Welcome First Oak Financial Inc. Clients!
Jeff Graham and First Oak Financial Inc., in partnership with Justwealth, is happy to make investment management services available to you in an easy-to-use, convenient online format. A Justwealth Personal Portfolio Manager will work with you to create an appropriate portfolio of low-cost Exchange Traded Funds (ETFs), and to manage your investments on a fully discretionary basis.
Justwealth – A Recognized Industry Leader
Portfolio/Discretionary Manager of The Year
Nomination – James Gauthier
Wealth Professional Awards 2021
Portfolio/Discretionary Manager of The Year
Nomination – James Gauthier
Wealth Professional Awards 2020
Leading Portfolio Managers
James Gauthier
Wealth Professional Canada 2019
FinTech Company of the Year
Nomination – Justwealth
Canadian FinTech and AI Awards 2019
Entrepreneur/Innovation Leader of the Year
Nomination – Andrew Kirkland
Canadian FinTech and AI Awards 2019
Portfolio/Discretionary Manager of The Year
Nomination – James Gauthier
Wealth Professional Awards 2019
Top 50 Canadian FinTech Company
Digital Finance Institute 2019
Top 50 Women in FinTech
Isobel Russell
Digital Finance Institute 2019
Young Gun of the Year Award
Nomination – Andrew Kirkland
Wealth Professional Awards 2018
FinTech Startup of the Year Award
Nomination – Justwealth
Canadian FinTech & AI Awards 2018