Oak Trust

Experienced proven advisors

How we work

Simplifying the complex

The art of our business is to simplify the complex, to know where risk may be hidden and to help our clients accomplish their goals. In all our duties, we will not allow our interests to conflict with those of our clients.

Experienced, proven advisors

Our Trust Officers have a refreshing combination of talent, professionalism and dedication to fiduciary duties. They invest every client relationship with outstanding depth and breadth of experience in Estate Settlement, Trust Administration and Wealth Management Services. They are personally involved with and willingly accountable for the successful implementation of every plan that is put in place.

Always on your side

We are an independent, federally chartered trust company focused on traditional trust services. We do not take deposits, lend money or engage in the cross-selling of financial products. We will not accept any third party fee, benefit or commission for placing business or dealing on behalf of a client. Clients can count on us to always act in their best interests with a clear, unrestricted vision.

A custom fit and preferred pricing

Bundled packages of services are not always the most effective or even most economical solution. Our Trust Officers are dedicated professionals, steeped in the trust industry. They are well able to assess the complexity of a situation and advise appropriate solutions. Should an unusually complex issue arise, they have quick access to the broad experience of our Board of Directors. Plans and investment opportunities are presented only after careful screening and informed negotiation in order to ensure a custom fit and preferred pricing.

Collaborative working relationship with other trusted advisors

We fully understand the limits of our expertise and we respect and value the expertise of other professionals on the client's advisory team. When broader issues arise, our Trust Officers collaborate with professionals in the accounting, legal and investment communities to integrate solutions into a client's plan. We are committed to the team approach and have set out our principles in an Advisor Bill of Rights that we invite you to view.

We welcome the opportunity to discuss in detail and strict confidence the role Oak Trust could take in assisting you.

367 Queens Avenue
London, Ontario N6B 1X5

Tel: 519-433-6629
Fax: 519-433-6652
Toll-Free: 1-866-973-6631

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