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Oak Tree Financial

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Oak Tree Financial

Mission statement:

“We are accountable to our clients as one of the leading financial planning firms in South Western Ontario for professional, independent, and personal advice.”

Overview:

WHAT MAKES US DIFFERENT?

WE ARE INDEPENDENT: And we mean that in the full sense of the word. We are not owned in any part by a financial institution that also produces financial products.

WE BELIEVE IN PROFESSIONAL MONEY MANAGEMENT: We do not manage money ourselves. We work hard to find the best financial money managers/products for our clients from over 100 different financial institutions, be they Banks, Investment Firms, Life Insurance Co’s, Trust Companies, Pension Managers, or Credit Unions. Add to this a team that has over 200 years of combined experience in the financial industry, and you have a winning combination.

WE BELIEVE INTEGRITY IS NOT JUST A WORD, BUT THE ONLY WAY TO DO BUSINESS: We chose carefully in 2004 to associate with a national financial dealer PEAK FINANCIAL GROUP because after much research we felt that their motto “Integrity Above All” was more than a saying. They walked the talk. When we work with you to map out your financial future, we will give you an honest answer to all your questions.

History:

Founded in 1986 by Ron & Donna Willis as “The Insurance & Investment Centre”, we have operated as Oak Tree Financial Services since 2004. In 2014, Trent Stanley assumed ownership of Oak Financial Services and is proud to work alongside a team of 14 advisors and administrative staff to provide financial advice to over 2,500 households in South Western Ontario.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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