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The Oaktree Way


To us, integrity means trying to do what’s right for you, not what’s best for us. The success of your business and well-being of your family are of great importance and demand respect. Our goal is to maintain the highest levels of integrity, respect, and privacy in all our dealings with you and your family.

Solution Driven

We are solution not product driven. We have access to a wide variety of insurance and financial products and can source the best product as required. Our goal is to provide you with a comprehensive solution to allow you to meet your needs and achieve your goals. This is our starting point with every client.

Tax Efficient

Paying tax is one of the few certainties in life. Effective tax planning means working within the applicable rules to allow you to defer or reduce the amount of taxes payable, and finding the most cost efficient way to pay those taxes when due. Insurance is one of the most effective tools available today and an important part of the wealth and estate planning process.


At Oaktree we understand that the best solution is a complete one – which means working with your other professional advisors to coordinate all your advice and planning. This ensures that all planning recommendations work in synergy with one another, so that you will receive a truly comprehensive solution based on your unique needs and goals.

Call 1-780-278-7710