At SevenOak Private Wealth, we’re committed to combining the wisdom of tradition with the intelligence of innovation. Our team — a group of diverse financial professionals united by the common desire to make financial success simpler, more effective, and more sustainable — will help you to design the life you most want to lead. Skilled in the areas of risk management, financial planning, business consulting, taxation, and life insurance, and having all worked for large financial institutions and public accounting firms, we’re prepared to do for you what we’ve done for countless Canadians and their families: build and sustain wealth. Drawing from our past experiences, inspired by your vision for the future, we’ll work together to develop a personalized plan that enables you to accomplish your goals systematically and that allows you to live unreasonably.
While this happens, and as your wealth grows, we’ll walk you through the three stages of success: from rapid growth, to the height of your earning potential, to the moment when it becomes time to solidify your financial legacy. A boutique, Medicine Hat-based team with aspirations to become one of Canada’s leading investment firms, we create and manage portfolios that are tailored to your unique circumstances, needs, and goals. In short, we help our clients to write their own stories.
FIVE STAR
CUSTOMER RATING
Tyler is a very knowledgeable, professional and caring person. He is is always very willing to share his professional advice on anything we ask and need help with. We very much depend and trust Tyler with all our investments over the years. So happy our son suggested Tyler to us. Thank you Tyler. God Bless.
Mike and Tyler go above and beyond when it comes to looking after their clients. They listen and take a holistic approach that involves all aspects of your financial life.
Trust me… you need to connect with Seven Oak!
Am exceptionally happy with the way my Investments are being handled with Tyler and his Firm after years of investing. I would highly recommend his obvious expertise and experience in this day and age.
Experienced trustworthy professionals who take a holistic view of your finances.
Tyler is genuine, respectful and a well spoken professional.