurance Services Inc.



  

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

Jake started his career in 1999 as a university student hire at an established financial advisor's office in Kitchener. He graduated from the University of Guelph in 2000 with a Bachelor of Commerce degree, and was immediately hired by the advisor full time. Jake obtained his mutual fund license (2000), life insurance license (2001) and Certified Financial Planner designation (CFP) in 2004.

He spent five rewarding years helping Manulife launch an internal advice service from the ground up. This role included not only delivering financial advice to individuals and families, but also delivering presentations and workshops to groups, large and small. In 2013, Manulife’s Board of Directors honoured Jake as one of a very select few employees worldwide to receive the STARs of Excellence recognition for exemplary performance.

In 2014, Jake was introduced to Murray Child, a prominent Waterloo advisor with plans to bring on a future successor. Murray and Jake recognized a similar style and personality, with both making the financial plan central to all ensuing investment or insurance solutions. Jake joined Opus Wealth Advisors in September 2015.

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 a separate and stand-alone business, Jake has been preparing and e-filing personal income tax returns for clients since the 1999 tax year. He continues to do taxes primarily because of the synergies with his financial planning work… and clients also appreciate the convenience!

Jake gives back to his community as a long-term member of the volunteer fire department in Waterloo Region, where he lives with his wife, Sarah, and their two young boys.

During my career, I have been introduced to many different scenarios, challenges, and opportunities in my client’s lives. I cherish the opportunity to be a trusted part of the decision making process during life’s critical events and everything in between.

Jennifer Moran Photo
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Jennifer Moran

Marketing Assistant

Jennifer Moran

Marketing Assistant
Manulife Wealth Inc. 

Jennifer is the newest member of the Opus Wealth Advisors team.  Her role includes office administration as well as office management. She provides superior organizational and customer service skills. Jennifer is also in charge of operating our social accounts.

Prior to joining Opus Wealth Advisors, Jennifer managed another successful professional office in Kitchener-Waterloo.  During her time with us, she has taken on many office projects proving that she is a team player and willing to put in the effort to get the job done.

We don’t just want our clients to feel satisfied, we want them to know they matter to us!