Private Wealth Counsel
Individual and Family Wealth Management
Over the last 20 years, RowanOak Private Wealth Counsel has gained the reputation of an industry-leading innovator for its approach to wealth management. Considered a pioneer in providing the highest standards of proactive advice and planning, the RowanOak team places the interests of its clients first in all aspects of the practice.
As an independent wealth manager providing Canadians with objective and transparent wealth advice, RowanOak Private Wealth Counsel adheres to the legal and ethical standards of fiduciary duty. Our team of professionals provide our clients and their families with peace of mind, continuity, and the high level of expertise they expect while building and preserving their family wealth.
A Comprehensive Approach
Financial Lifestyle Planning
The Path to Success
Cash flow Optimization
Goal Specific Investment Philosophy
The Final Piece of the Puzzle
Goals Based Reporting
Achieving Your Milestones
If you feel financial lifestyle planning, tax strategies, wealth preservation, cash flow optimization, goals based reporting, a dedicated wealth manager and a collaborative team approach are important please contact us to obtain more information or to arrange a conversation.
Making Your Dreams
We take a long term view towards wealth management and this is reflected in our approach from planning through to execution. We begin with understanding you and your financial goals in the near term and the years ahead. We create a wealth management plan that embraces your ideal lifestyle and provides you comfort in knowing your interests are being looked after.
Each time we meet we will review your goals and update aspects of your plan as necessary ensuring you are always on track.
Get to Know
RowanOak Private Wealth Counsel is a team of like minded professionals utilizing traditional and non-traditional
planning strategies to provide financial comfort to individuals and families.
What Our Clients
You did all the things you said you would do when you offered to look at my file, give me clear and transparent advice. You showed me hidden fees I was paying (when I was told there was none) and exposed the mutual fund industry with statistics I had never seen before. That was very empowering and I liked the fact you took the time to educate me so that I could make informed decisions with such information.
Instead of continuing on our unknown path, we had decided to set up a meeting with your group. We are pleased with your conservative disciplined philosophy, which provided a cash flow into our portfolio. We are pleased with the amount of planning that was done before any decisions were made. Your group completely dissected our finances to ensure you invested our assets properly.
After meeting with your team and reviewing the comprehensive tax, cash flow, and investment plans we decided to begin our relationship with you. Since then we have enjoyed consistent communication with your group, including annual tax advice. We also look forward to our reviews with you...
700 Kerr St, Suite 210
Oakville, Ontario L6K 3W5
Monday – Friday
9:00am – 5:00pm or by appointment