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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

Oakstone Wealth

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Canada
Burlington, ON
Oakstone Wealth

Wealth Management / Financial Planning / Retirement Planning / Tax Strategies

06/05/2024

Bank of Canada reduces its policy rate by 25 basis points!

05/14/2024

Putting our green thumbs to the test today! Porch Planter Workshop at with the Oakstone team 🌱🌸🪴

04/12/2024

The Bank of Canada held its key interest rate at 5% this week nothing that they are looking for signs that slowing inflation is sustained before moving forward with any rate cuts.

04/03/2024

Bare Trust Update: you do NOT need to file a T3 for bare trusts for the 2023 tax year, unless the CRA makes a direct request for these filings.

02/13/2024

For over 10 years, Oakstone Wealth has been partnering with local organizations that work tirelessly to support those in need in our community. This past Christmas we chose Shifra Homes, a maternity residence and shelter home for young, homeless, pregnant women in the Halton region.

Lauren recently had the opportunity to visit Shifra Homes to drop off all the amazing donations we received, along with a cheque from Oakstone Wealth; a monetary match to all the donated items. A big thank you to all our clients, staff, friends and family who contributed to our holiday drive. After touring one of the homes and talking to the staff and volunteers, it is clear that this is a remarkable organization making a profound and positive impact!

If you would like to donate or learn more about Shifra Homes, please visit the link below. Together, we can continue to provide hope, love and support to these women and their precious babies.

www.shifrahomes.com

02/06/2024

The 2023 RRSP contribution deadline is fast approaching!

11/30/2023

For over 10 years, Oakstone Wealth has been partnering with local organizations that work tirelessly to support those in need in our community. This Christmas we have chosen , a maternity residence and shelter home for young, homeless, pregnant women in the Halton region. Their mission is to provide a safe haven and an empowering environment that promotes dignity and a sense of hope.

We would love for you to join us! Together we can provide hope, love and support to these women and their babies during this holiday season.

11/09/2023

Calling out to anyone with overflowing Halloween treat buckets! Send us a message if you would like to donate any excess candy and we will deliver it to .youth.resources

10/19/2023

Yesterday, the Oakstone Wealth team took to the streets to complete a 1km Corporate Walk in support of the Cooper Robertson Foundation's annual Run with Coops. This amazing organization raises funds and awareness for Tuberous Sclerosis Complex (TSC). If you would like to donate in support of the Oakstone Wealth Team or learn more about Run with Coops, please visit the link below. All funds raised are donated directly to Toronto SickKids TSC Clinic.

https://raceroster.com/events/2023/77111/cooper-robertson-foundation-run-with-coops/pledge/team/1

https://cooperrobertsonfoundation.com/

10/17/2023

Inflation inches downward to 3.8% in September.

09/28/2023

We were going to tell you a really bad bowling pun, but we thought we’d SPARE you … 🙃🍁🎳

09/06/2023

As the economy is showing more signs of cooling, the Bank of Canada has decided to hold the policy interest rate steady at 5% for now. The next interest rate decision comes out October 25th.

Address

205-2321 Fairview Street
Burlington, ON
L7R2E3

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Website

http://www.oakstonewealth.ca/

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