Above all, families are among the types of clients that we can best accommodate with our comprehensive financial planning offering. Whether you are planning for retirement, or looking to leave your legacy for generations to come through your estate, we are here to help align your goals with your family’s financial future. We work with all members of a family, through comprehensive financial planning, wealth planning, and intergenerational wealth transfer.
Whether you’re starting a RESP for your child or grandchild, preparing for retirement, or well into retirement, we are here to ensure you are taken care of.
We offer you peace of mind and confidence in your financial future by providing personalized, relationship-based solutions that seamlessly integrate your life with your unique investment needs. Our purpose is to help turn your vision into reality.
"Ron and Penny Omell have acted as our financial advisors for over twenty years. We have found them to be very capable and always attentive to our requirements.
We have no hesitation in recommending them to anyone who may require financial advice. Having been retired for nearly twenty years, we feel that we were fortunate in selecting this group to provide financial services to ourselves in our retirement years".
~ Valued Clients