Jess has been with our team since 2019 and manages all of our back office and day to day operations. She has a degree in Marketing and is integral to our practice.

Alistair's role as Co owner and Wealth Management Advisor at Assante Oaktree & Associates is to provide holistic financial planning to clients in all aspects through his team.

Chad's role as Co owner and Sr Wealth Management Advisor at Assante Oaktree & Associates is to provide holistic wealth planning to clients in all aspects through his team.

Sean brings over 20 years of diverse financial services experience to his role. Prior to joining our team Sean held senior Capital Markets and Trading roles at HSBC Securities Canada and Barclays Capital, in Toronto, New York and London. Sean has a Bachelor of Arts degree, and a Master of Business Administration degree from London Business School. In addition, he is a CFA® (Chartered Financial Analyst) charter holder.

Brad has 28 years of experience in the industry. He began his career as an advisor which ultimately led to marketing consultant, a Regional Tax and Estate Planning Consultant, and advanced case responsibilities. 

Dario focuses on tax and financial planning strategies for business owners, professionals and families. Dario primarily focused on tax compliance which included planning, implementation of strategies related to tax minimization and deferral, asset protection, property, and business succession.

Nav facilitates the delivery of wealth planning reports and helps our clients articulate and document their goals to build a plan that meets their needs. Nav delivers a strategy that addresses retirement planning, cash flow, risk management, business planning & estate planning