Oak Ridge Wealth Management

Since 1999 we have helped clients with their wealth management issues.

We are located on Cassels Road West right next to Corrado’s Restaurant in the Heritage District of Brooklin. We have lived in Brooklin since 2000 and are proud to serve this vibrant and growing community. Raymond James is the leading North American independent full-service investment dealer offering an extensive range of professional investment services and products including private client services, financial and estate planning services, portfolio management insurance, equity research, investment banking and institutional sales and training.

Barbara and I believe in giving back to those less fortunate. We work with the Pinball Clemons Foundation in fundraising efforts for both local and international initiatives focusing on education. To date we’ve raised just short of $1 million across these initiatives.

We also support Durham College and Lakeridge Oshawa Hospital and have helped clients direct to them over $2 million.

We’ve also helped clients direct money to their churches, the Ronald McDonald House, the Salvation Army and local food banks.