https://www.lomwealth.com/home daily 1.0 2025-06-22 https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566484918071-9FAYY79Z4UJJK3BPWP7L/Lom+Black.jpg Home - INSURANCE & ESTATE PLANNING Hindsight is always 20/20. Whether you are looking to protect yourself, your loved ones or your business interests our team has the solutions to suit your situation. Life can be stressful enough, let us optimize your risk and protect you in areas where you need to be. LEARN MORE > https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566484896145-0LC8FL26346RUFA98BOO/Lom+Black.jpg Home - RETIREMENT PLANNING Transitioning to retirement can be a challenging time for everyone. We focus on the goals and values that are important to you and what resources you have to fulfill those goals. We create customized yet easy to understand and implement retirement income plans that are centered around you so you can focus on enjoying your retirement. 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We focus on the goals and values that are important to you and what resources you have to fulfill those goals. We create customized yet easy to understand and implement retirement income plans that are centered around you so you can focus on enjoying your retirement. LEARN MORE > https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566484918071-9FAYY79Z4UJJK3BPWP7L/Lom+Black.jpg Our Philosophy - INSURANCE & ESTATE PLANNING Hindsight is always 20 - 20. Wether you are looking to protect yourself, you loved ones or your business interests our team has the solutions to suit your situation. Life can be stressful enough, let us optimize your risk and protect you in areas where you need to be. LEARN MORE > https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566484907020-RZPX9AKYPEKWHJ16I433/Lom+Black.jpg Our Philosophy - WEALTH PLANNING Take the guess work out of managing your finances. Our team has been doing strategic wealth planning for over 25 years. Tax mitigation, investment management, you name it - we can help! LEARN MORE > https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566965220919-DBJH05JB64UEANJUZJ71/ludovic-fremondiere-3XN-BNRDUyY-unsplash1.jpg Our Philosophy https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566965323895-IG7P6OZQCG2YAL4S1SWX/Lom+Black.jpg Our Philosophy https://www.lomwealth.com/retirement-planning daily 0.75 2025-06-22 https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566500008475-TPQP5E5SP29O29UFJ6UH/rawpixel-1147214-unsplash.jpg Retirement Income Planning https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566500245675-5KUWKKBEU4JG5SDOOV18/Lom+Black.jpg Retirement Income Planning https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566940696414-YL6Q9PV4E2LB8PT3H15J/Lom+Black.jpg Retirement Income Planning https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566941637660-2HGWL3COTJQZZ95F69LW/ashley-knedler-9SW9IvKD9OY-unsplash.jpg Retirement Income Planning https://www.lomwealth.com/wealth-planning daily 0.75 2021-03-23 https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566968570921-YPF01UK9T1Z6YCQDR8XB/casey-horner-7FHN1gFyf9I-unsplash.jpg Wealth Planning https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566968614951-LS66B816IHTZ4N8XDWAU/Lom+Black.jpg Wealth Planning https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566969152395-1Z85Z1QK01ZVH5DS9PYB/nils_ks-zSf8KoA3BFk-unsplash.jpg Wealth Planning https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566969481864-V3IQONS9LSREIS3QHYAG/Lom+Black.jpg Wealth Planning https://www.lomwealth.com/insurance-planning daily 0.75 2019-10-24 https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566944082184-WGWVXTPJYZS9JU5IO00T/omar-lopez-716653-unsplash+%281%29.jpg Insurance Planning https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566944895322-1URHQR7LP2Y24DNGLWYW/Lom+Black.jpg Insurance Planning https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566945223146-X7D909PDP9Q2JAHFZGM9/omar-lopez-vTknj2OxDVg-unsplash.jpg Insurance Planning https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1566945628576-4T1O9AUS3KFSA60VTI7V/Lom+Black.jpg Insurance Planning https://www.lomwealth.com/our-team daily 0.75 2025-06-23 https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/f5388526-51c3-44d5-9123-337bc1481104/JLO+BP_01-08-21_-0600revSZ.jpg Our Team - Joe Lee-Owe PFA | SENIOR ADVISOR & MANAGING PARTNER Joe started his career on the supply side of the Financial Services industry. In this role, he was exposed to Financial Advisors in a variety of different practice structures and personalities. That was when he discovered that his real passion lay in working with individuals and families to achieve their financial goals, and giving them the best possible experience. He joined McClary Financial to learn the business from the inside out, eventually taking on a lead role. A true problem solver, Joe enjoys finding unique and creative means of resolving client financial issues — whether it be retirement, tax or estate planning. Joe is a people person through and through which is why his meetings are as much about connecting with clients personally, as they are about helping them find a path forward. When not in the office, Joe spends his time cooking, coaching soccer and traveling with his wife and kids. https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/273c7b71-0880-4348-af1f-22ea70d97db5/BP_03-03-25_1-0198+revSZ.jpg Our Team - Graham Yarwood PFP, RRC | FINANCIAL PLANNER Graham is a seasoned financial planner with over 17 years of experience specializing in investment, retirement, tax, and estate planning. Graham is dedicated to building strong, long-term relationships with his clients, treating each one like family. He believes in an inclusive and collaborative approach to financial planning, tailoring strategies to align with individual goals and values. Graham holds the Personal Financial Planner and Registered Retirement Consultant designations. Beyond his professional commitments, Graham enjoys spending time in the mountains with his family and is actively involved in both golf and hockey, whether playing or coaching. https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/f809d17e-8dbc-4545-b93d-7b1f78ec9847/BP_05-03-24_1-0197+revSZ.jpg Our Team - Benjamin MacBurnie ASSOCIATE FINANCIAL ADVISOR Financial planning is not just about numbers; it's about empowering individuals to take control of their present and future by creating a life of financial well-being, peace of mind, and the freedom to pursue your passions. With a strong background in Financial Services spanning 14 years. Ben strives in helping clients achieve financial security by eliminating the guesswork from their present and future financial goals. With his expertise in financial planning, investment planning, and retirement planning and funding, and a genuine desire to make a positive impact on clients' lives, he is committed to delivering exceptional service that caters to your unique needs and goals. Beyond his professional pursuits, he can be found enjoying his hobbies such as hockey, snowboarding, traveling, and gardening. https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/ca2b6842-067c-4813-a224-d807dd60bb70/BP_03-21-25_1-0532+rev.jpg Our Team - Zuzana Ondrejkova CLIENT CARE MANAGER Zuzana started her career as a Financial Planner in Slovakia before she moved to Canada with her husband and daughter, almost 20 years ago. She continued to build on her experience in the financial field in one of Canada’s biggest MGA offices - ABEX Brokerage Services Inc., providing marketing and sales support to advisors on the insurance side. After the birth of her second daughter, Zuzana worked for Certified Financial Advisor as Executive Assistant and Senior Administrative Assistant for insurance and continued to gain broader knowledge of investment side of the business. In her free time, Zuzana has a very active lifestyle. She likes all kinds of art and music, enjoys exercising early in the morning, performs traditional Slovak folk dances and songs and you can often find her at the top of one of the peaks in the Rocky Mountains. "Treat others the way you want to be treated " is a mantra that Zuzana lives by. https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/9b1ae052-fc2c-4d0a-b339-cc49bd639aec/BP_05-13-21_1-0006rev.jpg Our Team - Mira Silaghi CLIENT CARE MANAGER Mira brings extensive Financial Administration and Financial Planning experience from previous roles with a few different well established advisory offices in Calgary. This real-world experience & strong work ethic coupled with a bachelor’s degree in commerce with a major in Business allows Mira to provide clients with an exception experience, ongoing support and a high-level of client service. When Mira is not working, she loves spending time with family and friends, enjoying long walks and hiking. https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/1c61cec4-bb9e-4113-91b4-1afb32150f77/BP_03-25-25_3-0162+rev.jpg Our Team - Karl D’Souza ADVISOR ASSISTANT Karl began his career in the food and service industry, primarily working at the Priddis Golf and Country Club while pursuing a combined degree in Finance and Mathematics at the University of Calgary. Through his experience in the industry, he developed a passion for getting to know his customers and providing excellent service. Before this role, Karl worked as an intern at with a Calgary based an oil and gas firm. There, he was exposed to various aspects of capital markets and the exploration industry. Combining these two worlds—finance and client service—felt like the perfect fit for him, ultimately leading him to wealth management. In his spare time, Karl enjoys rock climbing, playing soccer, hiking, or watching sports with friends. https://images.squarespace-cdn.com/content/v1/5cb76bad5239583190f85b8a/defe413f-945c-460f-bcca-89b7d1e41655/C+Silver+BP_01-08-21_-0041revSZ.jpg Our Team - Carrie Silver CLIENT EXPERIENCE MANAGER Carrie has over 5 years experience in the Financial Services industry, managing the LOM client experience, leading projects and assisting the service team. She started her career in hotel management where she did it all! She managed a staff of 30 people, was an administrator extraordinaire, successfully led the hotel with ‘A’ level inspection ratings and took on the project management role for renovations and demolitions. 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