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
Client Best-Interest Advice
When we talk about client best-interest advice, we are talking about our commitment to you. READ MORE
Global Investment Strategy
Having a global, diversified investment strategy is a major indicator of best interest financial advice. READ MORE
Cost Reduction
As soon as you shift to a best-interest approach, the focus changes from industry READ MORE
Risk Discipline
Having risk discipline doesn’t mean eliminating all risk from your investments. It means setting appropriate, READ MORE