Patrick Minor

Financial Advisor
Life Insurance Advisor

patrick@oaktreemilverton.com
(519) 595-3388

Patrick joined the business under the guidance of Jim Leis, the founder of Oak Tree Milverton, who mentored him until his retirement. Aligned with Jim's principles, Patrick has diligently worked to fortify the company, ensuring the core values of a small-town business are maintained by focusing on each client’s situation to tailor their investment portfolio to their specific needs.

After meeting his wife Becky in college, they spent several years in Alberta before returning home where they reside on a small farm outside of Milverton with their two children, and lots of loveable animals.

His unwavering commitment to the community where Oak Tree Milverton thrives is evident through diligent efforts. Engaging in volunteer work, active participation in community events, and spearheading fundraising initiatives. Patrick is the 2025 recipient of the Pillar of the Community Award and is proud to work alongside other dedicated members of the community.

COMMUNITY INVOLVEMENT

  • Member, Milverton Lion’s Club

  • Member, Perth East Public Library Board

  • Member, Milverton Business Association

  • Co-chair, Milverton Twinning Committee

  • Sponsor, Great Lakes Ride

  • Sponsor, Central Perth Girls Hockey

  • Sponsor, Platinum Level for Women’s Initiative Committee

David Szasz

Qualified Associate Financial Planner (QAFP®)

dave@oaktreemilverton.com
(519) 595-3388

David is a financial planner with a background in accounting and a passion for helping people feel confident about their financial future. He has been in the financial planning industry since the fall of 2020, after spending five years as an accountant at a public accounting firm. That experience gave him a solid foundation in financial analysis and client service, which he now brings into every planning conversation.

As a Qualified Associate Financial Planner (QAFP®), David focuses on developing strategies that align with each client’s goals. He follows a philosophy of focused and disciplined investing, helping clients stay on track through market ups and downs by emphasizing long-term thinking and sound financial principles. Whether it’s planning for retirement, managing cash flow, or building a long-term investment portfolio, he aims to make financial planning approachable and easy to understand.

He believes in building strong relationships through trust, transparency, and thoughtful advice. His goal is to help clients make informed decisions and feel empowered every step of the way.

Katie Ropp (Paradis)

Client Support Specialist

katie@oaktreemilverton.com
(519) 595-3388

Katie started at Oak Tree Financial Milverton in May of 2025 and is a client support specialist. She will be your first point of contact when you call or come to the office. Her role consists of preparing and sending paperwork, following up with clients, marketing, and other administrative duties. She has an honours degree from the University of Western Ontario and has 4 years of business communications and marketing experience.

Katie was born and raised in Milverton and now lives in town with her husband Kurtis. She believes in the benefit of a small-town community and the values that come along with it. She will always be happy to assist you with any inquiries and believes in a client focused business model.

““In my view, investing is actively working towards things we would like to see happen, whether that’s providing for our children’s education, retiring comfortably, taking care of our parents, or making sure there is something to pass to future generations.””
— Jim Leis, Founder, Oak Tree Milverton

Patrick Minor is a financial advisor attached to PEAK Investment Services Inc. PEAK Investment Services Inc. is a mutual fund dealer that is registered with the Autorité de marchés financiers du Québec and the Mutual Fund Dealers Association of Canada. PEAK Investment Services Inc.’s activities involve investment products, such as mutual funds and exchange-traded funds. The MFDA Investor Protection Corporation protects clients of PEAK Investment Services Inc. who are under its jurisdiction against the loss of property held in client accounts due to the firm's insolvency. Please see http://mfda.ca/mfda-investor-protection-corporation/ for more details.