More About our Disciplined Approach

Client Centred Strategies – Over 100 years of group experience in the wealth management industry.

Diligently guiding our clients and their families toward their lifestyle goals while ensuring their financial future with our knowledgeable and tailored wealth management strategies and products.

Personal Wealth Navigation

Learn More

Diversified Investment Management

Learn More

Trust and Estate Planning

Learn More

Attentive Private Banking

Learn More

Oakvest Group - full group at conference table

Oakvest Group clients enjoy a comfortable boutique and bespoke approach to investing that comes with the support and stability of Scotia Wealth Management. Although backed by Scotia Bank, we maintain the freedom to offer all financial solutions to our clients. Our group of accredited investment professionals provide you with the value of expert and tailored guidance with customized strategies to fit your financial and lifestyle goals.

Serving families locally and abroad, the Oakvest Group partners you with our complement of portfolio managers, traders and support staff to bring you investment, private banking, tax, insurance, estate and financial planning with a transparent and accountable cost structure. We’re a Total Wealth Management Partnership delivering the highest quality strategies and services.

Client Stories

Every client experience is unique but their satisfaction is standard.

Read Oakvest Group clients’ stories

Entrust your Future to Oakvest Group

Dedicated to protecting and growing your wealth, our group of professionals complement 100+ years of group industry experience with CFA, CIM, CFP, and MBA accreditations. Each team member’s distinct specialties are leveraged to provide a complete range of financial strategies and unparalleled service.

Learn more about our Group
Know Your Advisor IIROC logo IIROC logo CIPF logo

Success starts with a disciplined approach. Learn more