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OUR MISSION:
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.
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Listen to insights from our market specialists
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27 October, 2022
In his Q3 update, Wayne Gillespie provides his perspectives on another tough quarter for investors as aggressive central bank interest... Read more
21 October, 2022
In his Q3 update, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses how inflationary pressures and the associated fallout... Read more
18 October, 2022
Our outlook for the markets heading into 2023 The most aggressive monetary tightening cycle in decades has shaken global markets this... Read more