Names and images changed to respect client privacy – references available upon request.

It feels refreshing to work with an investment advisory group who are actual portfolio managers and not just sales people. My past financial advisors have either been order takers or spend their time selling me something instead of providing financial strategies.

Working with Steve and Reg, I get actual discretionary portfolio management and a team of professionals that have the designations and experience to manage my investments.

As a busy business owner, I need the reassurance that my investment advisors and accountant can work together to make sure everything runs smoothly. Oakvest Group ensures I have peace of mind and can focus on everything else life throws my way.

FELIX J.

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