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.

Are Your Heirs in the Dark? | Planning Heirs Financial Future

14 May, 2021

Are Your Heirs in the Dark? | Planning Heirs Financial Future

A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having thei
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Why Evolve Your Financial Plan as Your Wealth Increases

6 May, 2021

Why Evolve Your Financial Plan as Your Wealth Increases

For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income a
Read more

Understanding Your Investment Performance

30 April, 2021

Understanding Your Investment Performance

Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes.
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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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