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THE RIGHT FIT | CORPORATE PROFILE | OUR TEAM | MEMBERSHIPS & ASSOCIATIONS

We have concentrated on meeting our clients' needs by providing clear advice in order to integrate and deliver intelligent programs.

Our team, with expertise in financial planning, benefits consulting, tax considerations, investments, human resources, actuarial and more, possesses the ability to design and deliver customized plans suited to each client.

ONYX ADVISORS  
David Holm CFP, CLU, CH.F.C. Principal
Ron Youngson BA, CFP, RPA Director, Group Retirement
Rob Koltek Employee Benefits & Financial Security Advisor
Stephen Kulyk CFP Financial Planner

ONYX SERVICE AND SUPPORT TEAM
Deborah Barth B.Comm (Hons) Operations Coordinator
Shannon McCrossin Service Coordinator
Edie Campbell Marketing Assistant
Miriam Haverda Marketing Assistant
Debbie Swieszko ACS Marketing Assistant
Kari Kulyk Marketing Assistant
Tammy Kunz Marketing Assistant
Sandy Henley Controller
Heather Warkentin Marketing and Communication Coordinator

To further enhance the planning process, ONYX Financial Group has also established relationships with a variety of financial specialists and industry experts. The result is a well-rounded team that can tackle even the most complicated financial challenges. Client resources available include:

Tax and Estate Planning
•• Corporate Structure & Reorganization
•• • •Tax Lawyer (LLB)
• •Accounting & Tax Support
•• • •Chartered Accountant (CA)
•• • •Certified General Accountant (CGA)

Private Wealth Counselor
• •Private Wealth & Estate Services
• •Portfolio Design & Investment Management

Insurance Actuary
• •Life Insurance Product Expertise
•• Customized Plan Design

Actuarial Support
•• Individual Pension Plans (IPP)
• •Retirement Compensation Arrangements (RCA)

  
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