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.
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