About

First Oak Financial Inc. is a full-service financial planning firm based out of Port Moody, BC. We provide holistic financial planning services for high-net worth families and successful businesses. We are a fully independent firm, meaning we are not owned, operated or influenced in any capacity by a larger financial institution. We work for our clients and no one else.

Our services include insurance, investments, and retirement & legacy planning.

First Oak Financial Inc. is owned and operated by Jeff Graham, CFP, CLU.