Welcome to LK Wealth Management Group, we have over 40 years of combined expertise to serve you best.
27th January 2023

About Us

The LK Wealth Management Group helps its clients manage and protect their wealth.  With over 40 years of combined financial services experience and drawing from different areas of expertise, we will ensure you always the best guidance.  As financial planning isn’t just about risk tolerance and managing your money, it’s about you, your family, current goals, and future dreams. Investment strategies should be as unique as the people they are developed for. Just as no two people are alike, there should be no cookie-cutter approach to investing and financial planning.

Our team knows that not all investors are the same and believe special care should be taken when planning each and every portfolio. Our clients range from executives, business owners, tradesmen, and families, providing us insight of what challenges you may face and the various events the happen throughout your life.  It takes a team like LK Wealth to uncover what you truly need from your financial portfolio and to offer you the solutions that will give you what you hope for now and what will help you achieve your dreams in the future.

For more details about us, select the “read more” tab under the corresponding team member or better yet, give us a call to get to know us in person.

Our Expert Team

Our investment experts constantly evaluate the best ways to put your money to work. Our portfolios are completely liquid, and you can access your money at any time. This is what sets us apart from the competition.

Konraad Kopacz

Konrad Kopacz, CIM, FCSI, CPCA

Portfolio Manager & Investment Advisor
Konrad has been in the financial services industry for over 15 years. He is a licenced Portfolio Manager that believes that investing in a properly diversified portfolio, with lower risk characteristics, offers clients more consistent returns over the long term.
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Justin Lim

Justin Lim, CIM

Investment & Insurance Advisor
Justin has worked in the financial industry since 2007, always with a focus on providing the best service possible. Building on a wealth of knowledge ranging from investments to mortgages to insurance he has covered almost every aspect of an individual investor.
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Merriel Dean

Merriel Dean

Investment Associate
Merriel Dean comes with 20 plus years of experience in the investment lending field.  Her last role at TD was Team Leader and before that had a long history at B2B in their investment lending department.
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