Specializing in a diverse range of financial services, including GICs, Mutual Funds*, Tax-Free Saving Accounts, RRSPs, Education Savings Plans, Company Health Benefits, and Company RRSP Contribution Plans, we offer comprehensive solutions to meet various financial needs.
Whether you are embarking on your savings journey or have been diligently saving for years, we provide a plethora of investment options tailored to your specific goals. Whether you are saving for unforeseen circumstances, your children's education, retirement, or engaging in legacy planning, we collaborate closely with you to identify the optimal investment vehicle that aligns with your aspirations and propels you toward your financial objectives.
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*Mutual funds are provided through PEAK Investment Services Inc. All other products and services are provided through Oak Tree Financial Milverton. For more information please contact us.
Established in 1992, PEAK Investment Services Inc., Canada’s premiere independent financial group, is a network representing more than 600 independent financial Advisors attentive to the needs of over 100,000 Canadian investors, from coast to coast. www.peakgroup.com