Oaktree Financial

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9 Main St N
Perth East, ON N0K
+1 (519) 595-3388
https://oaktreemilverton.com

Oaktree Financial, located in Milverton, Ontario, specializes in a diverse range of financial services, including GICs, mutual funds, tax-free savings accounts, RRSPs, education savings plans, and company health benefits. Established in 1992, the firm is dedicated to providing comprehensive solutions tailored to meet various financial needs, whether clients are just starting their savings journey or have been saving for years.

With a focus on collaboration, Oaktree Financial works closely with clients to identify optimal investment vehicles that align with their specific goals, such as saving for unforeseen circumstances, children's education, retirement, or legacy planning. The firm is committed to empowering clients on their financial journey by offering a plethora of investment options designed to propel them toward their financial objectives.

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Eric Nicholls - TD Financial Planner

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From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
Canada›Ontario›Perth East›Oaktree Financial

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