Promotional Savings Rate

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

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 are staying home!

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

Government information and links – COVID19

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, …

Social Media Links

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

COVID-19 Update

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 …