• Global Investment Strategy

Harnessing the wisdom of crowds is an important step in information gathering. John analyzes that date in a way that makes sense in making financial decisions with you and your family. #FinancialPlanning #PortfolioManagement

John often attends @rotmanschool speaker series and other academic events. Here is John basking in John Mulgan's talk on collective intelligence and crowdsourcing #bigmind

Meet branch managers Karen and John, pictured here enjoying a Monday morning meeting #coffee #brainstorm

Hello Twitter! Follow us to see what John Sweeney is up to on his quest for continued learning in the Financial Services Industry. #financialservices

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Our Commitment

Every dollar matters

You work so hard to juggle your business and family commitments. It’s easy to forget that you need to make sure your money is working just as hard for you.

At Oakhaven Financial Group of Assante Financial Management Ltd., we are never distracted from that truth.

We can help you make smart financial decisions that are tailored to your specific retirement, business transition and family legacy needs. Since 2006, our clients have confidently invested with us. In that time, they have:

  • Enjoyed client best-interest financial advice
  • Benefited from our globally-focused investment advice
  • Saved money by reducing their investment costs
  • Known their financial advisory fees

To us, every dollar matters because every dollar invested wisely has an opportunity to build your long-term investment growth – and your financial stability.

 

Our Approach