Oaktree Financial

Oaktree Financial, located in Milverton, Ontario, specializes in a diverse range of financial services, including GICs, mutual funds, tax-free savings accounts, RRSPs, education savings plans, and company health benefits. Established in 1992, the firm is dedicated to providing comprehensive solutions tailored to meet various financial needs, whether clients are just starting their savings journey or have been saving for years. With a focus on collaboration, Oaktree Financial works closely with clients to identify optimal investment vehicles that align with their specific goals, such as saving for unforeseen circumstances, children's education, retirement, or legacy planning. The firm is committed to empowering clients on their financial journey by offering a plethora of investment options designed to propel them toward their financial objectives. Generated from the website

Erb Financial Services Inc. is a seasoned financial advisory firm situated in Wellesley, Ontario, offering tailored financial guidance since 1993. The company provides an extensive range of services including high-interest savings accounts, mortgages, and various insurance products to meet diverse client needs. In addition to traditional banking options like GICs and retirement savings plans, Erb Financial Services focuses on employee benefit plans and health insurance solutions for both individuals and groups. Their commitment to delivering first-class financial advice positions them as a trusted partner in achieving financial wellness. Generated from the website

Libro Credit Union in Stratford, Canada is a community-focused financial institution that offers a range of personal and business banking services, including accounts, loans, mortgages, and credit cards. As a B Corp certified organization, Libro reinvests 100% of its profits back into the community to support the financial resilience and goals of its members. With a commitment to making a positive impact, Libro Credit Union provides expert financial coaching and advice to help individuals and businesses achieve their financial objectives. Whether it's building financial resiliency, supporting local initiatives, or offering exclusive savings programs, Libro is dedicated to empowering its members to thrive and succeed. Generated from their website