Independent Professional Advice for Today and Tomorrow

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Presentation transcript:

Independent Professional Advice for Today and Tomorrow Intellect • Process • Discipline Independent Professional Advice for Today and Tomorrow

THE CHALLENGE

THE SOLUTION OMG

OUR BELIEF

VALUE OFFERING By using a comprehensive, team-based approach, we help manage the complexities of your financial affairs so goals can be achieved and opportunities maximized – for yourself, your family, your business and your community.

OUR FIRM Boutique Firm Securities Dealer

Benefits Consulting Inc. Insurance Services Inc. OUR FIRM Owens MacFadyen Group OMG Benefits Consulting Inc. OMG Insurance Services Inc. OMG Wealth Management Inc. Benefits and Pension Planning Insurance and Estate Planning Investments and Financial Planning

51 80 4 OUR FIRM People Accreditations Locations 24 Advisors 56 Support and Technical Administrative Accreditations 4 15 Certified Financial Planners (CFP) 9 Chartered Life Underwriters (CLU) 5 Chartered Financial Consultants (CHFC) 9 Chartered Professional Accountants (CPA) 2 Certified Employee Benefit Specialists (CEBS) 6 Chartered Financial Analysts (CFA) 1 Trust and Estate Practioner (TEP) 4 Chartered Investment Managers (CIM) Locations Moncton Saint John Halifax Toronto

AREAS OF PRACTICE Comprehensive Wealth Management Employee Benefits Consulting Specific Engagements

COMPREHENSIVE WEALTH MANAGEMENT MONEY LIFE

COMPREHENSIVE WEALTH MANAGEMENT MONEY Values Strategies Goals Assets LIFE

COMPREHENSIVE WEALTH MANAGEMENT Investment Management Plan Succession Plan Financial Plan Income Plan Estate Plan

COMPREHENSIVE WEALTH MANAGEMENT Investment Management Plan Succession Plan Financial Plan Income Plan Estate Plan

COMPREHENSIVE WEALTH MANAGEMENT: PROCESS Phase 1 Build a comprehensive wealth management platform Asset management discussion Phase 2 Hunt for value Phase 3 Implement Phase 4 Monitor and review

Comprehensive Wealth Management Plan John and Jane Client

COMPREHENSIVE WEALTH MANAGEMENT: COMPENSATION No additional fee to client Compensation Employee Benefits Insurance Investment Management Referrals

COMPREHENSIVE WEALTH MANAGEMENT Financial Plan Capacity Organized S.O.R. Succession Plan Pro-active Tax efficient Flexible LIFE MONEY Values Goals Strategies Assets Income Plan Timely Tax efficient Sustainable Investment Plan Purpose/Risk Tax efficient Strategic Estate Plan Orderly/Secure Tax efficient Meets goals