3 Best Financial Services in Oakville

“Volpe Financial Solutions assists you in navigating both financial and non-financial challenges that you and your family may encounter. After successfully operating a financial services company since 2011, the father and son team Mike and Brett decided to establish Volpe Financial Solutions in Oakville, Ontario, in 2017. They identified an opportunity in the market to provide all clients with optimal insurance and investment advice. By opening an independent brokerage, they can offer a wide range of products and services without the constraints of a large corporation. This flexibility allows Volpe Financial Solutions to work with various vendors to create the best combination of products tailored to your specific needs.”

Read more

“Nour Private Wealth recognizes that each client is unique, and their investment and wealth planning strategies must evolve accordingly. Elie Nour is the firm's portfolio manager and insurance advisor. Nour Private Wealth team provides expertise across all aspects of wealth management, including portfolio construction, wealth planning, insurance, and private capital. Their mission is to comprehensively address your financial security needs over the long term. Their success in fostering enduring client relationships is built on shared values, a deep understanding of client goals, and a commitment to earning trust and confidence. Their clients include retiring investors and entrepreneurial business people seeking strong investment performance and exceptional service. They offer wealth management services to high-net-worth individuals, including entrepreneurs, professionals, family trusts, private charitable foundations, and estates. Additionally, they serve a select number of institutional clients.”

Read more

“The Campanella Group's mission is to simplify the often complex world of wealth management by offering streamlined and integrated solutions for clients seeking clarity and efficiency in their financial affairs. Fabio Campanella and Lisamarie Campanella are the co-founders of the firm. At The Campanella Group, the team provides comprehensive tax and financial planning services tailored to the unique needs of high-income families and entrepreneurs. Their client-focused approach emphasizes building lasting relationships and crafting personalized solutions that address each client's financial goals and challenges. Whether navigating tax strategies, developing investment plans, or planning for future generations, their team is committed to enhancing your financial well-being and success. They recognize the importance of an integrated approach to financial planning and strive to be the trusted financial quarterback their clients rely on.”

Read more