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Intellect • Process • Discipline

Intellect • Process • Discipline. Independent Professional Advice for Today and Tomorrow. THE CHALLENGE. THE SOLUTION. OMG. OUR BELIEF. VALUE OFFERING.

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Intellect • Process • Discipline

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  1. 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. OUR FIRM Owens MacFadyen Group OMG Benefits Consulting Inc. OMG InsuranceServices Inc. OMG Wealth Management Inc. Benefits and Pension Planning Insurance andEstate Planning Investments and Financial Planning

  8. OUR FIRM 51 80 People 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 Specific Engagements Comprehensive Wealth Management Employee Benefits Consulting

  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 Succession Plan Investment Management Plan Financial Plan Income Plan Estate Plan

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

  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 MONEY Strategies Values Goals Assets • Income Plan • Timely • Tax efficient • Sustainable • Investment Plan • Purpose/Risk • Tax efficient • Strategic LIFE • Estate Plan • Orderly/Secure • Tax efficient • Meets goals

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