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

It wouldn’t be overly dramatic to say the Oakvest Group positively changed our financial lives. We were looking at retiring and literally had investments everywhere. We had taken the “don’t put all of your eggs in one basket” to heart. When our Scotiabank advisor suggested a meeting with Steve Turner at ScotiaMcLeod, we were curious.

Steve and the Oakvest Group completed a personalized Financial Plan that showed us our retirement cash flow, ways to optimize our tax situation and even helped to integrate our insurance and estate planning into a comprehensive plan. We made the decision to consolidate our entire portfolio with the group over five years ago and have never looked back.

Thank you to the entire team. We have complete trust in your ability to manage our financial needs while we focus on enjoying our retirement.

STEVE AND PHYLLIS S.

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