Sophisticated wealth management

Investment Advisory Let's preserve and grow your wealth.

Your Investment team at Tall Oak Private Wealth has a unique global perspective with decades of direct investing experience across asset classes and around the world. Our unique global experience is increasingly important in a globalized world. Significant opportunities for growth lie outside traditional Canadian markets, and our unique and deep experience in global markets brings those opportunities closer to you.

  • Investment objective
  • Investment philosophy
  • Investment process
  • Professional Investment Management
  • Complementing your portfolio with alternative investments
  • Transferring accounts

To see how we can help you invest for your tomorrow.
Book a consultation

Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.

* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.