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Contact
NameMaryellen Wooddisse
Telephone519-291-1353
Fax519-291-1371
Websitehttp://www.oaktreefinancial.ca
Emailmew@oaktreefinancial.ca
Location
Address 1406 Wallace Ave. North
CityListowel
Prov/StateOntario
Zip/Postal CodeN4W 1L3
CountryCanada
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Description

 

Oak Tree Financial

 

 

 

MISSION STATEMENT

“We are accountable to our clients as one of the leading financial planning firms in Central Ontario for professional, independent, and personal advice, products and service.”

 

OUR HISTORY

We have operated under the name of OAK TREE FINANCIAL since 2004 but that was not the beginning…

In June 1986 after 11 years in the financial industry, Ron Willis with the help of his wife Donna started a new financial planning business in Listowel called “The Insurance & Investment Centre”.  In the beginning there was just the two of them, however over time the office has grown. moved and grown again.  Now there are four support staff & 13 licensed advisors providing advice to almost 2,900 households.

Since that humble beginning the name has changed as the industry changed, but the commitment to integrity and providing unbiased financial advice and products in an independent environment, has not changed.

 

Services

 

INVESTMENTS

  • Guaranteed Investments
  • Mutual Funds
  • Segregated Funds

 

BANK ACCOUNTS

  • High Interest Savings and Chequing Accounts

 

INSURANCE

  • LIFE
  • Mortgage
  • Disability
  • Critical Illness
  • Long Term Care
  • Group
  • Travel

 

PLANNING

  • Tax
  • Estate
  • Financial
  • Retirement
  • Business Succession

 

 

 

Congratulations to Oak Tree Financial for being nominated in the 2015 Business Excellence Awards.

 

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Current LocationListowel, CA
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