​​​Oake Wealth is a financial concierge offering you private client services.

With years of experience at some of Canada's biggest financial services providers, we learned the foundations of financial planning for the Canadian client. We provide greater choice, more competitive fees, and customized plans. Most firms offer basic advice, funneling clients into cookie-cutter portfolios. We always treat you with the respect of being our most important client. Whether you are an individual, have a family, or are a business owner, we will help you establish the best solution to meet your financial goals.

 
Supported by one of the largest financial services managing agencies in Canada, we have access to the most comprehensive shelf of financial products in the country. We use this broad range of options to create individualized plans using established products.

Who We Are

Ready to Begin

Please contact Oake Wealth for an initial consultation. Lets build a roadmap to success. We look forward to hearing from you.


​Call Today: (416)-728-2381

Whether you are an individual, have a family, or are a business owner, we will find the best solution to meet your financial goals.