Michael Arts, BA, CFP, CIM

Portfolio Manager, Senior Financial Advisor / MANULIFE WEALTH INC

Life Insurance Advisor, OAKTREE WEALTH MANAGEMENT INC.

A graduate of the University of Western Ontario with a B.A., in Commerce, Michael offers over 20 years of experience and a successful record of managing wealth for both personal and business clients.

“Working in the wealth management industry enables me to provide clients with my signature 'Four Pillars of Financial Peace of  Mind' process. I want to ensure my clients experience the full benefit of this Comprehensive Financial Planning process so their life’s dreams and goals can be articulated and achieved.

As an owner of an Incorporated Business, I have a keen, personal interest in sharing the advanced financial planning strategies available to other Business Owners.

Having access to individual stocks, bonds, structured products, IPO’s, mutual funds and separately managed accounts gives my clients a full range of the services required to attain their goals.

Over the years, my clients have become more like friends and family, and I feel a lot of gratitude for these relationships. Taking the time to get together and catch up with my clients and their families is something I cherish. My goal is that every facet of their financial affairs are in order so that they are free to pursue their hopes and dreams.”

Aleta MacGregor

Executive Assistant

MANULIFE WEALTH INC, OAKTREE WEALTH MANAGEMENT Inc.

Entering the financial industry in 1999, and receiving her Life Insurance License in 2009, Aleta is currently the Executive Assistant to Michael Arts.

Aleta is responsible for providing Michael with advisor support, and plays a key role in assisting the team with daily operations.  Aleta has a genuine passion for serving and meeting clients’ needs and she strives to provide a professional and personal experience.

Aleta graduated from Annandale High School in Tillsonburg, and obtained a Legal Secretary Diploma from Fanshawe College.

Aleta is married and the mother of two beautiful daughters, Melanie and Mariah.  She enjoys playing piano and organ, gardening, golfing, camping, and walking her dog, Stella.

Kim Klein

Investment Associate,

MANULIFE WEALTH INC, OAKTREE WEALTH MANAGEMENT

Kim Klein has been involved in the financial industry since 1990, and joined the Oaktree Wealth Management team at Manulife Wealth Inc. in 2006.

Kim's experience encompasses numerous areas of the industry, providing her with a well-rounded perspective when it comes to meeting clients' needs.

Kim works to build strong client relationships by providing excellent client service and detail-oriented administrative functions. She is extremely knowledgeable and well-connected within the organization and brings a tremendous amount of value to the day-to-day operations. 

Kim is a long-time resident of London and attended Western University.

Outside of the office, Kim enjoys reading, cooking and travelling, and spending time with her son, Jackson, and her dog Max.

Jackie Arts

Executive Assistant

Manulife Wealth Inc., Oaktree Wealth Management Inc.

Jackie is responsible for the many activities required to run a successful, client-focused branch.

Jackie has 24 years of experience with a major insurance company in London, ON, fulfilling various roles such as Payroll and  Relocations, and has spent the majority of her career as a Disability Case Manager. Jackie is also mother to two wonderful daughters, Madison and Sidney.

Chris Chapman, CPA

INVESTMENT ASSOCIATE,
MANULIFE WEALTH INC, OAKTREE WEALTH MANAGEMENT

Chris joined the Oaktree Wealth Management team in 2022, bringing with him a wealth of professional knowledge and experience. With a Chartered Professional Accountant designation and a degree in BMOS - Accounting Specialization from Western University, Chris is a valuable addition to our team.

Chris plays a crucial role in serving our clients, specializing in tax planning and corporate financial management. With over six years of management experience in both public and private accounting, he leverages his expertise to support our team effectively.

What sets Chris apart is his genuine passion for supporting business owners. He is dedicated to ensuring that your personal and business goals align harmoniously for long-term success. Recognizing that each client's situation is unique, Chris takes the time to understand their financial objectives. He collaborates with our team, employing our 'Four Pillars' approach to provide comprehensive solutions tailored to their needs.

At Oaktree Wealth Management, our mission is to deliver a proactive and strategic approach to help our clients achieve their financial goals. We are guided by integrity, passion, and an unwavering commitment to goal attainment. As a member of our team, Chris plays a vital role in managing client relationships and assisting our clients on their financial journey.