Oak Tree Financial / Peak Investment Services
Oak Tree Financial offers financial and insurance solutions for both personal and business needs. As a broker, we have can source from across Canada to find the best solution that can be catered to your unique goals. We offer a wide range of investments for the long and short term, every day banking, insurance, GIC’s and mutual funds. For business owners we offer group benefits, and contribution programs that be easily customized to offer your employers added benefits, while keeping a close eye on your budget. No two plans are the same, so stop in for a coffee and we would be happy to answer any questions and help to guide a plan for your goals.