ADAM GORDON
Wealth Management Consultant
MBA, CFP®, RHU, CLU®, CIM
Prior to joining OMG, Adam spent 14 years as a Financial Advisor and Director of Business Development with a leading national financial services firm. He has an MBA from the Schulich School of Business (York University) and is a Certified Financial Planner practitioner. Adam is an ambassador for FPSC to promote the value of financial planning as a profession. He is also a part time instructor at Humber College’s Financial Planning program.
Armand Iratunga
Wealth Management Consultant
CPA, CA
Armand is an experienced tax and business advisor, with 12 years experience providing business and tax advisory services with two of the Big Four accounting firms. Armand holds a BSc. in Computer Science with major in Accounting from the Université de Moncton, is a Chartered Professional Accountant and member of CPA New Brunswick. He is also a tax specialist and member of the Canadian Tax Foundation having completed all levels of CPA Canada In-Depth Tax course including advanced tax courses focused on complex tax planning strategies and tax issues for owner-managed corporations. Prior to joining OMG, Armand specialized in Canadian corporate income tax planning. He worked with clients in a variety of industries on corporate reorganizations, business succession planning and trust planning. Armand was also involved in various areas such as owner-manager remuneration planning and real estate/creditor proofing strategies. Armand provides a team-based approach to comprehensive wealth management for business owners, professionals and executives in both official languages.
Bob Manning
Wealth Management Consultant
CFP®, CLU®
Bob joined Owens MacFadyen Group in 2004. He brought with him 15 years of business experience working in multi-national, national and regional organizations. He held executive-level positions in operations, sales & marketing and planning in the information technology sector and has consulted to & helped manage start-up companies in Atlantic Canada. Bob’s clientele consists of successful entrepreneurs, senior executives and professionals. Bob is known for his commitment to community. He is a Past Member of the Board of Directors for the Canada Revenue Agency (CRA). Among his many volunteer roles, Bob has served as Past Chair of both Enterprise Saint John and the Saint John Regional Chamber of Commerce, Past Board Member of the Saint John Regional Hospital Foundation and the Board of Governors of Rothesay Netherwood School. Bob holds a Bachelor of Business Administration from Saint Francis Xavier University.
Bob Owens
Founder/Chief Executive Officer
& 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.
DAVE MACFADYEN
Wealth Management Consultant
CFP®, CH.F.C., CLU®
Dave and his partners established Owens MacFadyen Group in 1995. They believed that in order to get best outcomes, their clients needed advice that was independent and comprehensive. Dave holds a leadership role nationally in the financial services industry and locally in his community. Dave is past Chair of Enterprise Greater Moncton, past Chair of the Financial Planners Standards Council, past Vice Chair of South East Health Care Corporation, has served as a Director of, and is a member of the Financial Advisors Association of Canada. He is a member of the Conference for Advanced Life Underwriting and the Investment Industry Association of Canada. Dave holds a Bachelor of Business Administration from Acadia University.
Doug Smith
Wealth Management Consultant
CFP®, CLU®
Doug has over 30 years of business experience, working in both national and regional organizations. He held various senior management roles in the packaged goods industry before entering the financial services field. In 2002, Doug joined Owens MacFadyen Group. Doug is a Certified Financial Planner practitioner and holds a Bachelor of Business Administration from the University of New Brunswick.
Iain Fleming
Wealth Management Consultant
CIM
Iain brings over fifteen years of wealth management and consulting experience to Owens MacFadyen Group having held multiple positions at two of the country’s largest financial institutions. Iain holds a B.A. (Honours) from Queen’s University and is a Chartered Investment Manager. Iain’s practice focuses on fully integrating the complex financial needs of incorporated professionals, business owners and executives.
Isaiah Joseph
Wealth Management Consultant
Isaiah comes to OMG with expertise in research and analytics, most recently leading internal research projects at a large commercial real estate brokerage in Toronto. His published reports span across the spectrum of commercial real estate asset types, including multi-family, residential land development, office, industrial, mixed-use, retail and hospitality. Isaiah received his H. BSc. from the University of Toronto. His community work includes serving on the City of Pickering’s Property Review Committee, heading an Insider’s Group for a Top 100 Global Platinum City Club, and volunteering with his church as well as the Canadian Red Cross on their Emergency Response Team. Isaiah is currently learning Spanish.
James Cooper
Wealth Management Consultant
CPA, CA, MTax
James joined Owens MacFadyen Group in 2022 after a 25 year career in the accounting industry, 18 of those years working at two of the Big four public accounting firms. The last ten years he specialized in the mining sector, with seven of them as the tax director at a publicly traded international mining company. He is a CPA, CA and is a tax specialist who obtained his Master of Taxation from the University of Waterloo as well as an Honours Bachelor of Commerce from McMaster University.
Jeff Bowen
Wealth Management Consultant
CPA, CA-IFA
Prior to joining Owens MacFadyen group, Jeff worked at a multinational accounting firm for 12 years with the last 10 years spent in the Forensic Investigations group. Jeff is a registered representative and a graduate of the Administrative and Commercial Studies (ACS) program with a minor in Economics from the University of Western Ontario and holds a Diploma in Investigative and Forensic Accounting from the Rotman School of Management (U of T). Jeff is a Chartered Professional Accountant (CPA) and a Chartered Investigative and Forensic Accountant (CA-IFA).
Jeff Owens
President & Wealth Management Consultant
CFP®
Jeff joined Owens MacFadyen Group in 2005 after spending the first few years of his career with a major financial services firm. He is a registered representative and is licensed with life and living benefits. Jeff graduated from Mount Allison University with a Bachelor of Commerce and is a Certified Financial Planner practitioner. Jeff’s practice employs a team-based approach and specializes in complex financial planning needs for business owners, incorporated professionals and executives. Jeff has served on the Board of Directors at the United Way as well as co-Chair of Membership with the Financial Advisors Association of Canada.
Jonathan Owens
Wealth Management Consultant
Jonathan joined Owens MacFadyen group in 2013. Prior to joining OMG, he worked as an Advisor with a leading financial services firm. Jonathan holds a Bachelors of Commerce from Mount Allison University. Jonathan volunteers locally coaching basketball.
Joshua Vekeman
Wealth Management Consultant
CFP®, CLU®
Josh joined Owens MacFadyen Group in 2014. Prior to joining OMG, he served as the Director of Business Development and Branch Manager for a national financial services firm and has been in the planning industry since 2001. Josh is a Certified Financial Planner, Chartered Life Underwriter and holds a Bachelor of Commerce from Saint Mary's University.
Marcel Tellier
Wealth Management Consultant
CPA, CA®
A seasoned financial professional with over 25 years of experience in serving the needs of business owners, Marcel spent the last 15 years with a local CPA firm (13 years as partner), where he focused on providing tax advice, assurance, and business advisory services to owner/managed businesses. Areas of work included tax and compensation planning, corporate reorganizations, business succession, and family trusts. Previously Marcel worked for a national accounting firm and spent four years in industry in a variety of finance roles for both established and start-up companies. Marcel is a member of CPA Nova Scotia and holds a Bachelor of Commerce degree in both accounting and finance from the University of Ottawa. Marcel has been involved in several volunteer roles, including nine years as Treasurer for a local organization working with at-risk youth and young offenders. He has also served on a national committee for CPA Canada. He currently sits on the Audit Committee for Innovacorp. Marcel is also fluently bilingual (English and French).
Mark Burnand
Wealth Management Consultant
CIM, CFP
Mark joined Owens MacFadyen Group in 2017. His extensive background in Tax and Estate Planning make him extremely qualified to implement the best strategies for incorporated professionals and business owners. Mark is a holder of the Chartered Investment Management and the Certified Financial Planner designations. Prior to joining OMG, Mark held progressive roles with a hedge-fund accounting firm, including as an Investor Relations Specialist. He is a Finance graduate from NSCC with an Award of Merit for Academic Proficiency and Professionalism. Mark’s Community work includes the Deans Advisory Council for the Finance program at NSCC and participating in the Junior Achievement – Economics for Success program.
Mary Murphy
Wealth Management Consultant
CPA, CA
Mary is a CPA CA and is a Registered Representative. She has over 15 years of experience with an independent financial services firm. Mary has built a practice specializing in the planning needs of the professional services market. Mary is known for her client relationships and dedication to client service. She is a very experienced fundraiser having served for over 10 years on the Scarborough Hospital Foundation Board. She is a member of the Conference for Advanced Life Underwriting and holds a Major in Commerce and Economics from the University of Toronto, Scarborough College.
Matt Brennan
Wealth Management Consultant
MBA, CFP®, CLU®
Matt joined Owens MacFadyen Group in 2009. Prior to becoming a Wealth Management Advisor, Matt supported OMG clients as a Financial Analyst and as an Associate Advisor. Matt is a Certified Financial Planner and a Chartered Life Underwriter. Matt holds a Bachelor’s Degree in Political Science from St. Thomas University and an MBA from the Australian Catholic University in Sydney, Australia.
Matt Price
Wealth Management Consultant
CFP®
Matt joined Owens MacFadyen Group in 2007. Prior to becoming a Wealth Management Advisor, Matt supported OMG clients as a Financial Solutions Analyst and as an Associate Advisor. Matt’s background as an analyst drives his need to find clear solutions for complex situations. Matt is a CFP professional and has his Life, Accident & Sickness Insurance license. He is a graduate of Saint Mary’s University.
Michael Duncan
Wealth Management Consultant
CFA
Michael joined Owens MacFadyen Group in 2011. Prior to arriving at OMG, Michael worked as an Associate Portfolio Manager for an independent wealth management firm where he gained broad knowledge and investment experience. In addition, Michael holds over five years of experience working as a Financial and Treasury Analyst in the oil and gas sector. As a CFA® charterholder, Michael brings a unique level of investment knowledge and tax planning to his growing practice of professionals and business owners. He holds a Bachelor of Commerce, with a major in Finance, from Saint Mary's University, as well as a Diploma in Geomatics Engineering from the Centre of Geographic Sciences in Nova Scotia.
Michel Noel
Wealth Management Consultant
CPA, CA, CFP®
Michel joined Owens MacFadyen Group in 2012 after a 20 year career in the accounting industry, 14 of which were spent as a tax specialist. He provided tax advice to professionals and business owner-managers on topics including purchase/sale of business, estate planning, corporate reorganization, compensation strategy, and family trusts. Michel provides comprehensive wealth management advice in both official languages. He is a member of CPA New Brunswick and of the Canadian Tax Foundation. He serves on the Board of Directors of the Conseil Économique du Nouveau-Brunswick. Michel holds a Bachelor in Business Administration from the Université de Moncton and a license in accounting from the Université Laval.
Mitch Maclellan
Wealth Management Consultant
MBA
Mitch’s professional experience provides a unique perspective and benefit to his clients. He comes with almost a decade of experience as a senior leader & partner at a large financial services organization, where he was responsible for leading business development strategies for the organization. Mitch holds a Master of Business Administration from the Smith School of Business at Queen’s University, and has been an active volunteer and coach in the local hockey community the last decade.
Patrick de Kruyff
Wealth Management Consultant
Pat brings over two decades of leadership experience in the financial sector, including having led a major financial services firm as Regional Vice President. As Vice President of Advisory Services with OMG he is responsible for practice development. Pat is a member of the Conference for Advanced Life Underwriting and the Investment Industry Association of Canada.
Peter Elkin
Wealth Management Consultant
CFP®, CH.F.C., CLU®
Peter joined Owens MacFadyen Group in 2001. Peter’s knowledge, ability and 14 year practice with a leading insurance and financial management company, as well as personal involvement into family business provides a unique and valuable resource for business owners and professionals for their planning needs. Peter is a member of the Financial Advisors Association of Canada and the Life Underwriters Association of Saint John. Peter also served on numerous financial, non-profit and athletic boards throughout his career.
Ralph Macdonald
Wealth Management Consultant
CPA, CA, CFP®
Ralph brings over 25 years of experience in wealth management. Ralph’s experience as a partner in an accounting firm and a principle of an Atlantic-based refreshment company gives him the personal insight business owners need. Ralph holds a Bachelor of Commerce from Dalhousie University, is a member of the CPA New Brunswick, the Financial Advisors Association of Canada and the Conference for Advanced Life Underwriting.
Rob MacKenzie
Wealth Management Consultant
MBA
Rob’s breadth of professional experience and education brings a unique and well-rounded perspective to his clients. He holds a Bachelor of Biochemical Engineering Science from the University of Western Ontario (BESc.), and an MBA from the Rotman School of Management at the University of Toronto. Rob has 5 years of sales and leadership experience with the largest global brewer, and 6 years experience in both strategy consulting and commercial lending with the largest bank in Canada. Rob is an active founding member of the East Toronto chapter of the charity ‘100 Guys Who Care’.
Yair Gal
Wealth Management Consultant
CFP®
Yair joined Owens MacFadyen Group in 2013. Yair applies his background in banking and investments to enhance OMG’s planning for his professional and business owner clients. Yair is a Certified Financial Planner and in addition to receiving a Bachelor of Science in Business Management from the University of Maine, Fort Kent; Yair was named Valedictorian of his graduating class as well as the recipient of the Presidential Award for Academic Excellence. To maintain the energy of his college basketball days, he still enjoys the game and can be seen on the court a few times a week.