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 portfolio management, 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.
Here are ours...
experienced financial planning professional, Tyler brings a wealth of
knowledge and a history of success to our team. Born and raised in the
prairies, he began working in a family business at the age of twelve. In
2005, after twelve years in the construction industry, Tyler moved to
Medicine Hat to study business and finance. He graduated from Medicine
Hat College with honours and
quickly settled into a successful career in the financial services
industry. Tyler enjoys spending time with his wife Melissa, playing with
his three children, and is happy to call Medicine Hat home. He's
also a member of the local tennis club and is actively involved with
his church, where he takes part in charitable work designed to support
struggling local families. At the office, Tyler takes a particular
interest in risk management and draws his professional inspiration from
the desire to help our clients achieve their goals.
An accomplished discretionary portfolio manager, Jason has managed large sums of money for business owners and high-net-worth families through two market corrections and for almost twenty years. Jason is passionate about personal finance and takes pride in creating risk-adjusted, pension-style portfolios for his clients. After honing his talents for eleven years in a large financial institution -- where he managed the wealth of over five hundred families concurrently -- Jason decided that it was time to go independent: to ignore the noise and stick to the strategies that have worked for generations, to free himself from the limiting influence of large-scale institutions, and to tailor portfolios to the unique needs of those he serves. Jason enjoys spending time with his wife Leah and their three children, playing tennis, golfing at the local courses, and helping individuals to implement sound financial strategies designed to build and secure wealth.
An experienced chartered accountant specializing in owner-managed businesses, Mike has worked in top-tier firms from Toronto to the Cayman Islands. Throughout the course of this 25-year career, Mike remained on the front lines of financial change and developed an uncommon appreciation for the nuances of personal finance. Mike's path to professional excellence began in Edmonton, where he graduated from the University of Alberta with two degrees -- Accounting and Economics -- and enjoyed an illustrious career as the middle linebacker for the university's football team. Go Golden Bears! Now, back in his hometown of Medicine Hat, Mike spends his time coaching football at Hat High, enjoying life with his wife Sabrina and their three children, and harnessing the power of compound interest to help Hatters succeed. In particular, Mike helps individuals to unlock and implement the wealth-generating power of life insurance, and empowers them to design their lives!
The SevenOak Process
It all begins
with a conversation. We'll sit down with you to discuss your current
financial situation, your goals, and the various ways that we can help
you achieve those goals. Then, with a solid vision for your ideal future
in mind, the SevenOak Team will begin the process of collaboration.
Drawing insights from our diverse backgrounds and areas of expertise,
combining time-honoured wisdom with cutting-edge investment strategies,
we'll craft a personalized financial plan for you and your family.
Once we're confident in the portfolio we've assembled for you, we'll explain, in detail, the strategies we've selected and the thought-processes behind them. That's because building wealth isn't enough.
Your confidence in our team and understanding of your full financial picture is vital to the success of the work we do together.
With a solid plan then in place, it's time for you to start living the life you've designed. As you do, we'll keep our expert ears to the ground -- continuously updating your portfolio to best suit market conditions, your goals, and the stage of success that you're in.
Ready to get Started?
Ready to get started? Reach out today and we'll get to work on a plan that includes:
- A disciplined, personalized investment solution handcrafted by our in-house portfolio management team.
- An advanced retirement & tax plan that integrates an effective corporate structure created by our in-house tax professionals.
- A properly designed, holistic risk management program brokered and implemented by our in-house insurance specialists.
- An inter-generational wealth plan to secure and advance your legacy.