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 OMG customized plan is developed with the expertise of our CFA charterholders, tax and estate specialists, and investment team. As you can see from the individual biographies below, the level of education, experience and accreditation among our team members is unparalleled.
Each of our clients has a unique and complex set of circumstances. Customized planning requires a team of specialists. Information requires insight.
Advisors
Robert Owens
Robert Owens CFP®, CH.F.C., CLU®
In 1995 Bob, and his partners, established Owens MacFadyen Group. After 20 years with a major financial services firm, their mission was, and still is, to offer independent, comprehensive financial management services. With over 35 years of experience, Bob is well recognized for his expertise in the financial issues faced by professionals and business owners. Bob holds a Bachelor of Business Administration from Acadia University. He has been invited to speak at numerous industry functions across Canada and the United States. Bob is a member of the Financial Advisors Association of Canada, the Conference for Advanced Life Underwriting (CALU) and the Investment Industry Association of Canada. He has been active with industry and community organizations, including Past Chair of CALU, Past Chair of Rothesay Netherwood School, Past President of Riverside Golf and Country Club and Past Chair of National Health Care Coalition and is a Board Member of the Atlantic Institute for Market Studies.
Bob Manning
Bob Manning CFP®, CLU®
Bob joined Owens MacFadyen Group in 2004. He brought with him 15 years of business experience working in multi-national, national and regional organizations. He held executive-level positions in operations, sales & marketing and planning in the information technology sector and has consulted to & helped manage start-up companies in Atlantic Canada. Bob’s clientele consists of successful entrepreneurs, senior executives and professionals. Bob is known for his commitment to community. He is a Past Member of the Board of Directors for the Canada Revenue Agency (CRA). Among his many volunteer roles, Bob has served as Past Chair of both Enterprise Saint John and the Saint John Regional Chamber of Commerce, Past Board Member of the Saint John Regional Hospital Foundation and the Board of Governors of Rothesay Netherwood School. Bob holds a Bachelor of Business Administration from Saint Francis Xavier University.
Jeff Owens
Jeff Owens CFP®
Jeff joined Owens MacFadyen Group in 2005 after spending the first few years of his career with a major financial services firm. He is a registered representative and is licensed with life and living benefits. Jeff graduated from Mount Allison University with a Bachelor of Commerce and is a Certified Financial Planner practitioner. Jeff’s practice employs a team-based approach and specializes in complex financial planning needs for business owners, incorporated professionals and executives. Jeff has served on the Board of Directors at the United Way as well as co-Chair of Membership with the Financial Advisors Association of Canada.
Michael Duncan
Michael Duncan CFA
Michael joined Owens MacFadyen Group in 2011. Prior to arriving at OMG, Michael worked as an Associate Portfolio Manager for an independent wealth management firm where he gained broad knowledge and investment experience. In addition, Michael holds over five years of experience working as a Financial and Treasury Analyst in the oil and gas sector. As a CFA® charterholder, Michael brings a unique level of investment knowledge and tax planning to his growing practice of professionals and business owners. He holds a Bachelor of Commerce, with a major in Finance, from Saint Mary's University, as well as a Diploma in Geomatics Engineering from the Centre of Geographic Sciences in Nova Scotia.
Peter Elkin
Peter Elkin CFP®, CH.F.C., CLU®
Peter joined Owens MacFadyen Group in 2001. Peter’s knowledge, ability and 14 year practice with a leading insurance and financial management company, as well as personal involvement into family business provides a unique and valuable resource for business owners and professionals for their planning needs. Peter is a member of the Financial Advisors Association of Canada and the Life Underwriters Association of Saint John. Peter also served on numerous financial, non-profit and athletic boards throughout his career.
Armand Iratunga
Armand Iratunga CPA, CA
Armand is an experienced tax and business advisor, with 12 years experience providing business and tax advisory services with two of the Big Four accounting firms. Armand holds a BSc. in Computer Science with major in Accounting from the Université de Moncton, is a Chartered Professional Accountant and member of CPA New Brunswick. He is also a tax specialist and member of the Canadian Tax Foundation having completed all levels of CPA Canada In-Depth Tax course including advanced tax courses focused on complex tax planning strategies and tax issues for owner-managed corporations. Prior to joining OMG, Armand specialized in Canadian corporate income tax planning. He worked with clients in a variety of industries on corporate reorganizations, business succession planning and trust planning. Armand was also involved in various areas such as owner-manager remuneration planning and real estate/creditor proofing strategies. Armand provides a team-based approach to comprehensive wealth management for business owners, professionals and executives in both official languages.
Dave MacFadyen
Dave MacFadyen CFP®, CH.F.C., CLU®
Dave and his partners established Owens MacFadyen Group in 1995. They believed that in order to get best outcomes, their clients needed advice that was independent and comprehensive. Dave holds a leadership role nationally in the financial services industry and locally in his community. Dave is past Chair of Enterprise Greater Moncton, past Chair of the Financial Planners Standards Council, past Vice Chair of South East Health Care Corporation, has served as a Director of, and is a member of the Financial Advisors Association of Canada. He is a member of the Conference for Advanced Life Underwriting and the Investment Industry Association of Canada. Dave holds a Bachelor of Business Administration from Acadia University.
Ralph Macdonald
Ralph Macdonald CPA, CA, CFP®
Ralph joined Owens MacFadyen Group in 1998. Ralph’s experience as a partner in an accounting firm and a principle of an Atlantic-based refreshment company gives him the personal insight business owners need. Ralph holds a Bachelor of Commerce from Dalhousie University, is a member of the CPA New Brunswick, the Financial Advisors Association of Canada and the Conference for Advanced Life Underwriting.
Michel Noël
Michel Noël CPA, CA, CFP®
Michel joined Owens MacFadyen Group in 2012 after a 20 year career in the accounting industry, 14 of which were spent as a tax specialist. He provided tax advice to professionals and business owner-managers on topics including purchase/sale of business, estate planning, corporate reorganization, compensation strategy, and family trusts. Michel provides comprehensive wealth management advice in both official languages. He is a member of CPA New Brunswick and of the Canadian Tax Foundation. He serves on the Board of Directors of the Conseil Économique du Nouveau-Brunswick. Michel holds a Bachelor in Business Administration from the Université de Moncton and a license in accounting from the Université Laval.
Matt Brennan
Matt Brennan MBA, CFP®, CLU®
Matt joined Owens MacFadyen Group in 2009. Prior to becoming a Wealth Management Advisor, Matt supported OMG clients as a Financial Analyst and as an Associate Advisor. Matt is a Certified Financial Planner and a Chartered Life Underwriter. Matt holds a Bachelor’s Degree in Political Science from St. Thomas University and an MBA from the Australian Catholic University in Sydney, Australia.
Matt Price
Matt Price CFP®
Matt joined Owens MacFadyen Group in 2007. Prior to becoming a Wealth Management Advisor, Matt supported OMG clients as a Financial Solutions Analyst and as an Associate Advisor. Matt’s background as an analyst drives his need to find clear solutions for complex situations. Matt is a CFP professional and has his Life, Accident & Sickness Insurance license. He is a graduate of Saint Mary’s University.
Yair Gal
Yair Gal CFP®
Yair joined Owens MacFadyen Group in 2013. Yair applies his background in banking and investments to enhance OMG’s planning for his professional and business owner clients. Yair is a Certified Financial Planner and in addition to receiving a Bachelor of Science in Business Management from the University of Maine, Fort Kent; Yair was named Valedictorian of his graduating class as well as the recipient of the Presidential Award for Academic Excellence. To maintain the energy of his college basketball days, he still enjoys the game and can be seen on the court a few times a week.
Jonathan Owens
Jonathan Owens
Jonathan joined Owens MacFadyen group in 2013. Prior to joining OMG, he worked as an Advisor with a leading financial services firm. Jonathan holds a Bachelors of Commerce from Mount Allison University. Jonathan volunteers locally coaching basketball.
Mary Murphy
Mary Murphy CPA, CA
Mary is a CPA CA and is a Registered Representative. She has over 15 years of experience with an independent financial services firm. Mary has built a practice specializing in the planning needs of the professional services market. Mary is known for her client relationships and dedication to client service. She is a very experienced fundraiser having served for over 10 years on the Scarborough Hospital Foundation Board. She is a member of the Conference for Advanced Life Underwriting and holds a Major in Commerce and Economics from the University of Toronto, Scarborough College.
Doug Smith
Doug Smith CFP®, CLU®
Doug has over 30 years of business experience, working in both national and regional organizations. He held various senior management roles in the packaged goods industry before entering the financial services field. In 2002, Doug joined Owens MacFadyen Group. Doug is a Certified Financial Planner practitioner and holds a Bachelor of Business Administration from the University of New Brunswick.
Joshua Vekeman
Joshua Vekeman CFP®, CLU®
Josh joined Owens MacFadyen Group in 2014. Prior to joining OMG, he served as the Director of Business Development and Branch Manager for a national financial services firm and has been in the planning industry since 2001. Josh is a Certified Financial Planner, Chartered Life Underwriter and holds a Bachelor of Commerce from Saint Mary's University.
Marcel Tellier
Marcel Tellier CPA, CA®
A seasoned financial professional with over 25 years of experience in serving the needs of business owners, Marcel spent the last 15 years with a local CPA firm (13 years as partner), where he focused on providing tax advice, assurance, and business advisory services to owner/managed businesses. Areas of work included tax and compensation planning, corporate reorganizations, business succession, and family trusts. Previously Marcel worked for a national accounting firm and spent four years in industry in a variety of finance roles for both established and start-up companies. Marcel is a member of CPA Nova Scotia and holds a Bachelor of Commerce degree in both accounting and finance from the University of Ottawa. Marcel has been involved in several volunteer roles, including nine years as Treasurer for a local organization working with at-risk youth and young offenders. He has also served on a national committee for CPA Canada. He currently sits on the Audit Committee for Innovacorp. Marcel is also fluently bilingual (English and French).
Adam Gordon
Adam Gordon MBA, CFP®, RHU, CLU®, CIM
Prior to joining OMG, Adam spent 14 years as a Financial Advisor and Director of Business Development with a leading national financial services firm. He has an MBA from the Schulich School of Business (York University) and is a Certified Financial Planner practitioner. Adam is an ambassador for FPSC to promote the value of financial planning as a profession. He is also a part time instructor at Humber College’s Financial Planning program.
Rob MacKenzie
Rob MacKenzie MBA
Rob’s breadth of professional experience and education brings a unique and well-rounded perspective to his clients. He holds a Bachelor of Biochemical Engineering Science from the University of Western Ontario (BESc.), and an MBA from the Rotman School of Management at the University of Toronto. Rob has 5 years of sales and leadership experience with the largest global brewer, and 6 years experience in both strategy consulting and commercial lending with the largest bank in Canada. Rob is an active founding member of the East Toronto chapter of the charity ‘100 Guys Who Care’.
Iain Fleming
Iain Fleming CIM
Iain brings over ten years of wealth management experience to Owens MacFadyen Group having held multiple positions at two of the country’s largest financial institutions. Iain holds a B.A. (Honours) from Queen’s University and is a Chartered Investment Manager. Prior to pursuing his career in finance, Iain was an All-Canadian receiver for the Queen’s Golden Gaels and went on to play in the CFL for the Hamilton Tigercats.
Jeff Bowen
Jeff Bowen CPA, CA-IFA
Prior to joining Owens MacFadyen group, Jeff worked at a multinational accounting firm for 12 years with the last 10 years spent in the Forensic Investigations group. Jeff is a registered representative and a graduate of the Administrative and Commercial Studies (ACS) program with a minor in Economics from the University of Western Ontario and holds a Diploma in Investigative and Forensic Accounting from the Rotman School of Management (U of T). Jeff is a Chartered Professional Accountant (CPA) and a Chartered Investigative and Forensic Accountant (CA-IFA).
Mitch MacLellan
Mitch Maclellan MBA
Mitch’s professional experience provides a unique perspective and benefit to his clients. He comes with almost a decade of experience as a senior leader & partner at a large financial services organization, where he was responsible for leading business development strategies for the organization. Mitch holds a Master of Business Administration from the Smith School of Business at Queens University, and has been an active volunteer and coach in the local hockey community the last decade.
James Cooper
James Cooper CPA, CA, MTax
James joined Owens MacFadyen Group in 2022 after a 25 year career in the accounting industry, 18 of those years working at two of the Big four public accounting firms. The last ten years he specialized in the mining sector, with seven of them as the tax director at a publicly traded international mining company. He is a CPA, CA and is a tax specialist who obtained his Master of Taxation from the University of Waterloo as well as an Honours Bachelor of Commerce from McMaster University.
Mark Burnand
Mark Burnand CIM, CFP
Mark joined Owens MacFadyen Group in 2017. His extensive background in Tax and Estate Planning make him extremely qualified to implement the best strategies for incorporated professionals and business owners. Mark is a holder of the Chartered Investment Management and the Certified Financial Planner designations. Prior to joining OMG, Mark held progressive roles with a hedge-fund accounting firm, including as an Investor Relations Specialist. He is a Finance graduate from NSCC with an Award of Merit for Academic Proficiency and Professionalism. Mark’s Community work includes the Deans Advisory Council for the Finance program at NSCC and participating in the Junior Achievement – Economics for Success program.
Advisor Associates
Andrew Harding
Andrew Harding CFA, CAIA
Andrew joined Owens MacFadyen Group in 2016. Prior to OMG, he spent 3 years working with a Canadian independent investment firm in client relations. Andrew is a graduate of the University of Prince Edward Island, holding his Bachelor's Degree in Business Administration. Andrew provides service and financial planning support to clients of Bob Owens. He is CFA® charterholder and a member of the Atlantic Canada CFA Society.
Chris Jessulat
Chris Jessulat CFA, CFP®, CAIA, CIM
Chris joined Owens MacFadyen Group in 2013. Chris previously worked with a major chartered bank and its brokerage firm, along with a major investment dealer. He is a registered retail representative and is licensed with life and living benefits. He is a CFA® charterholder, a CFP® practitioner, and a Chartered Investment Manager. Chris has volunteered in his community with various charities, athletic and cultural organizations, including service as an artillery soldier with Canadian Armed Forces Primary Reserve and as a committee member supporting the Atlantic Ballet Theatre of Canada. Chris presently serves on the Board of Directors for Second Stages Safe Haven, a shelter provides on-going support, counselling and programs in conjunction with temporary, long term and safe affordable housing for abused women and abused women and their children. He has been appointed to the Board of Directors at Habitat for Humanity, Saint John.
Mackensey Bell
Mackensey Bell CFA
Mackensey joined Owens MacFadyen Group in 2016. Mackensey's previous experience includes a Research Assistant and a Funding Support office of a major bank. Mackensey holds a Bachelor of Commerce with a Major in Finance from St Mary’s University.
Jesse Melanson
Jesse Melanson
Jesse joined Owens MacFadyen Group upon graduating from Mount Allison University where he earned his Bachelor of Commerce with distinction in May 2018. Prior to his graduation, Jesse had worked summer intern positions both with the federal government and Owens MacFadyen Group.
Joseph Richard
Joseph Richard
Joseph joined Owens MacFadyen Group in 2021. He holds a Bachelor of Business Administration in Finance from the Université de Moncton. Prior to joining OMG, Joseph was a member of his university hockey team and played in the QMJHL. Joseph is active in his community and has volunteered with Goody’s Ball Hockey as well as P.R.O. Kids. Joseph is a CFA Program Participant and completed Level 1 in 2021.
Resource Team
Jason Pouliot
Chief Investment Officer
Jason Pouliot CFA, CFP®
Jason joined Owens MacFadyen Group in 2002. As Chair of OMG’s Investment Committee, Jason is responsible for the initial and ongoing due diligence of investment products and investment strategies. Jason works closely with our advisors and their clients on investment strategies and many other elements of comprehensive wealth management. Jason holds a Bachelor of Commerce with a major in Finance from Dalhousie University. He is a CFA® charterholder and a member of the Atlantic Canada CFA Society.
Leslie Tarrant
Director, Portfolio Management
Leslie Tarrant
Leslie joined Owens MacFadyen Group in 2020. After graduating from Ryerson University in 2002, Leslie has spent her entire professional career in financial services, both here in Canada as well abroad. Leslie is a Registered Representative and a Certified Project Manager.
Barry Van Steeg
VP Tax & Estate Planning
Barry Van Steeg CPA, CA, CFP®, TEP
Prior to joining Owens MacFadyen Group in 2001, Barry has spent a majority of his career in the financial services industry including time with an international advisory firm and with a major insurance company. Barry works closely with our advisors and clients on tax issues and strategies and many other elements of comprehensive wealth management. Barry holds a Bachelor of Arts with a major in Economics (Honours) from Wilfred Laurier University. Barry is a member of the CPA New Brunswick, the Canadian Tax Foundation, the Society of Trust and Estate Practitioners, the Financial Advisors Association of Canada and the Conference for Advanced Life Underwriting.
Michael Earle
Director, Tax & Estate Planning
Michael Earle CPA, CA, CFP®
Michael joined Owens MacFadyen Group in 2014. His prior professional career includes working as a Senior Accountant with a large accounting firm, where he gained experience in various areas such as taxation, assurance, and business advisory. Michael is a member of CPA New Brunswick and the Conference for Advanced Life Underwriting (CALU), a Certified Financial Planner practitioner, a Chartered Life Underwriter and has a Bachelor of Business Administration, with a major in accounting & finance from The University of New Brunswick.
Nicolas Schollenberg
Financial Analyst
Nicolas Schollenberg
Nicolas joined Owens MacFadyen Group in 2019 after several years working in data analytics for multinational food companies. Nick holds both a Bachelor of Business Administration with a Minor in economics and a Concentration in finance and an MBA from the University of New Brunswick. He is a CFA Exam Level II Candidate.
Jonah Philip
Financial Analyst
Jonah Phillip
Jonah joined Owens MacFadyen Group in January 2021. Prior to OMG, he worked in business development for a tax incentive consulting firm. Jonah holds a bachelor’s degree in economics with a specialization in finance from the University of Victoria.
Samson Streatch
Financial Analyst
Samson Streatch
Samson joined Owens MacFadyen Group in 2021. Samson’s previous experience includes working as a Property Tax and Valuation Analyst for a major real estate consulting firm. Samson holds a Bachelor of Commerce with a Major in Finance from Dalhousie University and is currently a CFA Level 2 candidate.
Danick Emond
Financial Analyst
Danick Edmond MBA
Danick joined Owens MacFadyen Group in 2022. He holds an MBA from the Université de Moncton. Prior to joining OMG, Danick worked as a financial management advisor with the federal government.
Travis Zhou
Research Analyst
Travis Zhou
Travis joined OMG in January 2022 after spending 4 years with a major financial technology company focusing on credit analysis. Prior to that, Travis worked as an Equity Research Associate for an investment advisory firm. Travis holds a Master of Science in Finance degree from Simon Fraser University where he also worked on Canada's largest student-run investment fund. He is a CFA Exam Level III Candidate.
Franc Sng
Director, Investments
Franc Sng
Franc joined Owens MacFadyen Group in 2022. He began his investment career in 2008 as a sell-side equity research analyst covering the equity stock market in Singapore. Prior to joining OMG he also spent 6 years as an Associate Portfolio Manager with Nova Scotia Pension. Franc holds a Bachelor of Computing Degree from The National University of Singapore and a Master’s degree in Global Management from Royal Roads University, and is a CFA® charterholder.
Alex Crosby
Senior Financial Analyst
Alex Crosby
Alex joined Owens MacFadyen Group as an intern in 2020, before transitioning into the Financial Analyst role in 2021. He recently graduated from the University of Victoria where he studied economics with a finance specialization. Alex is an alumni of the University’s Applied Portfolio Management Program.
Mitchell Craig
Research Analyst
Mitchell Craig
Mitchell joined Owens MacFadyen Group in January 2022. Prior to OMG, he worked as a portfolio & trade support analyst with a global financial services firm. He holds a Master of Finance degree from Saint Mary’s University and a Bachelor of Business Administration (Honours) degree with a Major in Finance from Saint Francis Xavier University. He is a CFA® charterholder and a member of the Atlantic Canada CFA Society.
Adam Winterton
Portfolio Associate
Adam Winterton
Adam joined Owens MacFadyen Group in 2022. His previous experience includes working as an Operations Analyst for a hedge fund administration firm. Adam holds a Bachelor of Science with a major in Economics from Dalhousie University.
Kate Palmer
Financial Analyst
Kate Palmer
Kate joined Owens MacFadyen Group in 2018 after completing her Diploma in Business Administration – Investment Management at NBCC. Prior to becoming a Financial Analyst, Kate supported OMG clients as a Wealth Associate. She is a Registered Representative and holds her Life, Accident & Sickness License. Kate has volunteered on fundraisers for Muscular Dystrophy Canada and the Crohns & Colitis Foundation of Canada.
Taylor LeBlanc
Financial Analyst
Taylor LeBlanc, CPA
Taylor joined Owens MacFadyen Group in 2022. Prior to OMG, he worked with a Big 4 accounting firm where he gained experience in providing taxation and assurance services to owner-managed businesses and multinational clients in a variety of industries. Taylor is a Chartered Professional Accountant and a member of CPA Nova Scotia. He holds a Bachelor of Business Administration, with a major in accounting from the University of New Brunswick.
David Lijun Yu
Research Analyst
David Lijun Yu
David joined Owens MacFadyen Group in 2022. He previously worked as a big data analyst with a big four accounting firm in China focusing on research and credit rating model construction with AI (machine learning) method. With extensive financial experiences and strong abilities in mathematics and programming, he is now working as a quantitative analyst at OMG investment team. David holds a Master of Science degree from Dalhousie University, and he is a CFA Exam Level 3 Candidate.
Ryan Innes
Financial Analyst
Ryan Innes
Ryan joined Owens MacFadyen Group in 2023. He holds a Bachelor of Business Administration in Finance from the University of New Brunswick. Prior to joining OMG, Ryan worked as a Financial Support Analyst for the Department of National Defense at one of Canada’s largest military bases.
Julian Kean
Financial Analyst
Julian Kean
Julian joined Owens MacFayden Group in 2023. Prior to joining OMG, he held various construction management positions across Canada, in oil and gas, mining, and green energy. He also spent time as a microbrewery owner, helping to develop the craft brewery industry in Newfoundland and Labrador. Julian holds an Engineering Technology Diploma from College of the North Atlantic and a Bachelor of Business Administration (Honours), with focus in accounting from Memorial University of Newfoundland.
Jennifer Bonnevie
Director, Advisory Support
Jennifer Bonnevie CFP®, CLU®
Beginning her career in the financial services with a major financial institution, Jennifer joined Owens MacFadyen Group in 2005. She has spent her career in financial services working with independent advisors and their teams specializing in a client centred approach to service excellence. Jennifer holds both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. She is currently pursuing a Bachelor of Business Administration in Project Management. Jennifer has been an active member of Toastmasters since 2018 where she mentors others to enhance their communication and leadership skills. Jennifer is an active supporter of both Hospice Halifax and the Nova Scotia SPCA.
Operations
Denise Hamel
IT Technical Support Analyst
Denise Hamel
Denise joined Owens MacFadyen Group in 2015. She brings with her 16 years of experience as an IT professional. Her background includes a large national telecommunications provider as a technical analyst. Denise has additional experience in customer service and client relations having worked with a large New Brunswick forestry management firm as well as a Chartered Trust Company. Denise is a Graduate of the Business Information Technology program at NBCC Saint John. She also holds her diploma in Business Administration from Modern Business College, and is a Graduate in Computer Operations and Document Design with ATS Saint John. As an active member of her community, Denise is a current member of Ascent NB and works as a volunteer with Ground Search and Rescue.
Nicole Hicks
Senior Administrator
Nicole Hicks
Nicole began her career with the Owens MacFadyen Group in 1996. Nicole is responsible for providing accounting, payroll and administrative support to the companies of the Owens MacFadyen Group.
Shawn Kodejs
Manager, Compliance
Shawn Kodejs
Shawn joined Owens MacFadyen Group in 2018. Before joining OMG, he worked as a Sales Support Associate at Great-West Life. Coupled with his work experience in both the wealth and insurance fields, Shawn has a solid knowledge of compliance requirements and practices. Shawn holds a Bachelor of Arts degree from Saint Mary’s University. He is an avid soccer player and currently volunteers coaching youth soccer for a local soccer club.
Beth Dykeman
Compliance Officer
Beth Dykeman
Beth joined Owens MacFadyen Group in 2015. She graduated from NBCC Saint John with a Diploma in Business Administration - Investment Management. She is a Registered Representative and has her Certificate in Investment Dealer Compliance. Beth is active in her community and serves on the Board of Directors for Carleton Community Centre Inc.
Erin DelCiancio
Compliance Officer
Erin DelCiancio
Erin joined Owens MacFadyen Group in 2019. Her prior professional experience includes working as an Office Manager and Operations Associate, where she supported all investment and operational functions at a Toronto-based independent investment management firm. Erin holds a Bachelor of Kinesiology from Wilfrid Laurier University, and is a Registered Representative.
Tanner Cheeseman
IT Service Delivery Manager
Tanner Cheeseman
Tanner joined Owens MacFadyen Group in 2022. He brings with him over a decade of experience in information technology and business, including operations, service delivery, cyber security, IT strategy, IT for M&As, and project management. Before joining Owens MacFadyen Group, he held progressively senior and diverse roles in information technology across a breadth of industry sectors, including commercial real estate, energy, consulting, and family office/private wealth. Tanner has studied business at the University of New Brunswick Saint John and Memorial University of Newfoundland.
Hilary Dietrich
Controller
Hilary Dietrich
Hilary joined Owens MacFadyen Group in 2022. Prior to OMG, she worked as an audit manager with a Big 4 accounting firm. She brings to OMG a range of experience in technical accounting and financial reporting. Hilary is a Chartered Professional Accountant and is a member of CPA Nova Scotia. She also holds a Bachelor of Commerce with a major in accounting from Dalhousie University and a Graduate Diploma in Accounting from Queen’s University.
Alicia Shaban
Human Resources Manager
Alicia Shaban
Alicia joined Owens MacFadyen Group in June 2023 bringing over 25 years in Retail Customer Service, Leadership, and Human Resources experience. She is a graduate of Atlantic Business College in Human Resources Management with distinction and holds a BA in Organizational Management from Crandall University, both in Moncton, NB, where she grew up. Alicia is certified in Prosci Change Management as well as a Predictive Index practitioner.
Administration
Jamie Cyr
Wealth Associate
Jamie Cyr
Jamie joined Owens MacFadyen Group in 2015. She brings 14 years of financial service experience and has held both administrative and advisory roles in the banking industry. Jamie is a Registered Representative. She stays active within her community and has volunteered at Romero House, Empty Stocking Fund and Muscular Dystrophy Canada.
Sacha Bustin
Wealth Associate
Sacha Bustin
Joining Owens MacFadyen Group in 2017, Sacha brings with her 10 years of experience in Sales and Human Resources Administration. Sacha holds a Bachelor’s degree in Business Administration with a Major in Marketing from St. Francis Xavier University. Sacha is a Registered Representative. Sacha volunteers through her Church Community supporting initiatives on reaching children in poverty in the Saint John Region and “Love Week”.
Conrad Hache
Wealth Associate
Conrad Hache
Joining Owens MacFadyen Group in 2015, Conrad brought with him 2 years of industry experience as a sales assistant and compliance officer. Prior to this, Conrad graduated from the Nova Scotia Community College, earning a diploma in Business Administration, with a focus in Investment Management. He was awarded the NSCC Foundation award “Recognizing outstanding academic achievement, leadership and service that has made a difference in the lives of others.” Conrad is bilingual (French and English), a licensed Registered Representative, holds both his Life, Accident & Sickness Insurance License and a Certificate in Financial Services Advice.
Katie Quinn
Wealth Associate
Katie Quinn
Katie joined Owens MacFadyen Group in 2021 bringing with her a decade of experience in sales and leadership roles. Katie’s professional background includes working for a major Canadian insurance company, with a focus on customer and employee experience. Katie is a Registered Representative.
Amanda Turple
Financial Administrator
Amanda Turple
Amanda joined Owens MacFadyen Group in 2020. She brings with her over 14 years’ of experience in administration, customer service and office management. Amanda has dedicated many years working, volunteering, and giving back to the community with a variety of organizations, including Canadian Blood Services, Habitat for Humanity and Girl Guides of Canada–Guides du Canada.
Karen Campbell
Wealth Associate
Karen Campbell
Karen joined Owens MacFadyen in 2019. With over 20 years of experience, Karen previously held progressive roles in Corporate Finance for a National Food Retailing Company focusing on compliance, disclosure and investor relations. Prior to that Karen worked in the financial services industry as an Investment Associate focusing on financial planning and client service. Karen has a Bachelor of Business Administration from Acadia University and is also a Registered Representative. Karen has been very involved in her community volunteering with several sports clubs and governing organizations.
Samantha Mitchell
Wealth Associate
Samantha Mitchell
Samantha joined Owens MacFadyen Group in 2022, bringing with her a background in client and administrative services. Her professional background includes working for a major Canadian insurance company, as well as within the oil and gas sector. Samantha holds a Master of Geology from the University of Calgary, and is a Registered Representative.
Teena Westhaver
Wealth Associate
Teena Westhaver
Teena joined Owens MacFadyen Group in 2021 after completing her Diploma in Business Administration – Financial Management at NBCC. She brings 15+ years of experience in customer care and technical analyst roles in the telecommunication industry.
MJ Choi
Wealth Associate
MJ Choi
MJ joined Owens MacFayden Group in 2022, bringing with her over 20 years of experience in administration and office management. Her prior professional experience includes roles in project administration, accounting, and overseas sales and purchasing in various industries. MJ holds a diploma in International Trading and is pursuing her designation as a Registered Representative.
Mallory Kroll
Wealth Associate
Mallory Kroll
Mallory joined Owens MacFadyen Group in 2022, bringing with her experience working for two major multinational financial services firms. She holds a Bachelor of Arts with a major in Economics from Acadia University, and is a Registered Representative.
Rishi Patel
Wealth Associate
Rishi Patel
Rishi Joined the Owens MacFadyen Group as an intern in 2022 after graduating from Business Administration - Financial Management program at NBCC. He came to OMG with experience in Customer Service. He is currently pursuing his designation as a Registered Representative.
Trevena Trimmer
Reception & Client Services
Trevena Trimmer
Trevena joined OMG following a role in education, bringing with her several years of customer service and administrative experience. Trevena has dedicated many years working for, and volunteering with Autism Nova Scotia. She also helps to raise funds and awareness for the Soldier On Fund by participating in their annual Army Run in Ottawa.
Stephanie Potvin
Wealth Associate
Stephanie Potvin
Stephanie joined Owens MacFadyen Group in June 2020 with an extensive background in client services. She is a graduate of Crandall University and holds a Bachelor of Business Administration. Stephanie is pursuing her designation as a Registered Representative.
Catherine Wyman
Wealth Associate
Catherine Wyman
Catherine joined Owens MacFadyen Group in 2022. She comes to OMG with a background in Executive Administration, where she previously worked with one of the Big 4 accounting firms and the department of national defense. Catherine is currently pursuing her designation as a Registered Representative.
Nicole Goguen
Wealth Associate
Nicole Goguen
Nicole joined Owens MacFadyen Group in 2022 bringing with her over 20 years of experience in client service and administration. Her prior professional experience includes working as an Account Coordinator, Team Lead, and a Customer Service Team Supervisor in the Oil and Gas Industry. Nicole is working towards becoming a Registered Representative.
Gabrielle Caissie
Reception & Client Services
Gabrielle Caissie
Gabrielle joined Owens MacFadyen Group in 2022. Following a role in insurance services, she brings with her over 7 years of experience in client services, administration, team leading & underwriting. Gabrielle has dedicated many years volunteering for the United Way Centraide Foundation and the Tree Of Hope foundation.
Elizabeth Borisova
Wealth Associate
Elizabeth Borisova
<>Elizabeth joined Owens MacFadyen Group in May 2022. Her prior professional experience includes roles in Trust and Estate and Internal Communications, working for a major Canadian bank and multinational technology company. Elizabeth has a Bachelor’s degree of Economics from the University of National and World Economy in Sofia, Bulgaria.
David Phinney
Wealth Associate
David Phinney
David joined OMG in 2022 following a background teaching Mathematics in the public education system. After receiving a diploma in Investment Management from NBCC he went on to complete a Bachelor of Business Administration from the University of New Brunswick, and a Bachelor of Education, with a focus on Secondary Mathematics, from St. Thomas University. He is a Registered Representative.
Anjuli Shiwraj
Financial Administrator
Anjuli Shiwraj
Anjuli joined Owens MacFadyen Group in the fall of 2022. She brings with her over 10 years of customer service, and several years of administrative experience. Anjuli teaches dance class on the weekends in her community and volunteers by performing for numerous charity functions in the GTA.
Ashley Stewart
Wealth Associate
Ashley Stewart
Ashley joined Owens MacFadyen Group in 2023 after graduating from the Business Administration - Financial Management program at NBCC. She came to OMG with over 10 years of experience in Customer Service.
Tamara Wood
Wealth Associate
Tamara Wood
Tamara joined OMG in September 2022 and has over 8 years of experience working in the investment management and wealth management industries. She holds a BA in Urban Studies from York University and is currently pursuing a BCom degree specializing in Finance.
Atziri Grainger
Reception & Client Services
Atziri Grainger
Arziri joined Owens MacFadyen Group in April 2023. She has over 7 years of experience in administration and client services. Originally from Mexico which is where she completed her degree in Dentistry. Afterwards, she entered the world of client services, where she rediscovered her love for helping and connecting with people. Atziri has always been a curious soul and eager to learn new things, which led her to explore the world of finance. She knew that this field would challenge her and provide opportunities for personal and professional growth. She is enjoying every step of the journey!
Aditya Saini
Wealth Associate
Aditya Saini
Aditya joined Owens MacFadyen Group in 2023, bringing with him a background in wealth management strategy and business development. His professional background includes working for a major Canadian bank, as well as top developers and realtors in the GTA. Aditya holds a Bachelor of Commerce and is pursuing his designation as a Chartered Professional Accountant and the Canadian Securities Course.
Windy Exantus
Wealth Associate
Windy Exantus
Windy joined Owens MacFadyen Group in April 2023 and has over 4 years of experience working in the financial service industry . He is a Registered Representative and holds a BBA from The University of Prince Edward Island.
Jessyka Harris
Wealth Associate
Jessyka Harris
Jessyka joined Owens MacFadyen Group in September 2023. She holds a Bachelor of Business Administration in Finance from the University of Moncton. Prior to joining OMG, Jessyka worked as a Financial Services Agent at a Credit Union.
Ashot Takmazyan
Wealth Associate
Ashot Takmazyan
Ashot joined Owens MacFayden Group in 2023. Before joining OMG, he worked for one of the large Canadian banks. Ashot is a member of the Crescent School Alumni committee and holds a Bachelor of Business Administration from Lazaridis School of Business.
Management
Robert Owens
CEO Wealth Management
Robert Owens CFP®, CH.F.C., CLU
In 1995 Bob, and his partners, established Owens MacFadyen Group. After 20 years with a major financial services firm, their mission was, and still is, to offer independent, comprehensive financial management services. With over 35 years of experience, Bob is well recognized for his expertise in the financial issues faced by professionals and business owners. Bob holds a Bachelor of Business Administration from Acadia University. He has been invited to speak at numerous industry functions across Canada and the United States. Bob is a member of the Financial Advisors Association of Canada, the Conference for Advanced Life Underwriting (CALU) and the Investment Industry Association of Canada. He has been active with industry and community organizations, including Past Chair of CALU, Past Chair of Rothesay Netherwood School, Past President of Riverside Golf and Country Club and Past Chair of National Health Care Coalition and is a Board Member of the Atlantic Institute for Market Studies.
Jeff Owens
President Wealth Management
Jeff Owens CFP®
Jeff joined Owens MacFadyen Group in 2005 after spending the first few years of his career with a major financial services firm. He is a registered representative and is licensed with life and living benefits. Jeff graduated from Mount Allison University with a Bachelor of Commerce and is a Certified Financial Planner practitioner. Jeff’s practice employs a team-based approach and specializes in complex financial planning needs for business owners, incorporated professionals and executives. Jeff has served on the Board of Directors at the United Way as well as co-Chair of Membership with the Financial Advisors Association of Canada.
Barry Van Steeg
VP Tax & Estate Planning
Barry Van Steeg CPA, CA, CFP®, TEP
Prior to joining Owens MacFadyen Group in 2001, Barry has spent a majority of his career in the financial services industry including time with an international advisory firm and with a major insurance company. Barry works closely with our advisors and clients on tax issues and strategies and many other elements of comprehensive wealth management. Barry holds a Bachelor of Arts with a major in Economics (Honours) from Wilfred Laurier University. Barry is a member of the CPA New Brunswick, the Canadian Tax Foundation, the Society of Trust and Estate Practitioners, the Financial Advisors Association of Canada and the Conference for Advanced Life Underwriting.
Vickie Black
Director of IT
Vickie Black CPA, CGA, MBA
Vickie joined Owens MacFadyen Group in 2013. She brings with her over 25 years of experience in leadership, financial management and operations. Vickie has spent the last 15 years developing IT strategic and operational plans, and implementing best practices. Vickie holds a Master of Business Administration from Laurentian University, a Bachelor of Applied Business Administration with a Major in Information Technology from the Southern Alberta Institute of Technology, as well as a Business Technology Diploma from the New Brunswick Community College. Vickie also holds a Certified General Accountant Designation and is a member of CGA New Brunswick.
Jason Pouliot
Chief Investment Officer
Jason Pouliot CFA, CFP®
Jason joined Owens MacFadyen Group in 2002. As Chair of OMG’s Investment Committee, Jason is responsible for the initial and ongoing due diligence of investment products and investment strategies. Jason works closely with our advisors and their clients on investment strategies and many other elements of comprehensive wealth management. Jason holds a Bachelor of Commerce with a major in Finance from Dalhousie University. He is a member of the CFA Institute and the Atlantic Canada CFA Society.
Pat de Kruyff
VP Advisory Services
Pat de Kruyff
Prior to joining Owens MacFadyen group, Pat worked at a major financial service firm, most recently as a Regional Vice President. Pat brings with him over 17 years of leadership experience and is responsible for advisor practice development. He is a member of the Conference for Advanced Life Underwriting and the Investment Industry Association of Canada.
Brandt Krause
Chief Compliance & Risk Officer
Brandt Krause CPA
Brandt has been with OMG since 2018 when he joined the firm as Controller. He brings with him a unique breadth and depth of experience with a career spanning multiple industries and geographies. Before joining OMG, Brandt held senior corporate and finance roles with a global energy company in Alberta and the United Arab Emirates. Prior to that, he spent 6 years with a Big 4 accounting firm in Calgary, where he initially earned his Chartered Professional Accountant (CPA, CA) designation. Brandt also holds a Bachelor of Commerce from the University of Saskatchewan, having earned that degree in the province where he grew up.
