Retirement PlanningTax Planning
Helping Canadians accumulate, preserve, & distribute
wealth on a tax-efficient basis
Here are some of the services we offer:
Clients We Support
What Our Clients Say
I would definitely recommend Jeff for your financial planning. He was friendly, knowledgeable and spoke in terms that anyone can understand. He provided me with various scenarios to help me navigate the future. Thanks Jeff!
Jeffery is a true professional and a great source of sound advice. He's supported me on creating an investment plan and I will continue to use his advice in the future!
Jeff and I do collaborative work with clients and he is always reliable, professional and very knowledgeable. I have no hesitations referring my clients to him if they are in need of insurance, investing or financial planning. Highly recommend.
It was a pleasure working with Jeff and I highly recommend First Oak Financial. He was very knowledgeable and made the process of getting life insurance easy.
Great experience from start to finish. Jeff was very helpful and knowledgeable. Highly recommend!
I recently approached First Oak Financial Inc. for advice around retirement and estate planning, Jeff did not disappoint! I find him to be very engaging, highly knowledgeable, and genuinely committed to the best interest of his clients. I look forward to an ongoing “partnership” and would absolutely encourage anyone in need of guidance, in the often confusing world of finance, to give Jeff a call.
I worked with Jeff last year and had a phenomenal experience. He was professional and has a great depth of knowledge, which is exactly what I was looking for. Highly recommend his services!
Jeff was a pleasure to work with! He was professional, quick to respond and patiently walked me through all my questions. I would highly recommend him for your life insurance and financial planning needs!
I had a privilege of doing business with First Oak Financial to getting Medical Plan Insurance for our employees benefit. Jeff Graham kindly, and generously helped us to set up account, and go though every concerns or questions we had.He is commitment to his clients, and his dedication to provide excellent service and the best financial advice. He has great relationships within the financial industry and throughout the community in order to best meet his clients needs. He is respectful, kind, funny, honest and shows up with the highest integrity at the office and in all aspects of his life. Highly Recommended!
An Unbiased Financial Advisor
Independent
We are not owned or operated by any banks, financial institutions or insurance companies. Simply put: we work for our clients and no one else.
Impartial
We are not influenced or pressured to sell a certain company’s financial products over another. The recommendations we make are solely based on the best fit for the client.
Collaboration
We work closely with your accountant, lawyer and other applicable advisors to ensure cohesion from a tax, legal and planning perspective. If you don’t already have an accountant or lawyer, we will provide you with an introduction to these trusted professionals.
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