MISSION STATEMENT

"We are accountable to our clients as one of the leading financial planning firms in Central Ontario for professional, independent, and personal advice, products and service."

OUR HISTORY

For the past 8 years we have operated under the name of OAK TREE FINANCIAL, but that was not the beginning...

In June 1986 after 11 years in the financial industry, Ron Willis with the help of his wife Donna started a new financial planning business in Listowel called "The Insurance & Investment Centre".  In the beginning there was just the two of them, however over time the office has grown. moved and grown again.  Now there are four support staff & 13 licensed advisors providing advice to almost 2,900 households.

Since that humble beginning 26 years ago the name has changed as the industry changed, but the commitment to integrity and providing unbiased financial advice and products in an independent environment, has not changed.

WHAT MAKES US DIFFERENT?

WE ARE INDEPENDENT: And we mean that in the full sense of the word.  We are not owned in any part by a financial institution that also produces financial products.

WE BELIEVE IN PROFESSIONAL MONEY MANAGEMENT: We do not manage money ourselves.  We work hard to find the best financial money managers/products for our clients from over 100 different financial institutions, be they Banks, Investment Firms, Life Insurance Co's, Trust Companies, Pension Managers, or Credit Unions.  Add to this a team that has over 200 years of combined experience in the financial industry, and you have a winning combination.

WE BELIEVE INTEGRITY IS NOT JUST A WORD, BUT THE ONLY WAY TO DO BUSINESS: We chose carefully eight years ago to associate with a national financial dealer PEAK FINANCIAL GROUP because after much research we felt that their motto "Integrity Above All" was more than a saying.  They walked the talk.  When we work with you to map out your financial future, we will give you an honest answer to all your questions.