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MEET THE TEAM

EXPERT FINANCIAL ADVICE YOU CAN TRUST

Commitment to Value

Koppeser Wealth Counsel are your partners in the creation, building, protection and succession planning of your wealth. Together, we will collaborate, guide and empower you to achieve peace of mind surrounding your financial well-being through all life stages. Whether your goal is to generate income, create a legacy for family and/or charity, optimize business assets, we craft personalized solutions to assist you in reaching your unique goals and needs. 


Read More from our clients ➥


Nadine Koppeser CFP®, FCSI, EPC

Investment Advisor - Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.

With over 30 years professional experience in the finance industry, Nadine takes great pride in forming solid relationships with all of her clients, taking every effort to truly understand the personal financial needs, goals, and objectives of each person. The mandate of her business is to ensure that the client's interest is always placed first and foremost. Often working with several generations of one family, it is her goal to assist, guide and advise on the many topics encompassing a complete and thorough financial plan. 

       

Learn more about Nadine➥ Meet the Team ⇩ Strategic Alliances ⇩

 Our Team 


With many years of combined experience in assisting highly valued clients, our mandate is to ensure that our client's best interest is always first and foremost. We are your trusted partners in wealth creation and preservation. We are here to provide knowledge, guidance, solutions and expertise to each and every individual, family, business, and professional client. By utilizing our Strategic Partners as highly valued resources and a wealth of knowledge, we strive to bring you personalized solutions, value added and excellence in all that we do.

"Together we are here to assist you every step of the way, now,
and in the future." 
Koppeser Wealth Counsel


 Our Strategic Alliances 



Manulife Private Wealth

Manulife Private Wealth* offers high-net-worth individuals the same approach to wealth management that Manulife uses to manage its own balance sheet. Manulife Private Wealth clients gain access to a team of experts who provide discretionary investment management, private banking, advisory services, and financial planning including tax and estate experts, accountants and lawyers. This holistic team approach allows advisors to provide infrastructure specifically geared toward this clientele.

*A division of Manulife Asset Management Limited and Manulife Asset Management Investments Inc.

LEARN MORE ABOUT MANULIFE PRIVATE WEALTH



Manulife Capital Markets

Manulife’s investment banking and equity capital markets division. Manulife Capital Markets* operates out of offices in Toronto and Vancouver and provides a full range of financial advisory services to both corporate clients and financial advisors across Canada. The Manulife Capital Markets team has a broad range of expertise encompassing many asset classes and industry sectors.

*A division of Manulife Securities Incorporated

LEARN MORE ABOUT MANULIFE CAPITAL MARKETS


Nadine Koppeser CFP®, FCSI, EPC Photo
Read Bio

Nadine Koppeser CFP®, FCSI, EPC

Investment Advisor - Manulife Securities Incorporated

Nadine Koppeser CFP®, FCSI, EPC

Investment Advisor - Manulife Securities Incorporated 

Life Insurance Advisor - Manulife Securities Insurance Inc.


nadine.koppeser@manulifesecurities.ca
Business:  519-579-9246 ext. 121
Toll Free: 1-800-808-5640 ext. 121

Nadine has been involved in the banking and finance industry for over 33 years. She has held positions at TD Canada Trust, Prudential Assurance, MD Management, The Berkshire Group (which was bought over by Manulife Securities) and been an Investment Advisor with Manulife Securities for the past 20years. In addition, she has held her insurance license since 2004.

Nadine's business operates under the trade name of "Koppeser Wealth Counsel". As a Certified Financial Planning professional, Fellow of the Canadian Securities Institute (FCSI) and as an EPC (Elder Planning Counsellor) she takes great pride in forming solid relationships with all of her clients, taking every effort to truly understand the personal financial needs, goals, and objectives of each person.

The mandate of her business is to ensure that the client's interest is always placed first and foremost. Often working with several generations of one family, it is her goal to assist, guide and advise on the many topics encompassing a complete and thorough financial plan.

Nadine has formed a strategic partnership with the Manulife Private Wealth Division and has been asked to be an ambassador for the Toronto team. Working in partnership with the Private Wealth Division allows Nadine to give her High Net Worth clientele access to institutional best in class investment managers, a unique goal based institutional approach to investing which is not available elsewhere in Canada, as well as some of the brightest and most sought after investment professionals.

Nadine has been married to Michael Koppeser for 30 years and together they have two grown children. Michael is a well-established and respected lawyer in Kitchener-Waterloo. As long-time residents, both enjoy the beauty and diversification of the region and support local charities and events.

Nadine is an avid fan of horses and the equestrian sport of dressage. Her daughter represented Canada on two occasions as a member of both the Junior and the Young Rider Dressage Teams, at the North American Young Rider's Championships. In her spare time, she is most often found caring for her gardens, enjoying nature walks with her dog, golfing or spending time with her family and friends at her beloved cottage property on Georgian Bay.