EP53: Building a Family Office-Type Business for High Net Worth Investors with Dean Trudeau

Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchri

Every financial advisor wants to serve the high-net-worth market.  However, the rich are different from you and me.  They have specialized needs and other considerations that involve more than just looking for someone to manage the money.   It takes a lot to put together the right set of professionals to help high net worth individuals solve their financial problems.

Our next guest has done just that.  In a short period of time, Dean Trudeau has built a truly unique offering for his clients gathering a team of professionals together in one location to serve client needs.

Dean Trudeau is the Founder of OPES Family Advisory in Ottawa and heads up the investment strategy Committee as lead portfolio manager. Dean began his investment career in 1987 and has held the designation of CERTIFIED FINANCIAL PLANNER™ for over 25 years. Dean’s deep commitment to his field, his enthusiastic initiatives, breadth of knowledge, and experience have made him a formidable speaker all over Canada.  Throughout his outstanding career, his diligent work has been recognized with many industry awards.

What do you do to cater to high net worth individuals? Are you looking to expand your business in this market? I’d love to chat with you about your business and show you how I can help! Let’s schedule a virtual coffee and chat.

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

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Cheers,

Chris