Planning Futures!

Every person that walks through our doors is unique, and has unique needs when it comes to insurance and investment planning.

At Omineca Financial Services our Professional Financial Advisors take the time to explore those unique needs with you and recommend a plan from there. When these plans are built we look at your life holistically, incorporating all your goals, assets and dreams, into one comprehensive financial plan.

Quality Service!

Providing the highest quality service and expert advice has been our commitment from day one, and we PROMISE that will never change. We are so committed to quality service that we send each person home with a copy of our commitments to you, personally signed by the founder Omineca Financial Services.

What good is a financial advisor if they don't respond when you need them, we commit to responding to every request within one business day of receiving it.

Our Commitment!

At Omineca Financial we send every new customer home with a signed copy of our commitments to you. This document outlines all the services we will provide to you and our commitment to excellence in always ensuring that the products we recommend are actually right for you, at Omineca Financial your needs have always and will always come first.

Some of these commitments include:

  1. We will always respond within 1 business day to every request, with no exceptions.
  2. We will at a minimum reach out to you twice a year to update you on your accounts.
  3. We commit to being active not passive managers and being available to you anytime you have questions, concerns, or just want an account update.

Ease of Access and Digital Signatures!

In order to make each appointment easier for our clients we can do everything over the phone/zoom with electronic signatures. We have partnered with several companies that allow us to submit most documents with an electronic signature.

This means you can easily sign documents at your leisure while you're on the go, or from the comfort of your own home!

We can also meet you outside of normal business hours if that is what's most convenient for you!

Call to book a consultation at

REQUEST A CONSULTATION

Please enter your contact information and brief description about you to get started on your financial plan, or set up an appointment to come in and review it with us. Remember, when it comes to building a good financial plan, the more information you provide the better!
 

Authorized distributor for The Canada Life Assurance Company, Equitable Life Insurance Company, The Manufacturers Life Insurance Company, Pacific Blue Cross, and Desjardins Financial Security Life Assurance Company. Manulife & Stylized M Design, and Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.

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