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Independent Professional Advice for Today and Tomorrow

Published byFrederick Chambers Modified over 5 years ago

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Presentation on theme: "Independent Professional Advice for Today and Tomorrow"— Presentation transcript:

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

2 THE CHALLENGE

3 THE SOLUTION OMG

4 OUR BELIEF

5 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.

6 OUR FIRM Boutique Firm Securities Dealer

7 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

8 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

9 AREAS OF PRACTICE Comprehensive Wealth Management
Employee Benefits Consulting Specific Engagements

10 COMPREHENSIVE WEALTH MANAGEMENT
MONEY LIFE

11 COMPREHENSIVE WEALTH MANAGEMENT
MONEY Values Strategies Goals Assets LIFE

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

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

14 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

15 Comprehensive Wealth Management Plan
John and Jane Client

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

17 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

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