Our competitive advantage in wealth management is based on the depth of education and experience of our group. Our clients receive comprehensive wealth management guidance that includes goal planning, personalized portfolio construction, pension-style asset management and ongoing review.

We handle our client’s financial affairs with concern, care and consideration allowing them to enjoy their lives without worry. Our group is committed to our clients, community and each other. We are a vibrant complement of professionals who stay abreast of leading trends in financial, estate, tax and insurance issues and assess for suitability within the distinct needs of our clients.

Oakvest Group Core Values

1

We are passionate about our clients and their families. Our advisory service starts with a personal conversation to identify your goals to successfully construct and guide your portfolio.

2

We are disciplined in our approach in providing transparent advisory services.

With the strength and stability of a large financial institution and the ability to offer a breadth of products and services that fit your needs, our commitment is to provide you with a valuable source of investment strategies.

3

We pride ourselves on our knowledge and experience in wealth management. Our distinguished group is always listening, learning, innovating and finding new ways to best service our clients’ needs.

Oakvest Group is a dynamic client-centred investment collaboration providing superior risk-adjusted return profiles. We continuously monitor contingences, study analytics and generate portfolio alterations to protect your investments.

Our Concierge-Styled Client Services

<  Direct and live telephone access during business hours – no voicemail.
<  Prompt email response
<  Regular website communications via client log-in
<  Online access to your portfolio via Scotia Wealth Management secure site
<  Monthly hard copy or emailed market commentary
<  Quarterly conference calls
<  Original content data from Scotia Wealth Management
<  Comfortable and responsive meeting arrangements

Learn more about Our DNA at Scotia Wealth Management

Get to know our team. Learn more