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
CKA®, Certified Kingdom Advisor®
RIS, Responsible Investment Specialist
RIAC, Responsible Investment Advisor
Services Offered in RI
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
MFDA
Other
Provinces Licensed In
- Ontario
- Prince Edward Island