Josh Opheim

Josh Opheim

Assistant Branch Manager & Investment Advisor

306-956-7806 | Email me
306-956-5252 | Connect
1-800-785-4722

Josh focuses on working with clients through a wealth management approach to create an appropriate plan for clients to achieve their financial goals. Further to bringing appropriate professionals to help clients through various aspects of their financials lives, Josh is responsible for investment portfolio design, implementation, and continual monitoring of investment choices. He believes investments should pay you an income, should minimize risk, and should not cost you much.

Prior to beginning his own practice with RBC Dominion Securities, Josh started, owned, operated, and eventually sold his position in his marketing firm Discovery Marketing.  In 2016, along with adding to his position by taking on the role of assistant branch manager, he earned a spot on the President’s Club list at RBC Dominion Securities recognizing his success in the industry. He graduated from the University of Saskatchewan in 2006 with a B.Comm. in finance.

In his free time, Josh loves to golf and play hockey and donates his time to various charities and boards around Saskatchewan.  Josh lives in Saskatoon, SK with his wife Jessica, and son Oscar.

 

 

Jonny Bell, B.Comm. (Fin)

Administrative Assistant

306-956-7850 | Email me
306-956-5252 | Connect
1-800-785-4722

Jonny has been working with RBC Dominion Securities within the Opheim Wealth Management Group since May of 2018. Jonny has been working in the customer services industry since 2015, where he assisted management in creating high-quality services for clients and financial forecasting.

Prior to working with RBC Dominion Securities, Jonny graduated from the University of Saskatchewan in 2018 with a B.Comm. in finance. While at the U of S, Jonny played on the university men’s soccer team as a goalkeeper, representing the school on a national stage. In his free time, Jonny loves to golf and play soccer in city leagues and the Saskatoon World Cup.

advisor

Financial Planning Specialist, RBC Wealth Management


advisor

Will & Estate Consultant, RBC Wealth Management


advisor

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


advisor

Vice-President, High Net Worth Planning Services, RBC Wealth Management


advisor

Vice-President, High Net Worth Planning Services, RBC Wealth Management