Business Details
28 Years
experience
Your Trusted Partner for Financial Solutions
Since 1998, ONYX Financial has been a trusted partner for businesses and families seeking comprehensive benefits consulting and wealth management solutions. Our team combines decades of industry experience with a personalized approach to risk management, ensuring clients can focus on their priorities while we safeguard their futures. Through our proprietary GPS processGuidance, Planning, and Stewardshipwe deliver customized strategies that adapt to evolving needs, leveraging our national partnership with Navacord to provide unparalleled expertise. Our commitment to innovation, education, and client-centered service has fostered long-term relationships built on trust and accountability.With offices in Winnipeg, St. Georges, and Sioux Lookout, we serve clients across Canada, offering tailored solutions for group benefits, retirement planning, investment management, and estate planning. Our professionals hold prestigious certifications such as CFP, CLU, and TEP, reflecting our dedication to excellence and continuous learning. By prioritizing transparency and ethical practices, we empower clients to navigate financial complexities with confidence, ensuring their wealth and well-being are protected for generations.
Services
Benefits Consulting
Wealth Management
Group Retirement Plans
Investment Management
Estate Planning
Business Succession Planning
HR and Wellness Strategies
Insurance Planning
Retirement Planning
Risk Management
Details
- Year established: 1998
Highlights and features
- We offer over 25 years of experience in benefits consulting and wealth management.
- Our GPS process ensures customized, adaptable financial strategies for every client.
- Nationwide reach through our partnership with Navacord, Canada's leading brokerage.
- Certified professionals with CFP, CLU, and TEP designations deliver expert guidance.
- Client-centric approach prioritizing transparency, education, and long-term relationships.
Services
Benefits Consulting
We design cost-effective group benefits and retirement plans tailored to business needs, ensuring compliance and employee satisfaction. Our experts analyze market trends and negotiate with insurers to create competitive packages that attract talent and reduce turnover. By offering ongoing education and support, we help employers maximize plan value while mitigating financial risks.
Wealth Management
Our wealth management services protect and grow client assets through personalized investment strategies and estate planning. We collaborate with accountants and legal advisors to create holistic plans that address tax efficiency, retirement goals, and legacy preservation. Continuous portfolio monitoring ensures alignment with evolving financial objectives and market conditions.
Business Succession Planning
We develop strategies for seamless business transitions, addressing ownership transfer, tax implications, and risk management. Our plans ensure operational continuity while preserving family legacies through customized buy-sell agreements and contingency frameworks that adapt to changing circumstances.
Investment Management
We create diversified investment portfolios aligned with client risk tolerance and financial goals. Our independent approach provides unbiased recommendations across asset classes, focusing on long-term growth and capital preservation through regular performance reviews and strategic adjustments.
Retirement Planning
We design retirement plans that balance income needs with tax efficiency, incorporating pension optimization and sustainable withdrawal strategies. Educational workshops and one-on-one consultations empower clients to make informed decisions about their financial future while addressing healthcare and longevity risks.
People
David Holm
Managing Partner
With over 25 years in financial services, David leads ONYX's strategic direction, specializing in risk management and corporate governance. His expertise ensures clients receive innovative solutions aligned with evolving market demands.
Jeff Caligiuri
Partner, Wealth Management
Jeff brings 20+ years of experience in estate planning and investment strategies, helping high-net-worth clients preserve wealth across generations through tax-efficient frameworks and customized trust structures.
Martin Hulme
Partner, Benefits Consulting
As a Certified Employee Benefit Specialist, Martin designs group benefits programs for large corporations, focusing on cost containment and compliance while enhancing employee engagement through innovative wellness initiatives.
Daniel Mortimer
Director of Finance
Daniel oversees ONYX's financial operations, applying his 15 years of accounting expertise to ensure fiscal stability and support strategic growth initiatives across all service lines.
Jared Unrau
Benefits Consultant
Jared specializes in small-to-midsize business solutions, leveraging his decade of experience to create affordable benefits packages that balance employer budgets with employee needs.
Questions
What services does ONYX Financial Group offer?
We provide benefits consulting, wealth management, group retirement plans, investment management, estate planning, and business succession planning tailored to businesses and families.
How does ONYX's GPS process work?
Our Guidance, Planning, and Stewardship process creates customized financial strategies through comprehensive assessment, dynamic planning, and ongoing management to adapt to client needs.
Are your services available outside Winnipeg?
Yes, we serve clients in St. Georges, Sioux Lookout, Northwestern Ontario, and nationwide through our Navacord partnership.
What certifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Life Underwriters (CLU), and Trust and Estate Practitioners (TEP), ensuring expert guidance.
How do you handle changing financial regulations?
We continuously monitor regulatory updates and proactively adjust client plans to maintain compliance and optimize financial strategies.
Can you help with employee wellness programs?
Yes, we design customized HR and wellness strategies to improve workplace culture, reduce absenteeism, and enhance employee benefits utilization.
Reviews (2)
Sally Roach
Sep 02, 2020
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Not very helpful when dealing with life insurance claims. Refused to provide us with the Insurance Policy, claiming this would not be in the interest of Sunlife. They serve Corporations more so than hardworking individuals. Way to create additional hardships for grieving families. You should be proud of yourselves.
Smerch
Jan 11, 2020
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I had Chris Chornick as my advisor so to speak of my retirement funds when I worked at a larger trades company. I have to say I never felt like he was after my money or trying to have the final say on my finances, he was always trying to get the necessary information to make the best decision for me and my finances based on my situation. Nice down to earth guy. Would recommend
