ONYX Financial is a business that actually has several histories. We’re not a business that’s all about the ability of a single individual. We’re a business that has quietly grown because of the people in the firm – and each of us has a history that’s become part of ONYX.
But like any other business or family, there’s a shorter version of our story and it’s one that we think is relevant to our clients.
ONYX was created to be an integrated benefits and wealth management firm that operated at a high-level of expertise. Our focus is on delivering skilled advice, guidance and solutions to our clients because we know how important it is to have a strong support team behind you.
The ONYX team has become one of the “go to” firms in Manitoba when businesses and their owners are looking for a firm that has the depth of a large national organization, but is small enough to customize the work and build great relationships with the business owner’s team.
With a full complement of Group Benefits, Group Retirement and Wealth Management services, ONYX is a leading firm with specific knowledge in assisting with the unique needs of business owners and their families.
ONYX Financial is a member of The Benefits Alliance Group Inc. – Canada’s Leading National Alliance of Independent Employee Benefits Advisors.
We have an amazing team, and we appreciate how important that is. Unlike most advisory firms in the country, we have a rather large team because we refuse to compromise on delivering great work, and because we also know that the future of a company is always the result of what the people in it are doing. We have great people doing a great job.
Partners & Advisors
David Holm, CFP, CLU, CH.F.C. - Partner
Martin Hulme, CEBS - Partner
Chris Chornick, CFP, RHU, EPC - Partner
Jeff Caligiuri, CFP, CLU, TEP, CHS - Partner
Blair Smith, CFP, CLU CH.F.C., TEP - Financial Planner
Steve Kulyk, CFP, CLU - Financial Planner
Rob Koltek - Benefits & Financial Advisor
Gerry Matte, CLU, CFP, CH.F.C., RFP, TEP – Financial Planner
Doug Menzies, CLU, CH.F.C.- Financial Planner
Kimberlee K. Morgan, FSCI, CIWM, CFP, B.Comm - Certified Financial Planner
Benefits Consulting – Support Team
Kim Comeault – Director, Benefits Consulting
Deborah Barth, B. Comm (Hons) - Operations Coordinator
Shannon McCrossin - Group Benefits Coordinator
Liz LeBlanc - Group Benefits Coordinator
Kayla Timlick - Group Retirement Coordinator
Sarah Bordier-Kaye - Group Benefits Assistant
Wealth Management – Support Team
Rochelle Allard - Wealth Management Coordinator
Lori Vondyck - Wealth Management Assistant
Tracey Carter - Wealth Management Assistant
Anna Fast – Wealth Management Assistant
Laura Paul – Wealth Management Assistant
Jessica Galli – Wealth Management Assistant