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RowanOak Private Wealth Counsel
Uncompromising
Standards
Who We Are

Personalized Solutions and a Steadfast Attention to Detail

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.

Our Services

Highly Personalized and Unique to Your Needs

Wealth
Management
Financial
Lifestyle Planning
Tax
Strategies
Cash-Flow
Optimization
Goal Specific
Investment Philosophy
Goals-Based
Reporting
Making Your Dreams
a Reality

Understanding and Achieving Your Goals

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.

The RowanOak Team

Providing Financial Comfort to Individuals and Families.

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Paul Rowan

Chief Executive Officer

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Nikala Radley-Smith, CIM

Director, Client Services

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Scott Eicher

Portfolio Manager

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Tracy Rowan

Operations Manager

Success Stories

What Our Clients are Saying

Connect with Us

Reach out using the information below, or send us a message using the contact form.

Address: 700 Kerr St, Suite 210, Oakville, Ontario L6K 3W5
Office Hours: Monday – Friday • 9:00am – 5:00pm or by appointment

Phone: 905-849-1099
Toll-Free: 877-649-1099
Email: info@rowanoakwealth.com

© 2021 Quintessence Wealth.
All rights reserved.