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
Portfolio Manager & Investment Advisor
Konrad has been in the financial services industry for over 15 years. He is a licensed Portfolio Manager that believes that investing in a properly diversified portfolio, with lower risk characteristics, offers clients more consistent returns over the long term. He holds the Chartered Investment Manager Designation and is a Fellow of the Canadian Securities Institute that holds its members to the highest standards and industry proficiency.
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.
Justin Lim, CIM
Investment Advisor & 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. Justin believes in educating individuals so together they can make sound financial decisions to build their wealth. To further his own education Justin is pursuing a CFP designation to provide enhanced service to his clients.
Outside of the office Justin remains active sharing his time between playing various sports and in the gym. He also enjoys travelling 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.
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. One of her many career highlights was in 2012 when she was recognized by TD for consistently exceeding the bank’s core principals and awarded with a trip to Palm Springs, California. In her spare time she enjoys travelling, 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.