Who are we?

Serving the Golden Horseshoe for over 40 years, Oakstone Wealth is a client-focused wealth management practice located in Burlington, ON.

What do we do?

We specialize in comprehensive financial planning and wealth management, retirement income planning, estate planning and tax strategies. Our personable and experienced advisory team is dedicated to understanding your needs and recommending the best approach to reach your financial goals.

How can we help you?

We want to help our clients reach their financial goals with peace of mind.

To learn more about Oakstone Wealth’s offerings and how we can help you achieve your financial goals, watch this short video featuring Leah Brouwers, Co-owner & Senior Financial Planner and Lauren Blachford, Director of Operations.

Contact Us

Email us at info@oakstonewealth.ca
Call us at 905-333-5585

Client Login here

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© 2023 Oakstone Wealth *Investment services offered through IPC Investment Corporation