SevenOak Private Wealth is an advisory firm that provides bespoke financial planning and investment management services to a clientele of high-net-worth individuals, families, trusts, and business owners. The firm operates on an independent basis, meaning its advice is not restricted to a limited set of products or providers. Its core mission is to help clients protect and grow their wealth through comprehensive strategies covering investment management, retirement planning, estate planning, and tax optimisation. The company prides itself on building long-term, client-centric relationships.

Founded in

Canada