Helping Canadians accumulate, preserve, & distribute
wealth on a tax-efficient basis
Here are some of the services we offer:
Clients We Support
What Our Clients Say
Jeff was extremely helpful and so kind. I understood and learned more from him in 30 minutes than I have from banking advisors etc. Highly recommend!!
Response from the owner 16:48 28 Jul 25
Thank you for sharing, Kat! Much appreciated. JG
Response from the owner 17:14 02 Jul 25
Thanks for the review, Heath. I look forward to a lengthy working relationship. JG
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.
Response from the owner 02:26 01 May 25
Thank you so much, Talisa! Working with the two of you has been awesome and I look forward to our continued professional relationship for many years to come. JG
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.
Response from the owner 16:10 24 Mar 25
Pravin, I really appreciate your feedback. I have thoroughly enjoyed working with you so far and look forward to our continued working relationship.- Jeff
Had a great session with Jeffrey! Made me feel comfortable from the get-go and you could tell right away he's got a wealth of knowledge and experience when it comes to investing. Really appreciated his time and look forward to working with him again in the near future.
Response from the owner 18:49 23 Jul 24
Thank you, Joe! Greatly appreciate you taking the time to share your experience. - JG
I would definitely recommend Jeff for your financial planning. He was friendly, knowledgeable and spoke in terms that anyone can understand. He provided me with various scenarios to help me navigate the future. Thanks Jeff!
Response from the owner 18:21 05 Feb 24
Hi Viv, I really appreciate your assessment. You are welcome to reach out anytime!- Jeff
Jeffery is a true professional and a great source of sound advice. He's supported me on creating an investment plan and I will continue to use his advice in the future!
Response from the owner 17:46 05 Jul 23
Thank you, Dylan. Your organization and commitment to financial literacy made the process very enjoyable.
Jeff and I do collaborative work with clients and he is always reliable, professional and very knowledgeable. I have no hesitations referring my clients to him if they are in need of insurance, investing or financial planning. Highly recommend.
Response from the owner 21:08 05 Jun 23
Thank you for the review, Scott.
It was a pleasure working with Jeff and I highly recommend First Oak Financial. He was very knowledgeable and made the process of getting life insurance easy.
Response from the owner 18:14 08 Feb 23
The kind words are greatly appreciated, Riley!- JG
Great experience from start to finish. Jeff was very helpful and knowledgeable. Highly recommend!
Response from the owner 18:15 08 Feb 23
Andy, thank you for sharing the positive experience you had working with us!- JG
I recently approached First Oak Financial Inc. for advice around retirement and estate planning, Jeff did not disappoint! I find him to be very engaging, highly knowledgeable, and genuinely committed to the best interest of his clients. I look forward to an ongoing “partnership” and would absolutely encourage anyone in need of guidance, in the often confusing world of finance, to give Jeff a call.
Response from the owner 15:08 29 Jul 22
Doug, I greatly appreciate the kind words! You have been a pleasure to work with and I look forward to our continued working relationship for many years to come.- JG
I worked with Jeff last year and had a phenomenal experience. He was professional and has a great depth of knowledge, which is exactly what I was looking for. Highly recommend his services!
Jeff was a pleasure to work with! He was professional, quick to respond and patiently walked me through all my questions. I would highly recommend him for your life insurance and financial planning needs!
I had a privilege of doing business with First Oak Financial to getting Medical Plan Insurance for our employees benefit. Jeff Graham kindly, and generously helped us to set up account, and go though every concerns or questions we had.
He is commitment to his clients, and his dedication to provide excellent service and the best financial advice. He has great relationships within the financial industry and throughout the community in order to best meet his clients needs. He is respectful, kind, funny, honest and shows up with the highest integrity at the office and in all aspects of his life. Highly Recommended!
He is commitment to his clients, and his dedication to provide excellent service and the best financial advice. He has great relationships within the financial industry and throughout the community in order to best meet his clients needs. He is respectful, kind, funny, honest and shows up with the highest integrity at the office and in all aspects of his life. Highly Recommended!
Unbiased Financial Advice
Independent
We are not owned or operated by any banks, financial institutions or insurance companies. Simply put: we work for our clients and no one else.
Impartial
We are not influenced or pressured to sell a certain company’s financial products over another. The recommendations we make are solely based on the best fit for the client.