Michael Ohnona and Margaret Barron
Trusted Investment Advisors
Building Your Financial Future Together
ABOUT US
Welcome to the online home of Margaret Barron and Michael Ohnona — a partnership founded on trust, expertise, and personalized guidance. With years of collective experience in wealth management, retirement planning, and investment strategies, Margaret and Michael are dedicated to helping you achieve your financial goals with confidence and clarity.
Margaret Barron brings a deep understanding of portfolio management and a passion for empowering clients through every stage of their financial journey. Known for her analytical acumen and empathetic approach, Margaret guides individuals and families in navigating the complexities of today’s markets.
Michael Ohnona is an accomplished investment advisor with specialized expertise in sustainable investing and option trading strategies. Michael’s forward-thinking mindset and commitment to transparency ensures clients receive the most up-to-date insights and solutions tailored to their unique objectives.
Our philosophy is simple:
to build long-term relationships based on integrity, transparency, and measurable results.
SERVICES
We offer a comprehensive suite of financial planning and investment advisory services designed to meet the diverse needs of individuals, families, and business owners.
Investment Management
We design diversified portfolios aligned with your risk tolerance, time horizon, and personal aspirations. Utilizing modern portfolio theory and rigorous research, we seek to maximize returns while minimizing risk.
Retirement Planning
Secure your future with tailored plans that account for your current assets, expected income streams, and desired lifestyle. We help you focus on building a sustainable income to support your retirement dreams.
Estate & Legacy Planning
Protect your legacy for future generations. We collaborate with legal and tax professionals to ensure your assets are distributed according to your wishes, while minimizing probate costs and taxes.
Tax-Efficient Strategies
Your wealth should work for you, not the tax collector. We proactively manage your portfolio to minimize taxable events and take advantage of the most current tax laws.
OUR PROCESS
We believe that every client deserves a personalized approach
Discovery:
Analysis:
Strategy Design:
Implementation:
Ongoing Review:
We begin with an open conversation about your goals, priorities, and values.
Our team reviews your current financial picture, identifying opportunities and potential challenges.
We develop a tailored plan, integrating investment, retirement, estate, and tax strategies.
With your approval, we put your plan into action and handle all administrative details.
We meet regularly to review progress and adjust as your life, or the markets evolve.
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MEET YOUR ADVISORS
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Margaret Barron
Margaret is recognized for her ability to demystify complex investment concepts, translating industry jargon into actionable advice for clients of all backgrounds. With over 35 years in the financial sector, Margaret has managed portfolios through volatile markets and changing regulatory environments. Her credentials include:
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Margaret’s approach centers on collaboration, education, and ongoing support. She believes in empowering clients to make informed decisions, whether they are just starting out, building wealth, or transitioning to retirement.
Michael Ohnona
Michael’s holistic approach integrates technical and fundamental analysis alongside traditional financial analysis to create a bespoke portfolio that is right for you. He is passionate about helping clients align their investments with their values, without sacrificing performance.
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His commitment to lifelong learning ensures clients benefit from the latest research and innovation in portfolio construction.
Why choose us?
Experience Matters:
Margaret and Michael have over 60 years of combined experience in financial planning and investment management.
Personalized Service:
Every client receives a bespoke plan, reflecting their individual goals, values, and risk tolerance.
Fiduciary Duty:
We are legally bound to act in your best interest. Your success is our only priority.
Comprehensive Perspective:
We coordinate with your accountants, lawyers, and other advisors to ensure every aspect of your financial life is aligned.
Transparent Fees:
No hidden charges. We believe in clarity, so you always know what you’re paying for and why.
CLIENT TESTIMONIALS
S.D., Client since 2016
“Margaret and Michael provided the clarity I needed to retire with peace of mind. Their guidance was invaluable.”
R.K., Client since 2018
“I appreciate their holistic approach and commitment to my family’s financial well-being.”
E.F., Client since 2020
“Michael’s expertise in sustainable investing helped me align my portfolio with my personal values.”
NOW SERVICING
Ventum Financial Corp. Toronto
181 Bay Steet Suite 2500, Toronto, ON M5H 1R3
Ventum Financial Corp. Ottawa
565 Carling Ave Suite 600, Ottawa, ON K1Z 8P9
CONTACT
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