Institutional Asset Management

Private Wealth Management

We act as trusted advisors to our clients in the management of their financial affairs for enhancement, consolidation, and inter-generational distribution of wealth.

Managed Portfolio

Ovation’s Portfolio Management (OPM) is about determining strengths, weaknesses, opportunities and threats in the choice of debt versus equity, growth versus safety, domestic versus international and other tradeoffs in the attempt to maximize return at a given risk appetite.
We combine traditional and alternative investments to ensure our clients meet their investment objectives with consideration to their risk profile, time horizon and liquidity needs. Supported by our deep understanding of the Canadian market, our professional team identify investment solutions with competitive returns, balance risk against performance, and augment these services with robust execution capabilities.

Financial Planning / Financial Advisory services:

We engage in a comprehensive evaluation of our client’s financial situation and provide appropriate investment solutions.

Securities Trading

Although yet to launch, OIG’s Securities Trading platform promises to give our clients and partners who are looking to access global securities such as equities, fixed income and international currency and other opportunities, meet their investment objectives and make their investment decisions themselves. We provide access for them to access securities on major exchanges across the world

Tax Planning

Professional tax planning is an integral aspect of building and maintaining wealth. It is very important to safeguard against financial structures that may result in double taxation or tax inefficiency.
Through our professional partnerships, our team will provide tax advisory services and recommendations to assist you in managing a wide range of personal and corporate tax issues. This is also applicable if you have international private or business interest that spans different tax authorities.

Trust and Estate Planning

Through our valued partners, we provide professional estate planning services by setting up structures that promotes wealth preservation and asset protection, executorship roles in wills and testaments, facilitation of offshore trusts and establishment of foundations and charitable trusts.

Retirement Planning

OIG’s Retirement Planning (ORP) assesses our clients’ readiness to retire, by anticipating and identifying strategic actions to improve their level of preparedness.

Our experienced Financial Advisors would work with clients to develop and implement a detailed financial plan that ensures a balanced transition of their pre-retirement standard of living and ultimately fund their desired lifestyle

Personal & Business Loans

OIG’s Personal & Business loans are for clients looking to access funds for homes/mortgages either for the purchase of real estate locally or abroad etc. We can assist them in obtaining the facilities through our partnerships with local and offshore lending institutions.

Multi-Family Office

OIG’s Personal & Business loans are for clients looking to access funds for homes/mortgages either for the purchase of real estate locally or abroad etc. We can assist them in obtaining the facilities through our partnerships with local and offshore lending institutions.

Features

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Wealth planning and administration service

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Asset performance monitoring.

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Expert Investment Advice.

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Risk management.

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Minimum of one-year subject to a renewal.

To create long-lasting economic legacies and become our community’s most valuable asset by providing high rewarding investments and wealth management solutions.