Working with our clients, Oakvest Group’s team of investment professionals develop, execute and monitor a diversified investment portfolio designed to effectively manage risk and guide our clients to achieve their unique financial goals.

Our clients and Oakvest Group benefit from the resources of the strong and stable Bank of Nova Scotia.

Through a technical and fundamental approach to investment management strategy, we identify trends and tailor investment decisions to meet individual needs. In our experience, the success of an investment plan is hinged on the strategies for managing risk.

Our carefully structured investment process manages risk, reduces investor emotion, and navigates toward expected risk-adjusted returns.

Learn more about Scotia Wealth Management – Investment Management

Interested in taking the next step? Meet with an advisor