About First Oak Financial Inc.
First Oak Financial Inc. is a full-service financial planning firm based in Port Moody, BC, serving individual and corporate clients throughout the province. They provide life insurance, investments, and planning services for individuals, families, and businesses. As independent brokers, they have access to the top financial products in the marketplace and are not obligated to sell a certain company's products over another. At First Oak, they work closely with their clients to identify needs, objectives, and opportunities, subsequently implementing a course of action that checks all the boxes. The end result is financial security and prosperity, both in the immediate future and down the road. Clients have praised the firm's professionals as true professionals, a great source of sound advice, reliable, and highly knowledgeable, with a genuine commitment to their best interests.
Thank you Jeff for your efforts. It was a pleasure working with you and getting a detailed plan for the future. I truly appreciate the time you took to make a plan just for me. You were worth the money.
My husband and I very much enjoy working with Jeff. Jeff is fantastic. He is very thorough, honest and a pleasure to work with. He answered all our questions with ease and in a timely manner. My husband is very detailed oriented and he was impressed at how Jeff was able to give him all the information he needed. We have full confidence in him and feel happy and secure having him advise us for both personal and business matters.
We're really glad we met with Jeff to go over our finances. He was able to identify all the blind spots in our financial health and offer solutions that were in our best interests. He's extremely meticulous and very easy to work with. I can't recommend Jeff enough and I feel like it is extremely important for everyone to get a financial health check up no matter your age or assets.