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Established Family

Families with older children need a wise cash flow management plan.

Protecting Your Family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Your Retirement

Retirement comes with many possibilities. We help you make the most of every opportunity.

Young Family

A wise financial strategy keeps a family on track during all the "growing-up" years.

Starting Out

A good financial strategy is a great foundation for a solid relationship.

Your Child's Education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is a powerful financial strategy.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

Chart Your Course to Financial Success

With Omega Financial, you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial plan, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.

Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.

We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.

At Omega Financial, we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

We’ll work hard to earn your trust.

We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and your financial future.

Millions of Canadians are without adequate insurance.

Use our online tools to learn more about affordable insurance solutions.

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A Conversation About Your Financial Future

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December 6, 2024

Meeting a new financial advisor for the first time can feel a bit daunting. What should you say? How much should you share? And perhaps most importantly, what should you expect from the …

Habits That Build Wealth

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December 6, 2024

What’s the secret to building and maintaining wealth? For the rich, it’s not just about earning a high income—it’s about the habits they cultivate. These strategies don’t just help them grow their wealth; …

How NOT to Plan Your Estate: A Cautionary Tale

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December 6, 2024

Let’s face it—your death will create challenges for your loved ones. These challenges will fall into three main categories: emotional, legal, and financial. The good news? You have the power to minimize these …

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