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 individuals, families, and businesses. We are a team of insurance, investment, retirement and estate planning specialists. As independent brokers, we have access to the top financial products in the marketplace. At First Oak, we work closely with our clients to identify needs, objectives and opportunities, subsequently implementing a course of action that checks all the boxes. The end result is financial security & prosperity, both in the immediate future and down the road.