Oakstone Wealth

Oakstone Wealth, located in Burlington, ON, is a financial services firm co-owned by experienced professionals Ray Kalvaitis and Leah Brouwers, both of whom hold the Certified Financial Planner designation. With a dedicated team that includes specialists in operations and client experience, Oakstone Wealth focuses on providing personalized financial solutions to help clients achieve their long-term goals.

The team at Oakstone Wealth is committed to fostering strong relationships with clients, drawing on their extensive industry experience and a client-centered approach. Their diverse interests and backgrounds enrich the firm’s culture, creating a supportive environment that values individuality and continuous growth.

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