Wealth is the ability to fully experience your life. - Henry David Thoreau

OP Elite Integrated Wealth team photo (Left to right: Kristin, Doug, Stephanie, Michael)

Personalized Planning for Your Wealth Management Needs

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that makes the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Education Planning

Cross-Border Services

Financial Planning

Investment Strategies

Longevity Planning

Get to know Our Team

Doug Pinder
Doug Pinder
Senior Wealth Advisor
Stephanie Ferri.
Stephanie Ferri
Office Manager
Kristin Thankachen
Kristin Thankachen
Associate Wealth Advisor

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Wealth is the ability to fully experience your life.
Henry David Thoreau

Information & insight

Save taxes by timing donations strategically

10/15/2024
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Read
Tax Planning

Save taxes by donating securities in your "HoldCo"

10/15/2024
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Read
Tax Planning

Save taxes by donating securities "in kind"

10/15/2024
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Read
Tax Planning

Insights and Strategies

10/01/2024
Do U.S. Elections Affect Canadian Markets?
Read
Markets & Investing

The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)

09/25/2024
Listen to our podcast with Neela White.
Listen
Retirement & Estate Planning

The Family Cottage

09/19/2024
What to consider in your succession plan for the Family cottage.
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Retirement & Estate Planning

Life Stages and Events: Where Insurance is a Strategic Wealth Solution

09/19/2024
Check out our latest Client Insights webinar!
Watch Video
Life Events, Lifestyle & Technology

The Advantaged Investor: Financial Planning – Considerations for Women Investors (Episode 102)

09/10/2024
Listen to our podcast with Neela White.
Listen
Markets & Investing

Insights and Strategies

09/03/2024
Lies, Damned Lies, and Statistics.
Read
Markets & Investing

The Advantaged Investor: Fixed Income Market Volatility and a Mid-Year Update (Ep 101)

08/27/2024
Listen to our podcast with Harvey Libby.
Listen
Markets & Investing
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