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
CEO, Wealth Management
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
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.
ANDREW BERGEN
Chief Operating Officer
As Chief Operating Officer, Andrew’s mission is to deliver operational excellence; aligning the firm's processes and behaviors to drive positive client outcomes and superior results. Prior to joining OMG in 2024, Andrew held various senior leadership roles with two of the most prominent, global commercial real estate companies. Andrew holds a Bachelor of Business Administration and a Bachelor of Sport Management from Acadia University.
Barry Van Steeg
VP, Tax & Estate Planning
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.
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.
Pat de Kruyff
VP, Advisory Services
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.
Jason Pouliot
Chief Investment Officer
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 Compliance Officer & Chief Financial Officer
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.
Sacha Bustin
WEALTH ASSOCIATE
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.
Alicia ShAban
Human Resource Manager
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.
AdvisorS
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Bob Owens
Founder/Chief Executive Officer & 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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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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Dave MacFadyen
Wealth Management Consultant
CFP®, CH.F.C., CLU®MONCTON
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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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Jeff Bowen
Wealth Management Consultant
CPA, CA-IFATORONTO
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Mary Murphy
Wealth Management Consultant
CPA, CATORONTO
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Patrick de Kruyff
Wealth Management Consultant
TORONTO
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Rob MacKenzie
Wealth Management Consultant
MBATORONTO
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ADAM GORDON
Wealth Management Consultant
MBA, CFP®, RHU, CLU®, CIMTORONTO
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
MONCTON
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Joseph Richard
Associate Advisor
MONCTON
Advisory Support
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Amanda Turple
Financial Administrator
SAINT JOHN
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Elynie Noseworthy
Reception
SAINT JOHN
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Ashley Stewart
Wealth Associate
SAINT JOHN
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Catherine Wyman
Wealth Associate
SAINT JOHN
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Katie Quinn
Wealth Associate
SAINT JOHN
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Rishi Patel
Wealth Associate
SAINT JOHN
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Sacha Bustin
Wealth Associate
SAINT JOHN
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David Phinney
Wealth Associate
SAINT JOHN
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Gabrielle Cassie
Reception
MONCTON
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Taylor Wood
Reception
MONCTON
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Conrad Hache
Wealth Associate
MONCTON
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Jessyka Harris
Wealth Associate
MONCTON
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MJ Choi
Wealth Associate
MONCTON
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Nicole Goguen
Wealth Associate
MONCTON
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Stephanie Potvin
Wealth Associate
MONCTON
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Windy Exantus
Wealth Associate
MONCTON
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Trevena Trimmer
Reception
HALIFAX
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Elizabeth Borisova
Wealth Associate
HALIFAX
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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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Jennifer Bonnevie
Director, Advisory Support
CFP®, CLU®HALIFAX
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Anjuli Shiwraj
Financial Administrator
TORONTO
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Aditya Saini
Wealth Associate
TORONTO
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Atziri Grainger
Reception
TORONTO
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Ashot Takmazyan
Wealth Associate
TORONTO
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Gurvinder Kaur
Wealth Associate
TORONTO
INVESTMENT TEAM
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Adam Winterton
Portfolio Associate
HALIFAX
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Franc Sng
Director, Investments
CFAHALIFAX
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Jason Pouliot
Chief Investment Officer
CFA, CFP®HALIFAX
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David Lijun Yu
Research Analyst
HALIFAX
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Mitchell Craig
Research Analyst
CFAHALIFAX
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Leslie Tarrant
Director Portfolio Management
TORONTO
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Travis Zhou
Senior Research Analyst
CFATORONTO
Finance & Compliance
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Beth Dykeman
Compliance Officer
SAINT JOHN
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Jamie Cyr
Compliance Officer
SAINT JOHN
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Riley Savoy
Manager of Financial Reporting
SAINT JOHN
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Nicole Hicks
Senior Administrator
MONCTON
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Brandt Krause
Chief Compliance Officer & Chief Financial Officer
CPAHALIFAX
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Shawn Kodejs
Director of Compliance
HALIFAX
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Erin DelCiancio
Compliance Officer
TORONTO
Tax and Estate Planning
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Barry Van Steeg
VP Tax & Estate Planning
CPA, CA, CFP®, TEPSAINT JOHN
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Kate Palmer
Financial Analyst
SAINT JOHN
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Nicolas Schollenberg
Manager, Tax & Estate
SAINT JOHN
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Jayden MacDonald
Financial Analyst
SAINT JOHN
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Michael Earle
Director, Tax & Estate Planning
CPA, CA, CFP®, CLU®, TEPMONCTON
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Ryan Innes
Financial Analyst
MONCTON
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Eryn McNally
Financial Analyst
HALIFAX
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Ethan Sawyer
Financial Analyst
HALIFAX
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Julian Kean
Financial Analyst
HALIFAX
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Alex Crosby
Senior Financial Analyst
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.