Suggestions
Peter Opp
Senior Vice President-Financial Advisor at RBC Wealth Management
Professional Background
Peter Opp is an accomplished Senior Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. Currently, he serves in a prominent role at RBC Wealth Management, where he leads a robust team dedicated to helping clients achieve their financial aspirations. With a wealth of expertise in wealth management, retirement planning, and investment strategies, Peter has a proven track record of providing clients with tailored financial solutions that meet their unique needs.
Prior to his tenure at RBC Wealth Management, Peter honed his skills at Merrill Lynch Wealth Management as a Senior Vice President. During his time there, he developed a deep understanding of the intricacies of wealth management and client advisory services, positioning himself as a trusted partner for high-net-worth individuals and families. His extensive background has equipped him with the tools necessary to navigate the complexities of wealth accumulation and preservation.
Goals-Based Wealth Management Process
One of the standout features of Peter's approach to wealth management is his proprietary Goals-Based Wealth Management Process. This innovative five-step framework is designed to assess clients' situations accurately, articulate their needs and goals, define and refine suitable approaches, implement goals-based portfolios, and regularly review progress towards achieving those goals. This comprehensive structure allows Peter and his team to ensure that every financial decision aligns closely with their clients' individual priorities.
Moreover, Peter appreciates the importance of getting to know his clients on a personal level. Understanding each client's investment personality is integral to the success of their wealth management journey. By leveraging principles of Behavioral Finance, Peter is able to develop investment strategies that are uniquely suited to each individual's situation. This personalized interaction fosters a trusting relationship between him and his clients, enabling them to feel confident in the recommendations provided.
Commitment to Legacy Planning
Legacy planning is another crucial area of focus for Peter Opp and his team. They understand that transitioning assets from one generation to the next or to charitable organizations requires careful, thoughtful planning. Peter has extensive experience working with various local professionals in legal and tax matters, ensuring that his clients' wishes are fulfilled while minimizing any potential tax implications.
Beyond the mere transfer of assets, Peter emphasizes the importance of articulating and passing along clients' stewardship philosophies. He believes that these values play an essential role in family dynamics and the responsible management of wealth across generations. To facilitate this process, Peter encourages structured intergenerational family meetings where values related to stewardship can be discussed and understood. This proactive approach not only strengthens family bonds but also ensures that the legacy of each client is honored.
Education and Achievements
Peter Opp pursued his Bachelor's Degree at the University of Minnesota System, an institution known for its strong academic programs and commitment to student success. His academic journey there laid a solid foundation for his future career in financial services, allowing him to develop critical thinking skills and a comprehensive understanding of economic principles.
Professional Associations
Throughout his illustrious career, Peter has continually positioned himself as a key player in the financial services landscape. His involvement in various financial organizations has kept him at the forefront of industry trends and best practices. As a Senior Vice President at RBC Wealth Management, he frequently collaborates with other financial professionals, ensuring that his clients benefit from a network of expertise.
Peter has also established lasting relationships with professionals in the areas of law and taxation. This interconnectedness enhances his ability to provide holistic solutions that align with his clients' comprehensive financial needs.
Achievements
Peter's dedication to his clients and commitment to excellence in wealth management have earned him numerous accolades throughout his career. As a seasoned professional, his insights into behavioral finance and goals-based investment strategies have made him a highly sought-after expert in the industry. His ability to articulate complex financial concepts in an accessible manner is a hallmark of his practice, and he has become a trusted advocate for his clients' financial wellbeing.
In addition to his achievements in wealth management, Peter has demonstrated a passion for community service and philanthropy. He actively seeks opportunities to give back to the community, often encouraging his clients to consider charitable contributions that resonate with their values. This focus on stewardship extends beyond asset management, illustrating Peter's holistic approach to financial planning.
In conclusion, Peter Opp is a seasoned Senior Vice President and Wealth Management Advisor whose career spans over three decades. With a focus on goals-based wealth management, behavioral finance, and legacy planning, he delivers comprehensive financial solutions that empower his clients to achieve their life priorities. His commitment to understanding each client personally and forging strong relationships underscores his belief in the importance of stewardship and informed financial decision-making. For anyone seeking to align their investments with their personal values and goals, Peter is the consummate professional equipped to guide them through their financial journey.
Location
People also viewed
M
Related People
Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Clay's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.