Meet Our Team

We have an experienced team of advisory and support staff ready to serve you. We thought you might like to put a "face to the name" as the saying goes, so here's a bit about us. We look forward to meeting you in person!

Trent has been in the financial services for over 25 years. He thoroughly enjoys working as a financial planner because it allows him to integrate his love of numbers and finance with helping families reach their financial goals. After working for an Investment Advisor in Toronto, he moved to the Listowel area to work and raise his family in the rural area he had grown up in. He has been part of the Oak Tree organization for 24 years and became the owner and CEO in 2014.

Education

Trent is a Certified Financial Planner (CFP™), so you can be sure that he provides expert and professional financial planning services. To earn the CFP™ designation, Trent had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Trent also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. He has also completed his Personal Financial Planning course and is a Chartered Financial Services Broker.

Community Involvement

When not at work, Trent is an active member of his local church and can be found playing the piano, teaching a Sunday School class or helping out with the church planning and vision.

More about Trent

Trent lives in Listowel with wife Cheryl and four children (Connor, Courtney, Ainsley & Tyler) where he enjoys participating in his children’s activities including hockey and music, as well as spending time working in his yard. He also enjoys travelling and going on vacation with his family.

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Trent Stanley 
CFP, PFP, CFSB
Certified Financial Planner


Mutual Fund Representative & Branch Manager attached to PEAK Investment Services Inc.

We are accountable to our clients as one of the leading financial planning firms in South Western Ontario for professional, independent, and personal advice.

Advisory & Tax Team

Oak Tree has brought together a team of specialists to ensure their clients receive efficient, expert and friendly financial planning advice and servicing.

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Mary Ellen Wooddisse EPC, Financial Consultant

Mutual Fund Representative & Branch Manager attached to PEAK Investment Services Inc.

Mary Ellen started as a financial advisor in 1987 and has been part of our team since 1991. As part of the Financial Consultant team she works with our clients, assisting them in meeting their financial and retirement goals. She holds her Mutual Fund and Branch Manager’s Licenses and completed her Elder Planning Counselor designation in 2010.

On the weekend, Mary Ellen enjoys spending time on her family farm with her children and grandchildren.

 
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Garrett Boekestyn CPA, CA,
Financial Consultant, Chartered Accountant

Mutual Fund Representative attached to PEAK Investment Services Inc.

Garrett joined our team in 2019 after deciding it was time for a career change. Garrett spent the last five years working at a local accounting firm in Listowel, earning his CPA, CA designation in 2016. He is working towards obtaining his CFP designation to better serve our clients’ needs.

Garrett grew up in St. Thomas and London where his parents owned a greenhouse. After completing his university degree at Redeemer University College he moved to Listowel to begin his career. He enjoys volunteering with the youth group at his church, spending time with friends and family, and playing soccer.

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Liz Hawkins, Income Tax Manager 

Liz joined our office in January of 2018. She has been in the financial services industry since 1982. Liz is responsible for our income tax preparation, both individual and estate.

She lives in Listowel with her husband Chris. She has three children and five grandchildren. When not at work she enjoys gardening, spending time with family and playing the piano.

Client Services Team

Oak Tree has brought together a team of specialists to ensure their clients receive efficient, expert and friendly financial planning advice and servicing.
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Richelle Smith

Advisor Support Manager

Richelle joined our team in the fall of 2004. She currently assists the advisory team as well as managing the accounting department. Richelle graduated from Conestoga College with honors in General Business, as well as completing her Financial Services Underwriting Course and has successfully completed the Registered Deposit Agent Course (RDA).

She lives on a farm outside of Brussels with her husband Ryan and their two children Aleah & Pierce.

 

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Kendra Snyder

Client Services, Financial Consultant

Mutual Fund Representative attached to PEAK Investment Services Inc.

Kendra joined our office in the fall of 2015. She has been in the Financial Services Industry for 16 years and holds her Mutual Fund and Life Insurance Licenses. She currently assists the advisory team as well as meeting with clients.

Kendra grew up in the Brussels area and lives there with her husband Matt and two sons, Seth and Colin. She enjoys spending time with her family and friends.

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Alicia Hunter

Receptionist

Alicia joined our team in the Summer of 2019 and brought with her over 10 years of customer service experience.  After years of working in the automotive industry, she looks forward to embracing her new career at Oak Tree Financial.  Alicia has successfully completed the Registered Deposit Agent Course (RDA).

Alicia and her husband, Curtis, live in Listowel with their daughter, Leena.  In her spare time, Alicia loves travelling with her family and spending time on the golf course.