Plan wisely, Invest carefully, Protect your future

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OUR MISSION:

Help our clients reach their financial goals with peace of mind.

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.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

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.

Knowledgable

We have been in business for over 40 years, through several economic cycles with proven successful methods.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

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.

 
 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 

Meet the Team


Ray Kalvaitis, B.Com(Hons), MBA, FLMI, CFP®

Financial Planner

Leah Brouwers, B.A Econ, CFP®

Financial Planner

 

Market Monitor

Listen to insights from our market specialists  

 

 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Wayne Gillespie

27 October, 2022

Don't Fight The Fed

In his Q3 update, Wayne Gillespie provides his perspectives on another tough quarter for investors as aggressive central bank interest...
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21 October, 2022

Rising Interest Rates: The Medicine That Works

In his Q3 update, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses how inflationary pressures and the associated fallout...
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18 October, 2022

The World with Higher Interest Rates

Our outlook for the markets heading into 2023 The most aggressive monetary tightening cycle in decades has shaken global markets this...
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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Contact Us

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