Oak Trust

Experienced proven advisors

Family Office Services

Simplifying and supporting your financial decisions

Family Office is a term meant to describe a flexible and readily customized selection of financial, administrative and personal support services. It is designed to be responsive to the needs of individuals, families, business owners, and or professionals requiring assistance with:

Experienced, proven advisors

Every Oak Trust client relationship is built on a foundation of clear understanding. We help define your financial goals, create plans to achieve them, monitor their progress along on the way, and report to you on a schedule you determine.

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 Wealth Management Services. They are personally involved with and willingly accountable for the successful implementation of every plan that is put in place. Should an unusually complex issue arise, they have quick access to the broad experience of our Board of Directors.

Collaboration with other trusted 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. We respect and value the role of other professionals on the client advisory team. We understand our areas of expertise and how to collaborate with specialists in the accounting, legal and investment communities.

A unique client-centred environment

We are proud of the personal approach we bring to every relationship. Our Trust Officers are dedicated professionals, steeped in the trust industry and well able to assess the complexity of a situation and advise appropriate solutions. Our years of experience are combined with contemporary technology to create a unique client-centred environment. Plans and investment opportunities are presented only after careful screening and informed negotiation in order to ensure a custom fit and preferred pricing.

It all begins with a clear understanding of your objectives and a willingness to have our work measured against your expectations.

Customized Family Office Services

Oak Trust's value is not based on prepackaged plans. We provide fully customized solutions at fees commensurate with the magnitude and complexity of each case and can help in all aspects of carrying out your financial plans, including:

When the time is right, assistance with your plans to transfer wealth to emerging generations of your family may involve creating trusts, educating family members in financial matters, facilitating communications among family members, and even administering the estate.

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. 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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