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Owens MacFadyen Group

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Owens MacFadyen Group

Overview:

Comprehensive
Wealth Management
Managing the Relationship
Between Life and Money
Traditional models approach planning as a client-initiated process that is only done after an event has occurred. This is not good enough for OMG. To achieve best outcomes, OMG clients receive a proactive, comprehensive approach. OMG plans are managed through a generation. We collaborate with your other professional advisors to ensure your financial plan integrates with your income plan, your investment management plan, your estate plan, your philanthropic plan and your personal and professional succession plan. We measure our progress to this plan. We provide proof, not promises.

We believe the best way to define the value of OMG planning is to tell you what it is not...

Our power is in our people. We do not believe that a single point of contact can achieve your best outcomes. That is why the OMG model is the inverse of the industry. We have four to seven people actively working on each file and have designed each OMG office to provide our clients with immediate access to best-in-class specialists.

Every wealth management plan is developed with the expertise of our advisors. Please get to know more about the background, education, accreditation and experience of your OMG Wealth Management Advisor.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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