OAKLEY BOND

OAKLEY BOND

 

Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with OAKLEY BOND

If you would like to request an appointment please complete your personal information below.

topics to discuss

Success!

Your appointment registration has been successfully sent!

About —

icon book and glasses


Oakley grew up on a farm in Fort Macleod, where he balanced hard work on the farm and in construction with a passion for sports. This strong work ethic and dedication led him to pursue studying Finance at Brigham Young University-Idaho. With a desire to return to his roots and serve his community, Oakley began his professional career at Scotiabank before establishing his own practice at IG Wealth Management.

At IG Wealth Management, Oakley specializes in creating comprehensive financial plans that adapt and evolve with clients' needs. Collaborating with experts in investment, retirement, tax, and life planning, group plans, and risk management, he meticulously assesses both immediate and long-term goals to ensure robust and resilient financial strategies.

As a retirement planner, Oakley takes a holistic approach by examining spending habits, assets, liabilities, and legacy goals. He guides clients to achieve the retirement they envision while ensuring their loved ones are well taken care of.

For business clients, Oakley designs group benefit plans that attract and retain top talent. He also advises on tax-advantaged strategies to build wealth outside the business, optimizing financial growth and security.

With a personalized approach and a deep commitment to clients' financial well-being, Oakley is dedicated to helping individuals and businesses achieve their financial goals and secure their futures.

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

general inquiries —

Brookfield Place, Unit 900 - 225 6 Ave SW
Calgary, AB T2P 1N2

Get Directions

4079 4th Avenue South
Lethbridge, AB T1J 4B5

Get Directions
IG Wealth Management

Request for More subscription

Success!

Your newsletter subscription has been successfully sent!