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.
I have had the benefit of Nadine’s wise financial counsel for approximately ten years now. I can honestly say that transferring my investments to her management was a great move....Jan, Ottawa
We are more than pleased with Nadine's efficient services and feel that she truly cares about our future and financial investments...OS & CS Mannheim, ON
I have found her to be incredibly knowledgeable and the growth in my holdings has far exceeded my expectations...K. Kennedy
Nadine has surpassed all of our expectations and has eased our minds as we enter into the next chapter of our life...Dom & Gail
Read More from our clients ➥
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.
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
Manulife Securities Incorporated is a Member of the Investment Industry Regulatory Organization of Canada ("IIROC") and a Member of the Canadian Investor Protection Fund (“CIPF”). To learn more about CIPF, please contact your advisor or visit www.cipf.ca. Manulife Private Wealth ("MPW") is a division of Manulife Asset Management Limited, which is registered as a portfolio manager in Alberta, British Columbia, Manitoba, Newfoundland and Labrador, New Brunswick, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan; as an investment fund manager in Newfoundland and Labrador, Ontario and Quebec; and as a commodity trading manager in Ontario. Clients are introduced to MPW through a referral arrangement between Manulife Securities Incorporated and MPW. The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities, its advisors or MPW are not appropriately licensed or registered or where any product or service is not eligible for sale. Details are available on request.