Owens Macfadyen Group

What Owens Macfadyen Group does

Owens Macfadyen Group (OMG) is a privately held, employee-owned Canadian boutique wealth management firm founded in 1994 by Bob Owens and Dave MacFadyen. Operating from four offices in Halifax, Saint John, Moncton, and Toronto, the firm delivers customized, team-based wealth planning to high-net-worth individuals, business owners, professionals, and family offices exclusively within Canada. The firm holds regulatory memberships with CIRO (Canadian Investment Regulatory Organization) and CIPF (Canadian Investor Protection Fund) and operates through two legal entities: OMG Wealth Management Inc. and OMG Insurance Services Inc.

The firm's service offering is structured around six integrated planning disciplines — financial planning, investment management planning, estate planning, income planning, succession planning, and philanthropic planning — delivered by a team that collectively holds over 60 professional accreditations (CFP, CFA, CPA, CLU, CH.F.C.). A proprietary financial management platform underpins the delivery model, integrating the six disciplines into a single holistic system designed to produce richer insights for client decision-making. Each client is served by a dedicated team of specialists rather than a single advisor, and the firm coordinates with clients' external professional advisors (accountants, lawyers) as part of its integrated approach.

Revenue is generated through recurring wealth management advisory fees, typically structured as a percentage of assets under management (AUM) or fixed advisory retainers, though no pricing is publicly disclosed. The firm is sales-led with an enterprise field sales motion, relying primarily on professional referrals, its website presence, and LinkedIn visibility rather than paid marketing. As a private employee-owned business with no external funding rounds, there are no disclosed revenue, AUM, or headcount trajectory metrics in the source material.

Name

Owens Macfadyen Group

Legal name

OMG Wealth Management Inc.

Website

https://omg.ca

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

101–250 employees

Short description

Owens Macfadyen Group is a Canadian employee-owned boutique wealth management firm that delivers integrated financial, investment, estate, succession, and philanthropic planning to high-net-worth individuals, business owners, and family offices across Canada through a proprietary platform and team-based advisory model.

Ownership category

akta.pro rank

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Revenue generated through comprehensive wealth management services including financial planning, investment management, estate planning, tax planning, and succession planning for high-net-worth individuals. Fees are typically based on assets under management (AUM) or fixed advisory retainers.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Owens Macfadyen Group is a Canadian boutique wealth management firm that delivers comprehensive private wealth advisory services through six integrated planning disciplines: financial planning, investment management planning, estate planning, income planning, succession planning, and philanthropic planning. Each client is supported by a dedicated team of advisors, with the firm's proprietary financial management platform providing integrated insights to support decision making. The firm serves exceptionally accomplished individuals, business owners and family offices exclusively within Canada.

Product overview

Owens Macfadyen Group is a Canadian wealth management firm offering comprehensive financial advisory services rather than a software product platform. Their service offering encompasses six integrated planning disciplines: Financial Planning, Investment Management Planning, Estate Planning, Income Planning, Succession Planning, and Philanthropic Planning. These services are delivered through a team-based approach with dedicated advisors and specialists, supported by a proprietary financial management platform. The firm serves exceptionally accomplished individuals, business owners, and family offices across Canada.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service as part of Owens MacFadyen Group's integrated wealth offering, designed for high-net-worth individuals and families to organize and align their financial decisions across life stages.
• Investment Management Planning Investment management service for HNW clients with due diligence on investment products and strategies overseen by the firm's Chief Investment Officer and Investment Committee.
• Estate Planning Estate planning service for HNW individuals, business owners and family offices, delivered as part of an integrated plan with the tax and estate team.
• Income Planning Income planning service for HNW clients focused on structuring sustainable income streams in retirement and across life events, integrated with the firm's broader wealth plan.
• Succession Planning Business and personal succession planning service for HNW clients and business owners, delivered through a dedicated team of experts and integrated with tax, estate and financial planning.
• Philanthropic Planning Philanthropic planning service for HNW families, integrated with the firm's estate, tax and succession planning to support charitable giving strategies and legacy goals.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• CIRO (Canadian Investment Regulatory Organization)coreOthersCIRO is the self-regulatory organization that oversees the investment dealers and trading activity in Canada. Owens MacFadyen Group operates under CIRO regulation as part of their compliance framework for wealth management services.
• CIPF (Canadian Investor Protection Fund)coreOthersCIPF provides protection to customers of CIRO member firms against the insolvency of those firms. OMGWM is a member firm, providing client account protection through CIPF.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• RF Capital Group (Richardson Wealth): One of Canada's largest independent wealth management firms, operating a multi-office advisor network serving HNW individuals with comprehensive financial planning — closely comparable in positioning, scale, and service mix to Owens MacFadyen Group.
• Canaccord Genuity Wealth Management: Canadian full-service independent wealth manager serving HNW individuals and families with integrated financial planning, investment management, and tax advisory — a close comparable in scope of services and target clientele.
• Raymond James (Canada): Independent Canadian wealth management dealer serving HNW clients through advisor-led teams with comprehensive financial planning and investment services — a directly comparable independent boutique-style model.
• CI Wealth (Assante / CI Financial): Canadian independent wealth advisory network serving HNW clients with financial planning and investment management, supported by centralized platform tools. Directly comparable boutique-style advisor model serving similar Canadian HNW segments.

Broad incumbents

• Fidelity Canada — Wealth Management: Canadian arm of a global investment manager offering wealth advisory and portfolio management services to HNW households. Overlapping investment management and planning capabilities, though typically with more product-led and digital engagement models.
• National Bank Financial — Wealth Management: Bank-owned wealth management division in Canada serving HNW individuals and business owners with integrated planning, investment, and tax advisory — directly overlapping service categories but with bank balance sheet and distribution scale.
• Desjardins Wealth Management: Large Canadian cooperative-owned wealth platform serving individuals and families with financial planning, investment management, and estate services. Comparable HNW-focused offerings but operating at significantly greater scale through the Desjardins Group.
• iA Wealth Management: Large Canadian wealth dealer and advisory platform that houses independent advisor teams (including former HollisWealth advisors) serving HNW clients. Overlapping value proposition but at significantly greater scale than Owens MacFadyen Group.
• Manulife Securities: Canadian wealth management dealer within Manulife offering investment advisory and financial planning through independent advisor channels. Comparable HNW service offering but part of a much larger insurance and financial services group.

Emerging players

• Wealthsimple: Canadian digital wealth manager serving affluent and emerging-HNW clients with low-fee robo-advisory and hybrid advice. Different delivery model (digital-first), but competes for the same broader HNW wallet and represents the digital disruptive threat to traditional advisor-led boutiques.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/owens-macfadyen-group-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Owens Macfadyen Group