Considering the continued low rate of COVID-19 in our region we have made the decision to begin booking in-person appointments at the office on a limited basis starting October 27th. In accordance with the public health recommendations our first choice is to continue meeting with you remotely if possible, however we understand that some people prefer meeting face-to-face. We would …
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.
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
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