Check out this great promotional rate of 2.6% on a new Savings Account from Manulife Bank. Click here for more details and to complete an online application. As always, email service@oaktreefinancial.ca if you have any questions.
Happy Birthday to Oak Tree client services team member Alicia Hunter. While we can’t celebrate together, I did get the chance to surprise her for her birthday. See our Facebook post for more details.
We love to meet in person but due to the COVID-19 challenge we are working from our home offices. Your advisor is still available by phone, email or a video meeting (it’s easier than you think). ____________________________________________________________________________ #oaktreefinancial #oaktreelistowel #peakinvestments #stayhome #financial planning #listowelontario
Due to the Covid-19 pandemic and its effect on our lives and the economy, the Canadian government has created a plan to help individuals and businesses get through the economic repercussions. There are a number of changes to existing programs and some new programs coming into effect. These include support for individuals and families such as increased Canada Child Benefit, …
We have finally joined the 21st Century and have Facebook, Instagram, Twitter and LinkedIn profiles.Please follow and like us on:Facebook Instagram Twitter LinkedIn
In response to the COVID-19 outbreak and for the safety of our clients, staff and families, we are closing our office to the public. However, we will continue to ensure all of your questions and/or concerns are answered in a timely manner via email and/or phone. We appreciate your patience as we transition to this new reality of providing advice …