Oak Trust

Experienced proven advisors

What we do

Exclusive focus on traditional trust services

We provide a full range of classic estate, trust and wealth management services, not prepackaged bundles. The expertise of our Trust Officers allows us to provide solutions that are customized to the needs of each case and at fees that are commensurate with complexity. Should an unusually complex issue arise, they have quick access to the broad experience of our Board of Directors.

We can help in the areas of:

Trustee Services

Estate Settlement Services

Family Office Services

All essential support services – investment record keeping; trading and custody; technology; highly specialized legal, financial, regulatory opinions – are sourced through providers Oak Trust has carefully screened.

Experienced, proven advisors

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. Our Trust Officers are personally involved with and willingly accountable for the successful implementation of every plan that is put in place. We fully understand the limits of our expertise, when to involve specialists and will collaborate closely with other professional advisors to develop an integrated plan.

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 and will not accept any third party fee, benefit or commission for placing business or dealing on behalf of a client.

We are unrelenting in our commitment to provide independent, objective, customized assistance to the individuals and families we serve and open in all dealings with clients and their trusted advisors. In all our duties, we will not allow our interests to conflict with those of our clients.

We are serious about our commitments and have documented them in a Client 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 meeting your needs.

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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