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.
Listen to insights from our market specialists
9 March, 2023
Time in the Market is More Important than Timing the Market Investing can be an emotional process, especially if you try to time the... Read more
8 February, 2023
Wondering where to put your money? Find out whether a TFSA or an RRSP or a combination of both are best for achieving your financial... Read more
25 January, 2023
Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about... Read more