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The Simple Choice

For your complex financial matters

How we can help you!  Contact us today

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Life is unpredictable, but your financial future doesn’t have to be

We believe that success comes when you engage regularly to adapt your plan as life unfolds. Our process helps you make financial decisions with confidence that are always relevant to your current circumstances and expectations.


Client Centre

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and resources.

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Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

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What's it all for anyway?

To be successful, you have to be able to see the big picture. Life isn't just about winning and losing. It's about experiencing the joys and the pitfalls, and focusing on what matters.

  


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Meet Our Team

Our Team Works For You

At Oaktree Wealth Management we develop a roadmap for our clients that includes sound ethical advice, thoughtful planning, and strong results. As our relationship grows, we'll increasingly give your wealth purpose while we guide you to a financially secure future.



Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

Michael Arts, BA, CFP, CIM Photo Michael Arts, BA, CFP, CIM Hover Photo

Michael Arts, BA, CFP, CIM

Senior Financial Advisor
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Michael Arts, BA, CFP, CIM

SENIOR FINANCIAL ADVISOR, BRANCH MANAGER, MANULIFE SECURITIES INCORPORATED

INSURANCE ADVISOR, OAKTREE WEALTH MANAGEMENT INC., MANULIFE SECURITIES INSURANCE 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 Photo Aleta MacGregor Hover Photo

Aleta MacGregor

Executive Assistant
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Aleta MacGregor

Executive Assistant

Manulife Securities 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 Photo Kim Klein Hover Photo

Kim Klein

Executive Assistant
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Kim Klein

Executive Assistant

Manulife Securities Inc., Oaktree Wealth Management Inc.


Kim Klein has been involved in the financial industry since 1990, and joined the Oaktree Wealth Management team at Manulife Securities 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. In addition to her administrative duties, Kim is working towards completing the Canadian Securities Course.

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

Jackie Arts  Photo Jackie Arts  Hover Photo

Jackie Arts

Executive Assistant
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Jackie Arts

Executive Assistant

Manulife Securities 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.

Tracy Hammell Photo Tracy Hammell Hover Photo

Tracy Hammell

Executive Assistant
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Tracy Hammell

Executive Assistant

Manulife Securities Inc., Oaktree Wealth Management Inc.


Bio coming soon.


Our Promise

We want to help you understand your financial position, and guide you to making sound decisions for your family.
Here's our promise:

  1.  We'll invest your capital as carefully as we do ours - your hopes for your family’s future are every bit as important as our own
  2.  We'll be open and transparent with you
  3.  We'll review your portfolio on a regular basis and suggest changes when it's important
  4.  We'll work diligently to uncover every solution and opportunity to help you achieve your goals
  5.  We'll organize and simplify your affairs so that you have more time for the people who matter most
  6.  We'll regularly review and monitor your Four Pillars plan to ensure it continues to meet your needs


6-step Financial Strategy Process

STEP 1: Establishing and defining the client-advisor relationship

We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client. The advisor and client should agree on how long the relationship will last and on how decisions will be made.

STEP 2: Gathering client data and determining goals and expectations

We will asks about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice.

STEP 3: Analyzing and evaluating the client's financial status

We analyze the information to assess your current situation to determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

STEP 4: Developing and presenting the financial strategy recommendations and/or alternatives

We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.

STEP 5: Implementing the financial strategy recommendations

We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and other professionals such as attorneys or stockbrokers.

STEP 6: Monitoring the financial strategy recommendations

Together we will agree upon who, and how, we will monitor your progress towards your financial goals. We report to you periodically to review the financial situation and adjust any recommendations as needed. As our client, we will always keep you informed and knowledgeable when it comes to your financial strategy and situation.

Services & Solutions

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.  We offer our clients a full range of wealth management services including integrated and comprehensive financial planning, wealth management, investments, tax and estate planning, insurance, and retirement planning.

A Four Pillars Approach

We design road maps that include ethical advice and thoughtful planning. With support from our associates who are experts in their areas, the guidance we deliver is objective and effective.  The Four Pillars process is our simple but comprehensive way to move forward with your financial plan, and keep you on track to reach your goals.

The 4 fundamental parts to the process:

INVESTMENT MANAGEMENT PLAN
RISK MANAGEMENT PLAN
TAX MANAGEMENT PLAN
ESTATE PLAN


Strong Fundamentals

~  a strong relationship between you and us, built on mutual understanding, trust and integrity ~
~ in-depth analysis of all areas of your life to create a plan to suit your needs ~
~ conservative investment approach to focus on what matters most - today and tomorrow ~
~ plan monitoring, recommendations and review to ensure your plan continues to meet your life needs ~

We design road maps that include ethical advice and thoughtful planning. With support from our associates who are experts in their areas, the guidance we deliver is objective and effective.  The Four Pillars process is our simple but comprehensive way to move forward with your financial plan, and keep you on track to reach your goals.

For more information on services and solutions for your financial needs...

Contact Us Today


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