oaktree & associates
Lets create some time to spend together. Lets see if we're a good fit and if we can add value to your circumstances. No cost, no obligations.
You may be wondering
Key Trend!
The pandemic didn’t just force virtual meetings — it normalized them. Most advisors and clients now use a blend of in-person and virtual (Zoom/phone/email), and a substantial share of clients prefer virtual or hybrid models.
Who's a good fit?
You're a Canadian 50+ who's thinking about retirement or retired already. You want to pay less tax, you're not feeling confident about your retirement plans. You have an investment plan but not a retirement withdrawal plan. Your current advisor is only focused on investments and not the other important parts of the prudent planning process.
Who's not a good fit?
Retirement goals can be done last minute, or "It will just all work out". I'm solely focused on investments. I want to pick the latest trending stocks and try to time the markets. I have trouble stepping back and having a professional manage my retirement.
Looks like I'm in a different Province than you?
No problem! We have the ability to work with all Canadians in regards to their retirement planning and investment planning throughout all of our Provinces & Territories in Canada.
Do you have a Minimum account size to work with me?
Great question, yes we do. The minimum investable asset requiremnet for us is $500,000. Now that being said, it's not written in stone and for us it's more about being the right fit.
Opening Hours
Mon - Fri
8:30 am – 4:30 pm
Saturday
By Appointment only
Sunday
By Appointment only