The Omell Financial Group is a holistic wealth management team, focused on providing clarity, confidence, and control.

 

We help bring clarity, confidence, and peace of mind to your financial future through personalized, relationship-driven advice. Our process is designed to help you organize your complete financial life, make informed decisions, and turn your vision for the future into a practical, achievable plan.

As wealth management professionals, we do our best work with:

• Professional corporations
• Business owners
• Affluent families

We are particularly well suited to clients who are preparing for retirement or entering this next stage of life, and who value the guidance of a comprehensive financial plan. We are also best aligned with diligent savers who have investable assets of more than one million dollars and who appreciate expert advice, thoughtful coordination, and collaboration with their broader network of professional advisors.

Our clients are successful people who know their time is limited and their financial decisions matter. They value a long-term advisory relationship built on trust, insight, and guidance through life’s many transitions.

 “Our investment journey began in the mid-90s with a referral from a trusted advisor to Ron and Penny Omell at Wood Gundy. As very cautious investors, new to the investment environment, we were immediately struck by the personal approach taken by Ron and Penny. At no time have we ever experienced anything but a full and thoughtful appreciation of what we are trying to accomplish with our investments and at all times we have felt complete alignment of the advice they have given with the choices we have made.”

 

~ Valued Clients

Our 3-step process showing how we can improve your retirement success, lower your tax bill, and instill clarity around your future.

 

Step. 1: Schedule a 20 minute call with our team to help you get clarity around your future and see if we are a right fit for you.  

Click the link below and send us a message. Once you have sent us a message, we will schedule a time that works best for you.

 

Schedule a Clarity Call

 

Step. 2: We will provide you with a sample comprehensive wealth plan, a summary of our 12 services and a fee audit, to help you understand what you are paying for and what you are getting for the dollars you pay.

 

Step. 3: Have a conversation to help you get clarity around all of your goals and plans mapped out on paper, regardless if we work together or not.

Call us today to get a deeper sense of clarity on paper and get your questions answered. 

           

Schedule a Clarity Call

Our clients maximize their wealth by answering the following key questions:

• Do you have a plan in place that covers you for retirement income planning?
• Do you know what you need to save and how much you want as income for the future?
• What happens if you are not around to continue to accumulate assets for future retirement?
• Do you have critical illness insurance, disability insurance, or life insurance?
• Do you have access to credit in case of an emergency?
• Do you have a current Will, Enduring Power of Attorney, and Personal Directive?
• What happens to the shares that you own if something happens to you?
• Who owns your corporation and what will happen to it if something happens to you?
• How do you provide for your dependents?

“No more sleepless nights! We know the Omell team has a genuine interest in us and in our financial future. Their pro-active and timely communications give us added confidence in times of market uncertainty. Definitely rates a 10.”

~ Valued Clients

Connect with the Team to discuss how The Omell Financial Group can help you get clarity around your financial future.

           

Schedule a Clarity Call