Finance & Insurance

9 Main Street North, Milverton, Perth East

Locally owned and operated since 2005. We’ve got roots in Perth County.

Headquartered in Listowel, Oak Tree Financial has been a pillar of the community for over 15 years. Our Milverton office has been fiercely invested in the community and surrounding area since we opened our doors in 2005.

We specialize in GIC, Mutual Funds, Tax Free Saving Accounts, RRSP, Education Savings Plans, Company Health Benefits, Company RRSP Contribution Plans, Insurance… and more!

Whether you want to start saving or have been saving for years, there are lots of investment options to fit your goals. If it’s saving for a rainy day, your children’s education, retirement or legacy planning, we will work with you to find the best investment vehicle to get you where you want to go.

Our Hours Are Your Hours.
If your schedule is a barrier to getting started, or asking the important questions, give us a call and we can visit with you, when it works for you.

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.

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