The Next Chapter Starts Sooner than You Think.
Life does not slow down and neither do the financial decisions that shape your future. Many people wonder if they are saving enough, worry about taxes, or question how their savings will turn into steady income when retirement arrives. Others are juggling careers, businesses, and family responsibilities with little time to create a plan they feel confident in.
Confidence in retirement, starts with clarity today.
At Oak Tree Financial, we take the time to understand your goals and values. With advice grounded in experience and guided by integrity, we help you protect what matters most, adapt to life’s changes, and enjoy the life you have worked hard to build now and in the years ahead.
Real People. Real Results.
See why families, professionals and business owners choose Oak Tree Financial.
Strong, Steady, Lasting
Planning that works for you.
Grow with Purpose
Investments
Your goals are unique, and so is our approach. We take the time to understand your situation and research the right options with no ties to product providers. Our commitment is to your best interests, helping you plan with confidence.
Protect what Matters
Insurance
Life can change quickly. The right coverage protects your income, your family, and your peace of mind. We help you prepare for the unexpected so you can focus on living fully, knowing you are protected if life takes an unplanned turn.
Keep more, stress less.
Tax Preparation
Every financial decision has a tax impact. We integrate tax planning into your strategy so your plan is efficient and effective, helping you keep more of what you earn and ensuring your long-term goals stay on track.
Meet the People Behind Your Plan
Great advice starts with real relationships.
We listen, guide, and help you make confident decisions that fit your life and goals.
Your Next Chapter Starts Here.
A strong retirement doesn’t happen by chance. Now is the time to align your investments, protection, and goals with a plan you can rely on.
Connect with Us
Phone:
519 291-1353
800 291-1353
Fax:
519 291-1371
Address:
406 Wallace Avenue North
Listowel, ON N4W 1L3
Hours:
Monday - Friday
8:30am - 5:00PM
Evenings by Appointment