Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Oakville branch teams.

Ayaz Private Wealth Management Group 

Phone Number905-845-4669 | Email me | Visit Website

Brad Oliver Wealth Management 

Phone Number905-469-7070 | Email me | Visit Website

Catalano Wealth Management 

Phone Number1-800-567-5615 | Email me | Visit Website

Christos Loulousis, CFP®

Investment & Wealth Advisor

Phone Number905-257-0510 | Email me | Visit Website

Devon Andrighetti, CIM

Investment & Wealth Advisor

Phone Number905-845-6947 | Email me | Visit Website

Ellis Wealth Management Group 

Phone Number905-469-7072 | Email me | Visit Website

Eric Horning, PFP

Investment Advisor

Phone Number365-228-6509 | Email me | Visit Website

Fenske Wealth Management Group 

Phone Number905-469-7060 | Email me | Visit Website

Fisher Private Wealth Management 

Phone Number905-469-7076 | Email me | Visit Website

Jessica Yu， 余宜雅, CFP

Investment Advisor

Phone Number905-842-1183 | Email me | Visit Website

Lahey Wealth Management 

Phone Number905-469-7090 | Visit Website

Lakeshore Advisory Group 

Phone Number905-469-7010 | Email me | Visit Website

Lauren Ryan, CIM, PFP, FCSI

Wealth Advisor & Financial Planner

Phone Number905-845-9436 | Email me | Visit Website

Madill Private Wealth Management 

Email me | Visit Website

Mark Grimme

Senior Portfolio Manager & Investment Advisor

Phone Number905-469-7066 | Email me | Visit Website

Mark Bowyer Wealth Management 

Email me | Visit Website

McAmmond Wealth Management 

Phone Number905-469-7008 | Email me | Visit Website

McDowell Team 

Phone Number905-469-7020 | Email me | Visit Website

Michael Horning

Investment Advisor

Phone Number905-815-8162 | Email me | Visit Website

Michael Capobianco

Investment Advisor

Phone Number905-469-7053 | Email me | Visit Website

Morrison Wealth Management 

Phone Number905-815-8518 | Email me | Visit Website

Najia Crawford

Investment Advisor

Phone Number905-469-7098 | Email me | Visit Website

Philip De Souza, B.Comm., PFP

Senior Portfolio Manager & Investment Advisor

Phone Number905-815-8430 | Email me | Visit Website

Robert Clarke, CFP

Investment & Wealth Advisor

Phone Number905-469-2670 | Email me | Visit Website

Sheridan Wealth Management Group 

Email me | Visit Website

The Allington Wealth Management Group 

Email me | Visit Website

The Bogle Private Wealth Group 

Phone Number905-845-7288 | Email me | Visit Website

The Fahey Private Wealth Group 

Phone Number905-845-4284 | Email me | Visit Website

The Goddard Private Client Group 

Email me | Visit Website

The McCartney Group 

Phone Number905-845-9572 | Email me | Visit Website

The Yun Private Client Group 

Phone Number905-845-9244 | Email me | Visit Website

Tien Le Wealth Management 

Phone Number905-469-1685 | Email me | Visit Website

Wanning Bunny Li, CFP, PFP

Investment Advisor & Financial Planner

Phone Number416-822-4213 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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