Oak Trust

Experienced proven advisors

Who we are

A traditional trust company

Oak Trust is a Canadian owned, federally chartered trust company founded in 2004. We are completely independent from ties and obligations to other financial institutions and focused on traditional trust services.

Our aim is to build long term relationships based on personal service that exceeds expectations, objective advice tailored to individual circumstances and proven expertise in Estate Settlement, Trust Administration and Wealth Management Services.

Always on your side

We do not take deposits or lend money. Our Trust Officers do not 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.

Dedicated to service excellence

Our Oak Trust team is a carefully assembled mix of relevant experience gained in all aspects of financial services. We work collaboratively and build upon each other's strengths to provide our clients with solutions that work and personalized service that consistently exceeds expectations.

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 assisting you.

367 Queens Avenue
London, Ontario N6B 1X5

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

This document is copyright © 2019 Oak Trust. All rights reserved. Privacy policy | Resolving your concerns | Foreign Account Tax Compliance Act