Why ONYX
Life Simplified with Expert Risk Management and Uncompromising Service.
We have been trusted advisors to business owners and families for benefits consulting and wealth management services since 1998. At ONYX, we take pride in the strategies and plans our teams design to mitigate risk and protect client interests. As a result, we’ve built decades-long client relationships. Our team has a reputation for its unique blend of local knowledge, specialized expertise, and a personal, genuine approach. We care more deeply and act more sincerely than ever thought possible.
We founded ONYX because we know financial risk can get in the way of achieving your goals. By continuously identifying and managing risk and uncertainty, our experts help business owners and families achieve not just peace of mind, but a life made simpler.
The truth is, whether business or personal, risk is interconnected. This understanding is at the heart of why we created ONYX as an integrated practice, combining group benefits, group retirement, financial and estate planning, and investment management services under one roof. It’s impossible to effectively manage risk without a complete picture, dedicated experts, and proven processes designed to achieve a successful outcome.
OUR PEOPLE
Our philosophy is brought to life by our people.
We understand the business challenges and personal risks you face, and mitigating those risks is our priority. Our commitment to personalized service means that when we pick up the phone to help a client, one of their employees, or a family member, everyone is treated the same. That’s been our philosophy since day one, and it’s why we have lasting relationships with our clients.
Our benefits consultants and wealth management advisors are seasoned professionals with decades of experience. This extensive expertise, gained by working across a broad range of clients and accounts in all sectors of the Canadian economy, allows us to accurately identify risk and opportunity—providing you with the most current and effective strategies. By prioritizing continuous learning and education, we ensure our place as industry leaders, guiding and setting standards rather than following.
Our client relationships are built on empowerment, not dependency.
For our group benefits and group retirement clients, we provide support and education to plan sponsors and administrators, whether they are experienced or new to the role. We also educate and guide your employees—helping with health and disability claims, conducting benefits education workshops, or providing retirement planning assistance to individual plan members.
For our financial and estate planning and wealth management clients, our support and education extend to all family members, ensuring secure futures and simpler lives for everyone.
Our Expertise
We pride ourselves on a team that not only has decades of experience but also embodies a spirit of lifelong learning. This combination of historical perspective and current expertise allows us to develop benefits consulting and wealth management strategies that are resilient, adaptable, and tailored for long-term protection and success.
Your needs are unlike anyone else’s, which means your strategies need to be as unique as you are. Whether you’re a start-up business owner or a high-net-worth individual, our GPS process guarantees the creation of a highly customized and innovative solution that will meet your needs, provide protection from risk, and ensure you seize opportunities along the way.
We possess a deep understanding of local communities and work closely with First Nation organizations to ensure our strategies are sensitive to unique cultural needs and tax considerations.
Choosing a partner you can trust to carefully manage and protect your interests and financial future is challenging. We understand the important duties and significant responsibilities we take on as your trusted fiduciary—the duty of care, good faith, transparency, loyalty, and accountability it requires. Your needs always come ahead of our own.
The ONYX GPS
Minimizing risk and maximizing reward are at the forefront of our GPS process. It enables our teams to create highly customized and innovative solutions to protect our clients from risks while ensuring potential opportunities aren’t missed.
Guidance
Our journey together begins with a comprehensive assessment of your current strategies, including group benefits, group retirement, estate and financial planning, and investment and wealth management. Our approach is not just about understanding where you’re at but envisioning where you’d like to be.
Planning
The heart of our service is strategic planning. We develop a custom plan tailored to your goals, driven by our expert insights to support and guide you. This plan is a dynamic blueprint, continuously adapting to align with your changing circumstances and objectives while taking advantage of the opportunities that come your way.
Stewardship
As we implement your plan, our role shifts to active stewardship. We continuously manage, review, and adjust your plan to suit your evolving needs. Regular consultations and reviews are integral to our service; every member of your ONYX advising or consulting team is in tune with your needs and ready to address any questions or changes that arise.