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 OMG customized plan is developed with the expertise of our CFA charterholders, tax and estate specialists, investment team and benefits specialists. 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


Bio / Contact

Bob Manning


Bio / Contact

Jeff Owens


Bio / Contact

Michael Duncan


Bio / Contact

Peter Elkin


Bio / Contact

Dave MacFadyen


Bio / Contact

Ralph Macdonald


Bio / Contact

Michel Noël


Bio / Contact

Matt Price


Bio / Contact

Mathieu Bourque


Bio / Contact

Peter McCormick


Bio / Contact

Yair Gal


Bio / Contact

Peter Boyd


Bio / Contact

Jonathan Owens


Bio / Contact

Doug Smith


Bio / Contact

Joshua Vekeman


Bio / Contact

Jeff McCanna


Bio / Contact

Todd Stephen


Bio / Contact

Christine MacDonald


Bio / Contact

Mary Murphy


Bio / Contact

Adam Gordon


Bio / Contact

Jeff Bowen


Bio / Contact

Iain Fleming


Bio / Contact

Kathleen O'Keefe


Bio / Contact

Associates

Andrew Harding


Bio / Contact

Matt Brennan


Bio / Contact

Ali Codispoti


Bio / Contact

Chris Jessulat


Bio / Contact

Keith MacLeod


Bio / Contact

Liz McCoy


Bio / Contact

Resource Team

Jason Pouliot

Chief Investment Officer


Bio / Contact

Sheldon Xie

Senior Research Analyst


Bio / Contact

Ben McDonald

Research Analyst


Bio / Contact

Barry Van Steeg

VP Tax & Estate Planning


Bio / Contact

Michael Earle

Director, Tax & Estate Planning


Bio / Contact

Mark Burnand

Financial Analyst


Bio / Contact

Mathieu Melanson

Financial Analyst


Bio / Contact

Mackensey Bell

Financial Analyst


Bio / Contact

Jesse Melanson

Financial Analyst


Bio / Contact

Operations

Lori Bordage

Compliance Officer


Bio / Contact

David Robbins

IT Service Desk Analyst


Bio / Contact

Steve Deyoung

Jr. System Administrator


Bio / Contact

Steve Chrysostom

IT Project Leader


Bio / Contact

Denise Hamel

IT Technical Support Analyst


Bio / Contact

Nicole Hicks

Accounting & Payroll Administration


Bio / Contact

Elizabeth Bonnell

Manager, Regulatory Affairs & Compliance


Bio / Contact

Stephanie Gordon

Manager, Client Services


Bio / Contact

Administration

Brenda Aubie


Bio / Contact

Madeline Ferguson


Bio / Contact

Lyndsay Leedham


Bio / Contact

Anna Pilmer


Bio / Contact

Kathy McLaughlin


Bio / Contact

Beth Dykeman


Bio / Contact

Jamie Cyr


Bio / Contact

Ashley Bird


Bio / Contact

Sacha Bustin


Bio / Contact

Ellen Doyle


Bio / Contact

Conrad Hache


Bio / Contact

Nathalie Savoie


Bio / Contact

Lyne Roy


Bio / Contact

Jennifer Bonnevie


Bio / Contact

Alice Fisher


Bio / Contact

Anna Spiridonenkova


Bio / Contact

Tala Bushnaq


Bio / Contact

Nina Sljivo


Bio / Contact

Management

Robert Owens

CEO Wealth Management


Bio / Contact

Dave MacFadyen

President Wealth Management & CCO


Bio / Contact

Christine Hanlon

VP Operations


Bio / Contact

Barry Van Steeg

VP Tax & Estate Planning


Bio / Contact

Elizabeth Grant

Special Projects


Bio / Contact

Tim MacNeil




Bio / Contact

Vickie Black

Director of IT


Bio / Contact

Todd Stephen

President Benefits Consulting


Bio / Contact

Jason Pouliot

VP Investment Management


Bio / Contact

Pat de Kruyff

VP Advisory Services


Bio / Contact
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