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    Archived pages: 29 . Archive date: 2012-07.

  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow
    Descriptive info: .. Independent Professional Advice for Today and Tomorrow.. Owens MacFadyen Group is an independent wealth management firm providing comprehensive advice to high income, high net worth business owners and professionals.. OMG Benefits Consulting offers employee benefits and human resource consulting services to small and medium sized businesses throughout Atlantic Canada.. Our clients require and value competent,  ...   demand privacy, confidentiality and integrity in our interactions.. OMG Wealth Management Inc.. |.. Member of the Canadian Investor Protection Fund.. Member IIROC.. OMG Insurance Services Inc.. | OMG Benefits Consulting Inc.. Home |.. Our Values.. Our People.. Our Services.. Client Centre.. Contact Us.. Terms Conditions.. Privacy.. Client Complaint Process.. Copyright 2010 Owens MacFadyen Group.. All rights reserved..

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  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow - Our Values
    Descriptive info: Integrity.. Excellence.. Intelligence.. Innovation.. Responsibility.. Accountibility.. Respect.. Teamwork.. We believe that our clients' needs are best served by taking a comprehensive planning approach to their financial affairs.. Our clients require and value competent, independent professional advice, delivered by specialists working within a team environment.. We value their demand for privacy, confidentiality and integrity in their interactions, and seek business relationships that are respectful and mutually beneficial.. Home.. | Our Values |..

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  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow - Our People
    Descriptive info: Wealth Management Advisors.. Benefits Consultants.. Resource Team.. Operations.. Management.. We are extremely proud of the expertise and credentials of the professionals that work with the Owens MacFadyen Group.. We have among the most reputable advisors in Canada.. You may view the individual biographies of our team by clicking on one of the categories listed to the left.. | Our People |..

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  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow - Comprehensive Wealth Management
    Descriptive info: Comprehensive Wealth Management.. Goals.. Asset Management.. Estate Planning.. Tax Planning.. Our Process.. Employee Benefits Consulting.. Benefits Plans.. Retirement Plans.. Human Resources Consulting.. Links.. Comprehensive Wealth Management is the integration of your values and goals with financial strategies and assets.. Comprehensive Wealth Management begins with understanding the relationship between your life and money.. This is based on your values and goals for yourself, your family, your business and your community.. Your goal plan then serves as a foundation from which your financial strategies and assets are built.. This foundation provides you with clear direction when making financial decisions and ensures that your plan and your goals are connected.. Lifestyle planning,  ...   plan.. Employee Benefits.. OMG Benefits Consulting offers services to small and medium sized businesses in the Maritimes.. We provide consulting services to more than 500 companies ranging in size from 3 to 2,000 employees.. We provide a comprehensive approach to benefits management, and have developed efficient processes and technology to support that approach.. We add value through developing long-lasting relationships with our clients, assuring continuity of service as well as comprehensive financial management services offered through the Owens MacFadyen Group.. Our dedicated and experienced support staff are committed to delivering superior results, and are readily available to assist clients with all of their benefits administration needs.. | Our Services |..

    Original link path: /services.php
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  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow - Client Centre
    Descriptive info: Wealth Management Clients.. Benefits Clients.. Benefits Links.. The Client Centre was created to provide our Wealth Management clients with access to their investment accounts and for our Benefits clients, access to their companies' benefits database.. We have also provided links to external websites that may be of interest to our Benefits clients.. | Client Centre |..

    Original link path: /clientcentre.php
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  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow - Contact Us
    Descriptive info: Halifax.. View Map.. 1791 Barrington Street, Suite 1700.. Halifax, NS B3J 3L1.. Phone: 902-429-6400.. Fax: 902-429-5444.. WE ARE MOVING!.. Effective.. July 16, 2012.. , our new Halifax office will be located at:.. 1801 Hollis Street, Suite 1001.. Halifax, NS B3J 3N4.. Moncton.. 860 Main Street, Suite 300.. Moncton, NB E1C 1G2.. Phone: 506-863-6400.. Fax: 506-863-6410.. Saint John.. 44 Chipman Hill, Suite 1400.. Saint John, NB E2L 2A9.. Phone: 506-649-6400.. Fax: 506-649-6410.. Contact Form.. Name:.. Method of contact:.. E-mail.. Phone.. Phone:.. E-mail:.. Notes/Comments:.. | Contact Us |..

    Original link path: /contact.php
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  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow
    Original link path: /cwm.php
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  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow - Employee Benefits Consulting
    Original link path: /ebc.php
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  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow
    Descriptive info: The information contained on this website does not constitute a solicitation to transact business in any way.. This communication is directed only to persons resident in the jurisdictions in which the Owens MacFadyen Group (OMG) is permitted to transact business in accordance with regulatory authorities.. Product and services are only available in Canada.. No Guarantees or Warranties.. While every effort is made to ensure that the information contained on this website is correct, OMG is not responsible for any errors or omissions, or for the results obtained from the use of this information.. All information is provided "as-is" and without guarantee  ...   on this website connect to other websites maintained by third parties over whom OMG has no control.. OMG makes no representations or warranties as to the accuracy, completeness or any other aspect of the information contained on those websites.. Limitation on Liability.. In no event will OMG or its directors, officers, employees or advisors be liable to you or anyone else for any action taken or decision made in reliance on any of the information contained on this website or for any direct, indirect, consequential, special or other similar damages, even if OMG has been advised of the possibility of such damages..

    Original link path: /terms.php
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  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow
    Descriptive info: Privacy Statement.. Privacy Policy.. Owens MacFadyen Group.. Protecting the privacy and confidentiality of your personal information has always been fundamental to the way we do business within Owens MacFadyen Group (herein referred to as Owens MacFadyen).. Our employees and business partners assign great importance to the protection of your personal information and have adopted this privacy policy, which has been drafted to comply with current legal standards regarding the protection of personal information.. This document informs you of our policy on privacy, and tells you about the ways we ensure that your privacy and the confidentiality of your information are protected.. In particular, the following measures are in place to ensure your information is protected:.. 1.. Collecting, using and retaining personal information.. Personal information is information that can be used to identify you as an individual.. We ask you for information to serve you as our client and we normally obtain all of our information about you directly from you.. Either before or when we collect information about you, we will explain how we intend to use it.. We will limit the information we collect to what we need for those purposes, and we will use it only for those purposes.. We will obtain your consent before collecting information about you from third parties, such as from your accountant, lawyer or from financial institutions.. If you wish to withdraw your consent, you may do so at any time by advising us in writing.. We retain your information only as long as it is required for the reasons it was collected.. We may retain your information beyond the end of your relationship with us but only for so long as it is legally necessary for us to have sufficient information to respond to any issue that may arise at a later date.. 2.. Disclosure of information.. Owens MacFadyen does not disclose personal information to other individuals or companies without your permission, unless we are required to do so by law.. Personal information may be disclosed, with your consent, to financial institutions with whom we act as your agents and to your other advisors (eg.. accountants , lawyers, etc.. ) Only the necessary personal information will be provided in these situations.. We use contractual or other means to provide a comparable level of protection while your personal information is in the possession, custody or control of a third party.. Owens MacFadyen will obtain written confirmation from such persons that they will provide a comparable level of protection in respect of your personal information.. If we provide information in response to a legal enquiry or order, we ensure that the order is valid and we disclose only the information that is legally required.. 3.. Protecting information.. We have thorough security standards to protect our systems and your information against unauthorized access and use.. We restrict internal access to personal information to the members of Owens MacFadyen staff required to provide the services for which you have engaged us.. These staff members have been provided with privacy training, have signed a confidentiality agreement and are familiar with Owens MacFadyen's privacy policies and procedures.. We work to protect personal information from loss, misuse, theft, as well as unauthorized access, disclosure, copying, use, or modification.. The methods of protection include:.. * Physical measures, for example restricted access to electronic and paper records;.. * Technological measures, for example, the use of passwords and encryption; and.. * Contractual measures, for example, the use of non-disclosure agreements with third parties to which Owens MacFadyen discloses personal information.. We audit our procedures and security measures regularly to ensure that they are being properly administered and that they remain effective and appropriate.. 4.. Providing information access and accuracy.. We will give you access to the information we retain about you upon request.. We will make every reasonable effort to keep your information accurate and up-to-date.. You can help by keeping us informed of any changes, such as if you move or change telephone numbers..  ...   Benefits Consulting Inc.. to submit and process collective employee information to suppliers of Health, Life, Long Term Disability, Retirement and Travel Plans, for their consideration of quoting on or providing such services to employee groups in organizations and companies.. It is also used to allow us to understand group and individual needs to enable us to recommend suitable products and services and to allow us to manage our business.. We will limit the information we collect to what we need for the intended purpose, and we will use it only for those purposes.. We retain the information we collect only as long as is required for the reasons it was collected.. We may retain the information gathered beyond the end of your relationship with us, but only for so long as it is legally necessary for us to have sufficient information to respond to any issue that may arise at a later date.. Disclosure of personal information:.. Release of selected group employee and individual personal information may be necessary in order for suppliers of group benefits plans of Health, Life, Long Term Disability, Retirement and Travel Plans, to quote on and provide the services outlined in the group contract of which the employees of the respective companies are a member.. As well it may also be required to be released to government and regulatory authorities as required by law, and to third party benefit service suppliers on a confidential basis, when required to administer the benefits outlined in your contract for your group's policy.. We do not provide or sell any group or individual information to any outside company for marketing or solicitation.. Personal information about any group or individual information is not released to a third party unless it is necessary to fulfill the requirements of the benefit suppliers contracted to provide services to your group.. We use contractual or other means to provide a comparable level of protection while your group's employee information is in the possession, custody or control of a third party.. will obtain written confirmation from such persons that they will provide a comparable level of protection in respect to your employee's personal information.. Protecting your information:.. We restrict internal access to personal information to the members of OMG Benefits Consulting Inc.. staff required to provide the services for which you have engaged us.. These staff members have been provided with privacy training, have signed a confidentiality agreement and are familiar with OMG Benefits Consulting Inc.. 's privacy policies and procedures.. We work to protect our client's information from loss, misuse, theft, as well as unauthorized access, disclosure, copying, use or modification.. The methods of protection are 1) Physical measures, for example restricted access to electronic and paper records.. 2) Technological measures, for example the use of passwords and encryption; and 3) Contractual measures, for example, the non-disclosure agreements with third parties to which OMG Benefits Consulting Inc.. discloses client information.. We audit our procedures and security regularly to ensure that they are being properly administered and that they maintain effective and appropriate.. Providing information access and accuracy:.. We will provide access to the information we retain about individuals upon their request.. It will be necessary for employers engaging our benefits consulting services to keep us informed of the accuracy of the employee information on a timely basis and as is required for the intended purpose of the information provided.. If you advise us of any errors in our information on an individual or group basis, we will make corrections immediately, and make sure they are conveyed to anyone we may have misinformed.. Your Privacy Choices:.. employees and business partners assign great importance to the confidentiality of the personal employee information you have entrusted to us.. We have always treated personal employee information confidentially.. All inquiries will be acknowledged within 5 working days and responded to within thirty (30) days from the date at which the OMG Benefits Consulting Inc.. privacy officer has received the inquiry.. | Privacy |..

    Original link path: /disclaimer.php
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  • Title: Owen MacFadyen Group - Independent Professional Advice for Today and Tomorrow
    Descriptive info: Client Complaint Handling Process.. (OMGWM) believes that the fair and timely handling of clients complaints is vital to the overall integrity of our firm.. The following policy provides an effective framework for dealing with client complaints promptly and fairly.. A complaint subject to this policy will be an expression of dissatisfaction with OMGWM, an employee or an agent alleging misconduct that would reasonably necessitate an investigation based on the circumstance, nature or severity of the alleged misconduct.. It may be submitted by a client or a person authorized to act on behalf of the client and may be in verbal or written form.. Alleged misconduct would include allegations of:.. Breach of confidentiality.. Theft.. Unsuitable investments.. Misrepresentation.. Unauthorized trading.. Inappropriate financial dealing with clients.. Engaging in securities related activities outside of OMGWM.. Complaints should be directed to:.. Attention: To-Linh Huynh, Designated Complaints Officer.. Tel: (506) 863-6400.. Email: compliance@omg.. OMGWM complaint handling process will follow the following timeline.. Upon receipt of a complaint, OMGWM will send an acknowledgement letter to the complainant  ...   a substantive response.. Request for any information required for the investigation.. OMGWM w.. ill under take an investigation and this investigation will try to be completed within 90 calendar days of receipt of the complaint.. If unable to complete the investigation within the 90 days, the client and IIROC must be advised in writing and provided with the expected time line for completion and the reasons for the delay.. OMGWM will respond to the client as soon as possible upon the conclusion of the investigation, but no later than 90 calendar days from the receipt of the complaint.. The substantive response letter will include:.. Summary of the complaint.. Investigation results.. Final decision including an explanation.. Copy of the IIROC approved complaint handling process brochure.. Statement describing the clients options if not satisfied with the decision.. Arbitration.. Ombudsman for Banking Services and Investments (if made within 180 days from the date of the substantive response letter).. Submitting a regulatory complaint to IIROC.. Litigation/civil action.. Other applicable options.. | Client Complaint Process..

    Original link path: /client-complaint-process.php
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    Archived pages: 29