Alistair's role as Co owner and Financial Advisor at Assante Oaktree & Associates is to provide holistic financial planning to clients in all aspects through his team.

Chad's role as Co owner and Wealth Management Advisor at Assante Oaktree & Associates is to provide holistic wealth planning to clients in all aspects through his team.

As an Investment Counsellor,

Brad has 28 years of experience in the industry. He began his career as an advisor which ultimately led to marketing consultant, a Regional Tax and Estate Planning Consultant, and advanced case responsibilities. 

Dario focuses on tax and financial planning strategies for business owners, professionals and families. Dario primarily focused on tax compliance which included planning, implementation of strategies related to tax minimization and deferral, asset protection, property, and business succession.

Nav facilitates the delivery of wealth planning reports and helps our clients articulate and document their goals to build a plan that meets their needs. Nav delivers a strategy that addresses retirement planning, cash flow, risk management, business planning & estate planning