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, and the Tri-Cities Chamber of Commerce. 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 B.C. with his family and is also an avid golfer. He can be reached at (604) 363-7549 or jeff@firstoakfinancial.ca.
Advanced Case Specialists
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.
Scott Grant, CLU, QAFP, EPC
Scott graduated from BCIT in Business in 1988 and has also completed courses for the Certified Financial Planners designation, Elder Planning Counselor, Mutual Fund licensing and Life License Qualification. He has been practicing since 1995 working with families, business owners and professionals. He is a Life and Qualifying member of the Million Dollar Round Table with 20 years of membership. He is a member in good standing with Advocis, Independent Broker of Canada and Deposit Brokers Association of Canada.
Company Background
First Oak Financial Inc. is a full-service financial planning firm based out of Port Moody, BC, serving clients throughout the province. We provide holistic financial planning services for individuals, families, and businesses. We are a team of insurance, investment, retirement and estate planning specialists. As independent brokers, we have access to the top financial products in the marketplace.
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.
