First Oak Financial Inc.

Name: First Oak Financial Inc.
Address: 2227 Saint Johns Street Suite 302, Port Moody, British Columbia, V3H 2A6, Canada
Telephone: (604) 363-7549
Rating: 5

5.0 20 reviews

Financial Planners, Insurance, Financial Advising

2227 Saint Johns Street Suite 302, Port Moody, BC V3H 2A6

(604) 363-7549

Overall rating

5.0

out of 5

20 reviews

5 star 100%

4 star 0%

3 star 0%

2 star 0%

1 star 0%

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.

Reviews

Write a review

Jul 2026

5.0

I was referred to Jeff by a friend, and he’s been fantastic to work with. He helped me put the right critical illness, disability, and life insurance policies in place to protect both me and my family.

He explained everything very clearly. He used plain language, took the time to answer all of my questions, and made sure I understood my options without ever making me feel pressured.

I highly recommend Jeff to anyone looking for honest, knowledgeable advice and comprehensive financial planning.

Jun 2026

5.0

Jeff has been managing our insurance and financial needs since 2019, and he has always been there whenever we had questions or needed help. No matter the situation, he never hesitates to provide honest advice and outstanding support.

Among all the professionals I've met, very few have shown the same level of responsibility, integrity, and genuine care for their clients as Jeff. He truly puts his clients' best interests first and goes above and beyond to make sure they are well taken care of.

If you're looking for someone you can trust with your financial planning and insurance needs, I wholeheartedly recommend Jeff. You won't find a better advisor.

Apr 2026

5.0

Working with Jeff on our financial review and retirement planning was a very positive experience from start to finish. He was extremely clear and upfront with his fees and services and gave us the opportunity to review the objectives of his work before he started. I would highly recommend Jeff to anyone looking for someone to help with retirement planning or to look over their current financials.

All 33 reviews