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Seven Oak Wealth
We are a private wealth firm based out of Medicine Hat, Alberta that offers exclusive investment and risk management solutions to Design, Build and Secure your wealth.
Seven Oak Wealth was birthed in early 2015 from the discovery of more opportunity for clients than what is currently being mandated through large corporate financial firms. Being an independent firm, we are not institutionally restricted nor subject to a top-down corporate agenda. We have incredible support and access to an extensive shelf of financial service offerings and have the freedom to select the solutions that work best for our clients.
Comprehensive financial plan design.
Financial Planning - Industry leading methods and software to design your personal strategy.
Retirement Planning - Goal focused saving strategies to give you peace of mind.
Estate Planning - Leave behind a legacy through charitable giving, corporate estate transfer and tax strategies.
Tax Planning - Take advantage of tax efficient investments through business structure and income strategies.
Intelligently structured investment portfolios.
Investment Strategies - Strategies and portfolio design gleaned from industry leading experts. Different strengths lie with different investment firms and their portfolio managers; we pro-actively and continually test the structural integrity of your portfolio to keep pace with changes in the economic landscape.
Group Retirement Plans - Comprehensive yet flexible plans to attract and retain quality employees that ultimately determine the success of your business.
Investments brokered through Portfolio Strategies Corporation.
Wealth protection through risk management solutions.
Shareholder Security Plans - We specialize in reviewing and advising on Buy/Sell Agreements along with Unanimous Shareholder Agreements. This ensures that each individual shareholder's wishes are realized and properly funded in case of unforeseen events.
Group Benefits - Group benefits to protect employees from unforeseen health needs and assist in the retention of quality staff.
Living Benefits - Living benefits including disability, critical illness and long term care coverage to protect your lifestyle.
Tyler brings to the team, a wealth of financial planning experience and success. Born and raised in the prairies, Tyler began working in a family enterprise business at the age of 12. After years in the construction industry Tyler moved to Medicine Hat in 2005 where he attended and graduated with honors from Medicine Hat College with an education in business and finance. Tyler found himself in the financial services industry shortly after college. His success in the industry has been recognized by earning President’s Circle status in consecutive years and is a result of the diligent work he and his clients have done together. Tyler and his wife, Melissa are the proud parents of 2 children and love calling Medicine Hat ‘Home’.
Tyler Davidson is registered with Portfolio Strategies Corporation.
Sonja brings to the team, a wealth of customer service and administration experience. Sonja grew up in Yorkton, Saskatchewan and moved to Winnipeg, Manitoba to attend the University of Winnipeg to study Statistics. During that time she met her future husband Brad and soon after they relocated to Medicine Hat. Sonja’s professional career began at Perkins Restaurant where her dedication and natural customer service abilities led to her solidified position as Guest Service Manager. In 2013, she became the Executive Assistant to Tyler Davidson, where her experience made an instant impact to the administration and customer service pillars of the business. Sonja has contributed greatly to the launch of Seven Oak Wealth and will continue to our offer unprecedented customer service to our clients. Sonja and Brad are proud parents to 1 son who is very active in the sports community.
Let us answer any questions you have with an initial consultation, with no further obligation from you. Fill out the form below and we will get in touch with you to set up a meet.