About Us

OMG has disrupted the financial services industry by building a company based on planning, not product. Decades later, OMG remains an independent boutique firm with over 80 employees in offices in Halifax, Moncton, Saint John and now Toronto.

To achieve best outcomes, OMG clients receive a proactive, comprehensive approach. OMG plans are managed through a generation. We collaborate with your other professional advisors to ensure your financial plan integrates with your income plan, your investment management plan, your estate plan, your philanthropic plan and your personal and professional succession plan. We measure our progress to this plan. We provide proof, not promises.