The LK Wealth Management Team

With over 40 years of combined experience, our team makes sure your needs are taken care of.

Konrad Kopacz, CIM, FCSI, CPCA

Partner & Portfolio Manager

Konrad has been in the financial services industry for over 19 years. He is a Partner at the firm, and as a licensed Portfolio Manager believes that incorporating alternative asset classes into a clients’ portfolio, produces more consistent returns that lets clients sleep better at night, regardless of what happens in the stock market. By having vast experience in understanding what makes a business succeed, he brings this understanding to investing in non-public companies and alternative strategies.

Konrad has held several roles in the industry that ranged from equity trader to executive. He is also an avid soccer player, enthusiast and a season ticket holder for the Toronto Football Club. One career highlight came as an advisor to a provincial party at Queens Park with a focus on advising on policy changes that affect the financial sector in Ontario. This resulted in a unique experience of cross-examining Bill Morneau (now Canada’s Finance minister) and his provincial pension reform proposal.

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Justin Lim, CIM

Partner & Portfolio Manager

Justin has worked in the financial services industry for 13 years and is a Partner and licensed Portfolio Manager with a focus on finding hidden gems that will outperform their peers by doing deep-dive analysis into a company’s competitive advantage. He provides a wealth of knowledge ranging from investments to mortgages to insurance, providing a complete plan for our clients.

Outside of the office, Justin remains active sharing his time between playing various sports and in the gym. He also enjoys traveling and is always looking for his next new adventure. Recently, he was declared a finalist for THE CANADIAN SECURITIES INSTITUTE NEWCOMER ADVISOR OF THE YEAR.

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Merriel Dean

Associate

Merriel brings more than 20 plus years of financial services industry experience. She has worked for major banks and financial institutions with a focus on investment lending. She brings her excellent organizational skills to our team and makes sure that every client’s experience is over and above their expectations.

In her spare time, she enjoys traveling, cooking, and spending time with her family. She is also an avid bargainer whether it be looking for the best deal on a household item or an undervalued stock.

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