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.
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.
“An investment in knowledge pays the best interest.”
Benjamin Franklin
“In the business world, the rearview mirror is always clearer than the windshield.”
Warren Buffett
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
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.
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.”
MANULIFE SECURITIES INCORPORATED, 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 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.
Outside of the office, Kim enjoys reading, cooking and travelling, and spending time with her son, Jackson, and her dog Max.
Manulife Securities Incorporated, 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 has over 25 years’ experience in the financial service industry. She has worked for two major banks. Starting as a teller, becoming an Assistant Manager before moving on to, underwriting loans and mortgages and investment and planning strategies. As Tracy’s career and the organization evolved, she chose to specialize on the investment side.
Tracy attained her Personal Financial Planner (PFP) designation through Canadian Securities Institute. Most recently Tracy completed The Canadian Securities course to enhance her education and become one of our Investment Advisor Assistants.
Tracy’s experience and education signifies that she is equipped to convey the investment recommendations made by Michael Arts.
Outside of working hours Tracy enjoys spending time with her Family, camping & ATV riding at their property in Muskoka, close to where they lived for over 20 years.
Client Services Manager, OAKTREE WEALTH MANAGEMENT INC.
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.
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:
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
We'll be open and transparent with you
We'll review your portfolio on a regular basis and suggest changes when it's important
We'll work diligently to uncover every solution and opportunity to help you achieve your goals
We'll organize and simplify your affairs so that you have more time for the people who matter most
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 your 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.
Investment Solutions
Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:
Registered retirement plans (RRSP, RRIF)
Locked-in retirement account (LIRA)
Registered education savings plan (RESP)
Tax-free savings account (TFSA)
Planning for Retirement
To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.
It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:
Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.
Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:
Group benefits & Group retirement
Group pension
Competitive employee benefits
Business and key-person insurance
For more information on services and solutions for your financial needs...
