Discover the Omentis GPS

In an industry where advisors are perceived as salespeople pushing products, Omentis has created a system where trust and communication are valued above all.

I am an Advisor I am a client

Establish meaningful relationships

Omentis allows you to establish meaningful relationships with your clients through a client-centric philosophy and a transparent process. The Omentis GPS is a cutting edge marriage between the long time standing fundamentals of financial planning with the forward looking power of information technology. Whether you’re an advisor or a client, the Omentis GPS system ensures you work together, leveraging technology and real time communication towards a common goal… The Perfect Plan.

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Welcome to Omentis

The Perfect Plan Philosophy

The Omentis Goal Planning System aims to achieve the Perfect Plan, a proven method for financial goal planning that virtually guarantees all goals are met by employing the three layers of Perfect Plan.

Layer 1 Accumulation

Layer 2 Protection

Layer 3 Distribution

Accumulation

Accumulation

This is the layer wherein the client is an active participant in determining, implementing and maintaining the chosen strategies that will help them attain their goals.

The Perfect Plan™

The implementation of each layer through the acquisition of the required financial products, is what we can the Perfect Plan, so named because, by strictly adhering to this process, our financial goal planning method will virtually guarantee any goal you identify and implement.

Protection

Protection

Life happens, so you need to plan for the unexpected. The protection layer is designed to help your clients continue achieve the realization of their goals, both immediate and long term. This layer plans for the unforeseen, such as loss of employment, sickness or death and helps ensure your clients continue the path in their Perfect Plan.

The Perfect Plan™

The implementation of each layer through the acquisition of the required financial products, is what we can the Perfect Plan, so named because, by strictly adhering to this process, our financial goal planning method will virtually guarantee any goal you identify and implement.

Distribution

Distribution

In the event that your client is removed from active participation towards their goals due to unforeseen circumstances, The Legal Directive layer is designed to manage the control and distribution of their assets.

The Perfect Plan™

The implementation of each layer through the acquisition of the required financial products, is what we can the Perfect Plan, so named because, by strictly adhering to this process, our financial goal planning method will virtually guarantee any goal you identify and implement.

Thank you for your interest in the Omentis Goal Planning System.

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Testimonials

I showed the Omentis GPS for the very first time this week. The client was skeptical at first, but within minutes of starting a goal, she was sold. I signed her and her husband on the third meeting; 300,000$ in cash, need for insurance which we are putting into place at the next meeting, plus an uncommitted 800$/month towards their accumulation goals.

James, Financial Advisor, Montreal

I just bought the Omentis GPS two weeks ago and last week closed my first client using the system. He was extremely impressed with the process. He liked that he and his wife knew what to expect and how I made everything simple for them. They are business owners who never had time to learn about planning, but the GPS gave them clarity of what we are doing and why, giving them piece of mind. We transferred 1.5 million dollars and I made over $65,000 commission, and I got two referrals.

David, Financial Advisor/Private Banking , Montreal

I got four referrals so far from existing clients all because of the Goal Planning System. I have been asking my existing clients for these referrals for months but they were always hesitant. Now with the GPS they pulled out their cell phones and gave me their contact information on the spot !

Alexandra, Financial Advisor, Ottawa

All I can say is, before the Omentis Learning Centre, I was a terrible communicator. Now, thanks to Danny’s videos and the Perfect Plan Philosophy, I’ve been closing a new client every week!

George, Financial Advisor, Laval

This is unbelievable. After months of fruitless meetings, I was one failed attempt from quitting the business for good. A buddy of mine recommended the Omentis GPS and the difference is night and day. As soon as I learned the system, I began closing clients and even got my first referrals!

Donald, Financial Advisor, Laval

While I never had issues getting meetings, I was always struggling to manage my business. But now with Omentis’ automated system, I have all the time in the world to build my business to where I want it to be.

Rachael, Financial Advisor, Montreal

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