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, 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


Bio / Contact

Bob Manning


Bio / Contact

Jeff Owens


Bio / Contact

Michael Duncan


Bio / Contact

Peter Elkin


Bio / Contact

Armand Iratunga


Bio / Contact

Dave MacFadyen


Bio / Contact

Ralph Macdonald


Bio / Contact

Michel Noël


Bio / Contact

Matt Brennan


Bio / Contact

Matt Price


Bio / Contact

Yair Gal


Bio / Contact

Jonathan Owens


Bio / Contact

Mary Murphy


Bio / Contact

Doug Smith


Bio / Contact

Joshua Vekeman


Bio / Contact

Marcel Tellier


Bio / Contact

Adam Gordon


Bio / Contact

Rob MacKenzie


Bio / Contact

Iain Fleming


Bio / Contact

Jeff Bowen


Bio / Contact

Mitch MacLellan


Bio / Contact

James Cooper


Bio / Contact

Mark Burnand


Bio / Contact

Advisor Associates

Andrew Harding


Bio / Contact

Chris Jessulat


Bio / Contact

Mackensey Bell


Bio / Contact

Jesse Melanson


Bio / Contact

Joseph Richard


Bio / Contact

Danick Emond


Bio / Contact

Samson Streatch


Bio / Contact

Resource Team

Jason Pouliot

Chief Investment Officer


Bio / Contact

Leslie Tarrant

Director, Portfolio Management


Bio / Contact

Barry Van Steeg

VP Tax & Estate Planning


Bio / Contact

Michael Earle

Director, Tax & Estate Planning


Bio / Contact

Nicolas Schollenberg

Senior Financial Analyst


Bio / Contact

Travis Zhou

Research Analyst


Bio / Contact

Franc Sng

Director, Investments


Bio / Contact

Alex Crosby

Senior Financial Analyst


Bio / Contact

Mitchell Craig

Research Analyst


Bio / Contact

Adam Winterton

Portfolio Associate


Bio / Contact

Kate Palmer

Financial Analyst


Bio / Contact

David Lijun Yu

Research Analyst


Bio / Contact

Ryan Innes

Financial Analyst


Bio / Contact

Julian Kean

Financial Analyst


Bio / Contact

Jennifer Bonnevie

Director, Advisory Support


Bio / Contact

Operations

Denise Hamel

IT Technical Support Analyst


Bio / Contact

Nicole Hicks

Senior Administrator


Bio / Contact

Shawn Kodejs

Manager, Compliance


Bio / Contact

Beth Dykeman

Compliance Officer


Bio / Contact

Erin DelCiancio

Compliance Officer


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Tanner Cheeseman

IT Service Delivery Manager


Bio / Contact

Alicia Shaban

Human Resources Manager


Bio / Contact

Jamie Cyr

Compliance Officer



Bio / Contact

Administration

Sacha Bustin

Wealth Associate


Bio / Contact

Conrad Hache

Wealth Associate


Bio / Contact

Katie Quinn

Wealth Associate


Bio / Contact

Amanda Turple

Financial Administrator


Bio / Contact

Karen Campbell

Wealth Associate


Bio / Contact

Samantha Mitchell

Wealth Associate


Bio / Contact

Teena Westhaver

Wealth Associate


Bio / Contact

MJ Choi

Wealth Associate


Bio / Contact

Mallory Kroll

Wealth Associate


Bio / Contact

Rishi Patel

Wealth Associate


Bio / Contact

Trevena Trimmer

Reception & Client Services


Bio / Contact

Stephanie Potvin

Wealth Associate


Bio / Contact

Catherine Wyman

Wealth Associate


Bio / Contact

Nicole Goguen

Wealth Associate


Bio / Contact

Gabrielle Caissie

Reception & Client Services


Bio / Contact

Elizabeth Borisova

Wealth Associate


Bio / Contact

David Phinney

Wealth Associate


Bio / Contact

Anjuli Shiwraj

Financial Administrator


Bio / Contact

Ashley Stewart

Wealth Associate


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Tamara Wood

Wealth Associate


Bio / Contact

Atziri Grainger

Reception & Client Services


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Aditya Saini

Wealth Associate


Bio / Contact

Windy Exantus

Wealth Associate


Bio / Contact

Jessyka Harris

Wealth Associate


Bio / Contact

Ashot Takmazyan

Wealth Associate


Bio / Contact

Management

Robert Owens

CEO Wealth Management


Bio / Contact

Jeff Owens

President Wealth Management


Bio / Contact

Barry Van Steeg

VP Tax & Estate Planning


Bio / Contact

Vickie Black

Director of IT


Bio / Contact

Jason Pouliot

Chief Investment Officer


Bio / Contact

Pat de Kruyff

VP Advisory Services


Bio / Contact

Brandt Krause

Chief Financial Officer & Chief Compliance Officer


Bio / Contact