Family Office
providing Omega Stewardship ®

Helping Families Achieve …Life’s Major Goals ®

OMEGA STEWARDSHIP ®
* One Stop Process Driven Approach for Retirement & Income Planning
* Personalized Tax Management Solutions for Individuals & Business Owners
* Confidential Wealth Management Solutions

#ImprovingFutures

Services Offered in RI
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
Minimum Account Size

<$100,000

Investor Type Dealt With

Individual

Type of License

MFDA

Other

Provinces Licensed In
  • Ontario