Oake Wealth offers tailored service for your insurance and investment needs. Don't settle for the basic advice most firms provide. We provide greater choice, customized plans, and more competitive fees. You will always be treated with the respect of being our most important client. Whether you are single, have a family, or own a business, we know the best solutions to meet your financial goals.

Through associations with
Prolaunchand PPI Solutions
, we have access to the most comprehensive shelf of financial products in the country. 

Engaging in our industry and community is important to us. As a proud member of the Alliston & District Chamber of Commerce (ADCC), we are active in our local business community. Membership in Advocis and the Independent Financial Brokers of Canada (IFB), keeps us abreast of industry changes and trends. 

Ready to Begin

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

Who We Are

"Whether you are single, have a family, or own a business, we know the best solutions to meet your financial goals."