Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow

By: Owens Macfadyen Grp  09-12-2011
Keywords: wealth management

Comprehensive Wealth Management is the integration of your values and goals with financial strategies and assets.

Comprehensive Wealth Management begins with understanding the relationship between your life and money. This is based on your values and goals for yourself, your family, your business and your community. Your goal plan then serves as a foundation from which your financial strategies and assets are built. This foundation provides you with clear direction when making financial decisions and ensures that your plan and your goals are connected.

Lifestyle planning, asset management, estate planning and tax planning are all elements of comprehensive wealth management. Each component plays a critical role in building your financial plan.

OMG Benefits Consulting offers services to small and medium sized businesses in the Maritimes.

We provide consulting services to more than 500 companies ranging in size from 3 to 2,000 employees.

We provide a comprehensive approach to benefits management, and have developed efficient processes and technology to support that approach. We add value through developing long-lasting relationships with our clients, assuring continuity of service as well as comprehensive financial management services offered through the Owens MacFadyen Group. Our dedicated and experienced support staff are committed to delivering superior results, and are readily available to assist clients with all of their benefits administration needs.

Keywords: wealth management

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