Client Success Stories – Dave & Karen Client Facts Client Information: Dave (age 68), Karen (age 67) Client Needs/Wants: Minimize taxes at death and transfer…
First Oak Financial is a full-service financial planning firm, committed to providing financial security and prosperity to Canadian individuals, families and businesses in Port Moody, BC & throughout Greater Vancouver.
Here are some of the services we offer:
“Insurance was never something I had thought much about, but I was referred to Jeff and First Oak from a family member. Jeff explained to me the various concepts in a way that made it extremely easy to understand. We worked within my budget to set some things up that have me feeling secure for today and in the future.”
“Jeff and his team at First Oak Financial were extremely helpful in detailing the benefits of various life insurance policies. They were very knowledgeable, professional, punctual and patient, which made the process far easier for me. I would highly recommend First Oak for anyone looking for various insurance and financial services.“
“I’ve dealt with First Oak for around 3 years now. Starting a small business didn’t leave me a lot of time for insurance, incorporation documents, etc. Jeff is always accommodating and makes sure that I feel like his priority client at all times.“
“Jeff is knowledgeable, thorough, and takes great care of his clients. I would highly recommend him for group benefits and personal health spending accounts. He helps business owners keep money in their pockets!”
“I met with Jeff a few times to get information on estate planning. Jeff was extremely easy to talk to. He put forth some excellent estate planning recommendations for me and my husband that we were happy to go through with. I have since recommended First Oak Financial to some of my friends.”
“As a business owner with no group benefits, I knew I was exposed to all sorts of risks. I had done no tax planning and had no insurance, for me or my workers. Jeff & his team implemented various insurance and planning measures to protect myself, my family, my business and my employees. I would highly recommend using First Oak Financial.”
Unbiased Financial Advice
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.
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.