Who are we?

Serving the Golden Horseshoe for over 40 years, Oakstone Wealth is a client-focused wealth management practice located in Burlington, ON.

What do we do?

We specialize in comprehensive financial planning and wealth management, retirement income planning, estate planning and tax strategies. Our personable and experienced advisory team is dedicated to understanding your needs and recommending the best approach to reach your financial goals.

To learn more about Oakstone Wealth’s offerings and how we can help you achieve your financial goals, watch this short video featuring Leah Brouwers, Co-owner & Senior Financial Planner and Lauren Blachford, Director of Operations.

Oakstone Wealth Privacy Policy

Oakstone Wealth is dedicated to safeguarding your privacy and protecting your personal information.

We may gather personal information from you when you visit our website, submit inquiries, or engage with our services. We use this information to respond to your inquiries, communicate with you regarding our products, services, and promotional offers and to comply with any legal obligations. We do not share any of this information with third-party organizations for marketing or affiliate marketing purposes without your explicit consent and we do not disclose end-users’ consent to any third-parties.

We take comprehensive measures to protect the security of your personal information and prevent unauthorized access, use, or disclosure. Our security protocols are designed to maintain the confidentiality and integrity of your data.

If you have any questions or concerns regarding this Privacy Policy, or if you require further clarification, please do not hesitate to contact us at the email or phone number listed below.

Contact Us

Email us at info@oakstonewealth.ca
Call us at 905-333-5585

Client Login here

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© 2024 Oakstone Wealth