About Us You envision. We advise.

At Tall Oak Private Wealth, we believe that your wealth is more than a commodity – it’s a gateway to the life you want for yourself and your loved ones.

Our aim is to preserve and grow your wealth to empower your ever-evolving life and business goals.

Our approach

It’s simple. You first.

There’s no cookie-cutter approach here. Every one of our services takes your needs, goals and circumstances into account. It’s not simply that we factor them in – we won’t even begin to think of putting a plan in place before we’ve asked the right questions. That’s because where you are now and where you want to go are unique to you, and the financial advice you receive should be too.

Who we are

We specialize in financial matters, with extensive experience in helping medical practitioners, affluent families and businesses.

Our team members have over 100 years combined of experience in the financial world – from multi-billion-dollar portfolio management to regulatory roles and many things in between. We understand how to navigate the complexities of your situation and are here to help preserve and grow your wealth.

We offer insights and strategies from the highest professional standards of training and expertise, and invite you to reach out to us to see how we can help you with your life or business vision.

Backed by Raymond James Ltd.

Raymond James is the largest non-bank-owned brokerage firm in Canada and purveyor of some of the best mid-cap research in the world.

We are an independent branch of Raymond James. As such, you can trust that we hold ourselves to the highest standard of service, supported by an established and reliable infrastructure.

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.