Find Out
OUR MISSION:
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.
Financial Planner
Listen to insights from our market specialists
More Insights
12 January, 2022
Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide. Read more
22 December, 2021
Developed market government bonds have rallied across the board since the news about the Omicron variant emerged. Read more
5 July, 2021
When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. Read more