Choose to work with Oakstone Wealth and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, & you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities & manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We have been in business for over 40 years, through several economic cycles with proven successful methods.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your life's ideals and goals is the stuff that makes us excited.
Pull up a chair, and let us tell you our story.
Listen to insights from our market specialists
25 January, 2023
Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about... Read more
17 January, 2023
Here is a summary of all the important dates in 2023 to diarize in your annual financial planning calendar. This guide will help you... Read more
14 December, 2022
The holiday season marks the point in the calendar where I start to think about my "what to expect next year" piece. It is a time for... Read more