Jeff Graham, B.Comm, CFP, CLU
About Us
Ownership
Jeff is the founder and principal of First Oak Financial and has been involved in the financial services industry in various capacities since 2012. He graduated from Thompson Rivers University with a Bachelor of Commerce degree. Jeff holds both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations and is committed to continually expanding his professional expertise. He is licensed by the Insurance Council of BC.
Jeff is involved with various groups & associations, such as FP Canada, Advocis, the Tri-Cities Chamber of Commerce, and is currently a Board member with Community Volunteer Connections. He has also held volunteer roles in the past with Honour House Society, Vancouver Rotaract, and the Port Moody Foundation.
In Jeff’s free time, he enjoys exploring beautiful British Columbia with his wife & children, and is also an avid golfer (albeit, not a very good one). He can be reached at (604) 363-7549 or jeff@firstoakfinancial.ca.
Advanced Case Specialist
John H. Askin, B.Comm, LL.B
John received his Bachelor of Commerce degree from the University of Alberta in 1977 and his Bachelor of Laws degree from Osgoode Hall Law School in 1980. Prior to founding Wealth Strategy Group in 1998, John was a tax lawyer for 15 years in Alberta and British Columbia.
In addition to advising high net worth individuals and families, John’s corporate clients include Sun Life, Equinox Financial Group, TD Evergreen, Maritime Life, Investors Group, The Berkshire Group, Manulife Financial, Scotia McLeod and the Hong Kong Bank. John currently consults with clients and professional advisors throughout North America in the area of wealth protection planning.
Company Background
First Oak Financial Inc. is a full-service, independent financial planning firm based out of Port Moody, BC. We work with individuals, families, and businesses throughout the province, primarily specializing in holistic planning for small business owners and incorporated professionals.
At First Oak, we work closely with our clients to identify needs, objectives and opportunities, subsequently implementing a course of action that checks all the boxes. The end result is financial security & prosperity, both in the immediate future and down the road.
Corporate Values
The Oak tree is symbolic of what First Oak Financial strives to provide for our valued clients: Growth, Stability, and Durability. We pride ourselves on providing sound, impartial financial advice, complete confidentiality and, above all else, putting the needs of the client First.