IT’s DIFFERENT Here
Our people deliver a difference you can feel – and see in your results. They bring a unique mix of broad capabilities in wealth management coupled with deep technical know-how to maximize opportunities.
LEADERSHIP
BOB Owens
Co-Founder, CEO, Wealth Management Consultant
CFP®, CH.F.C., CLU®
Bob is a founder of Owens MacFadyen Group. With over 45 years in the financial services industry, he is widely recognized for his expertise and impact. Bob is a graduate of Acadia University in Business Administration. He is a past member of the Financial Advisors Association of Canada, the Conference for Advanced Life Underwriting (CALU) and the Investment Industry Association of Canada. He is very involved in community, including roles as Past Chair of CALU, Past Chair of Rothesay Netherwood School, and Past Chair of the National Health Care Coalition. He is currently a Board Member of the Atlantic Institute for Market Studies and Bee Me Kidz, an organization focused on supporting resilience in children and parents for healthier communities. Bob is also a recipient of the prestigious JG Taylor Award for Lifetime Achievement from the Institute of Financial Learning and an inductee into the New Brunswick Business Hall of Fame.
JEFF OWENS
President, Wealth Management Consultant
CFP®
Jeff is a partner with Owens MacFadyen Group and brings over 20 years of experience in the finance sector. He is a registered representative, licensed in life and living benefits. Jeff is also a Certified Financial Planner practitioner. He brings expertise in complex financial planning needs for business owners, incorporated professionals and executives. Jeff graduated from Mount Allison University with a Bachelor of Commerce degree. He has served on the board of the United Way, and as co-Chair of Membership for the Financial Advisors Association of Canada.
Barry Van Steeg
Vice President, Tax & Estate
CPA, CA, CFP®, TEP
Barry brings over two decades of experience in the financial services industry, including working with an international advisory firm and a leading insurance company. Barry holds a Bachelor of Arts with a major in Economics (Honours) from Wilfred Laurier University. Barry is a member of the CPA New Brunswick, the Canadian Tax Foundation, the Society of Trust and Estate Practitioners, the Financial Advisors Association of Canada and the Conference for Advanced Life Underwriting.
Jason Pouliot
Chief Investment Officer
CFA, CFP®
Jason joined Owens MacFadyen Group in 2002. As Chair of OMG’s Investment Committee, Jason is responsible for the initial and ongoing due diligence of investment products and investment strategies. Jason works closely with our advisors and their clients on investment strategies and many other elements of comprehensive wealth management. Jason holds a Bachelor of Commerce with a major in Finance from Dalhousie University. He is a CFA® charterholder and a member of the Atlantic Canada CFA Society.
Brandt Krause
Chief Financial Officer, Chief Compliance Officer
CPA
Brandt brings a unique breadth and depth of experience with a career spanning multiple industries and geographies, including senior corporate and finance roles with a global energy company in Alberta and in the UAE. Prior to that he worked with a Big 4 accounting firm where he earned his Chartered Professional Accountant (CPA, CA) designation. Brandt also holds a Bachelor of Commerce from the University of Saskatchewan.
Tanner Cheeseman
Director, Information Technology
Tanner has deep experience in information technology and business, including operations, service delivery, cyber security, IT strategy, IT for M&As and project management. He has held progressively senior roles across a variety of sectors including commercial real estate, energy, consulting, and family office / private wealth. Tanner has studied business at the University of New Brunswick and Memorial University.
Alicia ShAban
Manager, Human Resources
Alicia joined Owens MacFadyen Group in June 2023 bringing over 25 years in Retail Customer Service, Leadership, and Human Resources experience. She is a graduate of Atlantic Business College in Human Resources Management with distinction and holds a BA in Organizational Management from Crandall University, both in Moncton, NB, where she grew up. Alicia is certified in Prosci Change Management as well as a Predictive Index practitioner.
Sacha Bustin
Executive Operations
Joining Owens MacFadyen Group in 2017, Sacha brings with her 10 years of experience in Sales and Human Resource Administration. Sacha holds a Bachelor’s degree in Business Administration with a Major in Marketing from St. Francis Xavier University. Sacha is a Registered Representative. She supports community initiatives like Love Atlantic through regular involvement with her local Faith community.
AdvisorS
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Bob Owens
Co-Founder, CEO, Wealth Management Consultant
CFP®, CH.F.C., CLU®SAINT JOHN
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Jeff Owens
President, Wealth Management Consultant
CFP®SAINT JOHN
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Dave MacFadyen
Co-Founder, Wealth Management Consultant
CFP®, CH.F.C., CLU®MONCTON
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Bob Manning
Wealth Management Consultant
CFP®, CLU®SAINT JOHN
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Armand Iratunga
Wealth Management Consultant
CPA, CASAINT JOHN
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Michael Duncan
Wealth Management Consultant
CFASAINT JOHN
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Peter Elkin
Wealth Management Consultant
CFP®, CLU, ChFCSAINT JOHN
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Matt Brennan
Wealth Management Consultant
MBA, CFP®, CLU®MONCTON
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Michel Noel
Wealth Management Consultant
CPA, CA, CFP®MONCTON
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Matt Price
Wealth Management Consultant
CFP®MONCTON
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Ralph Macdonald
Wealth Management Consultant
CPA, CA, CFP®MONCTON
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Doug Smith
Wealth Management Consultant
CFP®, CLU®HALIFAX
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Jonathan Owens
Wealth Management Consultant
HALIFAX
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Joshua Vekeman
Wealth Management Consultant
CFP®, CLU®HALIFAX
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Marcel Tellier
Wealth Management Consultant
CPA, CA®HALIFAX
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Mitch Maclellan
Wealth Management Consultant
MBAHALIFAX
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Mark Burnand
Wealth Management Consultant
CIM, CFPHALIFAX
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Yair Gal
Wealth Management Consultant
CIM, CFP®HALIFAX
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Iain Fleming
Wealth Management Consultant
CIMTORONTO
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Isaiah Joseph
Wealth Management Consultant
TORONTO
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James Cooper
Wealth Management Consultant
CPA, CA, MTaxTORONTO
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Mary Murphy
TORONTO
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Patrick de Kruyff
Wealth Management Consultant
TORONTO
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Rob MacKenzie
Wealth Management Consultant
MBA, CIMTORONTO
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ADAM GORDON
Wealth Management Consultant
MBA, CFP®, RHU, CLU®, CIMTORONTO
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SHOAIB RAHIM
Wealth Management Consultant
TORONTO
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Arif Abdullah
Wealth Management Consultant
TORONTO
Associate AdvisorS
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Andrew Harding
Associate Advisor
CFA, CAIASAINT JOHN
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Samson Streatch
Associate Advisor
SAINT JOHN
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Chris Jessulat
Associate Advisor
CFA, CFP®, CAIA, CIMSAINT JOHN
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Mackensey Bell
Associate Advisor
CFASAINT JOHN
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Danick Emond
Associate Advisor
MBAMONCTON
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Jesse Melanson
Associate Advisor
CIMMONCTON
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Joseph Richard
Associate Advisor
CFAMONCTON
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Jeff Bowen
Associate Advisor
CPA, CA-IFATORONTO
Advisory Support
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Adela Konomi
Director, Advisor Practice & Business Delivery
TORONTO
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Jennifer Bonnevie
Director, Advisory Support
CFP®, CLU®HALIFAX
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Katie Quinn
Practice Manager
SAINT JOHN
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Catherine Wyman
Wealth Associate
SAINT JOHN
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Teena Westhaver
Wealth Associate
SAINT JOHN
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Conrad Hache
Wealth Associate
MONCTON
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Nicole Goguen
Wealth Associate
MONCTON
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Samuel Haché
Wealth Associate
MONCTON
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Karen Campbell
Wealth Associate
HALIFAX
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Mallory Kroll
Wealth Associate
HALIFAX
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Samantha Mitchell
Wealth Associate
HALIFAX
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Graeme Weagle
Wealth Associate
HALIFAX
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Aditya Saini
Wealth Associate
TORONTO
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Gurvinder Kaur
Wealth Associate
TORONTO
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Cole Roberts
Wealth Associate
TORONTO
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Rishi Patel
Wealth Associate
TORONTO
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Zuzu Wilson
Wealth Associate
TORONTO
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Amanda Turple
Financial Administrator
SAINT JOHN
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MJ Choi
Financial Administrator
MONCTON
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Stephanie Potvin
Financial Administrator
MONCTON
Tax and Estate
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Barry Van Steeg
Vice President, Tax & Estate Planning
CPA, CA, CFP®, TEPSAINT JOHN
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Michael Earle
Director, Tax & Estate Planning
CPA, CA, CFP®, CLU®, TEPMONCTON
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Nicolas Schollenberg
Manager, Tax & Estate
SAINT JOHN
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Kate Palmer
Senior Financial Analyst
SAINT JOHN
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Ryan Innes
Senior Financial Analyst
MONCTON
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Eryn McNally
Senior Financial Analyst
CPAHALIFAX
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Julian Kean
Senior Financial Analyst
HALIFAX
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David Phinney
Financial Analyst
SAINT JOHN
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Windy Exantus
Financial Analyst
MONCTON
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Adam Belitzky
Financial Analyst
HALIFAX
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Chloé Tropper
Financial Analyst
TORONTO
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Samuel Coulavin
Financial Analyst
TORONTO
INVESTMENTS
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Jason Pouliot
Chief Investment Officer
CFA, CFP®HALIFAX
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Franc Sng
Director, Investments
CFAHALIFAX
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Leslie Tarrant
Director, Portfolio Management
CIMTORONTO
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Travis Zhou
Senior Research Analyst
CFATORONTO
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David Lijun Yu
Research Analyst
CFAHALIFAX
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Mitchell Craig
Research Analyst
CFAHALIFAX
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Adam Winterton
Portfolio Associate
CFAHALIFAX
OPERATIONS
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Brandt Krause
Chief Financial Officer, Chief Compliance Officer
CPAHALIFAX
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Shawn Kodejs
Director, Compliance
HALIFAX
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Tanner Cheeseman
Director, Information Technology
SAINT JOHN
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Alicia Shaban
Manager, Human Resources
TORONTO
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Riley Tobin
Manager of Financial Reporting & Analysis
CPASAINT JOHN
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Nicole Hicks
Senior Administrator
MONCTON
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Gabrielle Caissie
Human Resources Generalist
MONCTON
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Erin DelCiancio
Compliance Officer
TORONTO
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Jamie Cyr
Compliance Officer
SAINT JOHN
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JESSYKA HARRIS
Compliance Officer
MONCTON
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Elynie Noseworthy
Reception & Client Service
SAINT JOHN
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Trevena Trimmer
Reception & Client Service
HALIFAX
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Atziri Grainger
Reception & Client Service
TORONTO
30 YEARS OF TRUSTED STRATEGIC ADVICE
When you work with us, you get a dedicated team that delivers the personalized services of a boutique firm, with the depth and breadth of a global financial institution.