Secure Your Financial Future

Protect your loved ones and your greatest assets.

We help families, professionals, and business owners safeguard their income, protect their assets, and optimize their wealth through tax-efficient investments. We help our clients build a strong financial foundation that helps them achieve their financial goals.

Our Clients

Individuals & Families

What if something unexpected happened to you? An illness, an accident, even your own absence – these events can cause significant financial strain on your family. Insurance isn’t just a safety net, it’s a promise to your loved ones that, no matter what life throws your way, they’ll be financially secure.

Professionals

Your earning power is the engine driving your financial journey. Insurance isn’t just a safety net, it’s a strategic investment to safeguard your ability to earn. Insurance safeguards this critical asset, ensuring unexpected events don’t derail your progress.

Businesses

Your business thrives on its people. But what happens if illness, injury, or an unexpected event disrupts this vital force? Business insurance isn’t just a safety net, it’s an investment in the ongoing success of your company.

Life Insurance

Investment Services

Critical Illness Insurance

Disability Insurance

Mortgage Insurance

Children Wealth Plan

Insured Retirement Plan

Corporate-Owned Life Insurance (COLI)

Retained Earnings Plan

Secure Your Future Today

Take the first step towards financial security – connect with our experts now

BOOK a Free Consultation

Client Testimonials

See what our satisfied clients have to say about their experience with Oasis Wealth

★★★★★

Oasis Wealth provided me with peace of mind knowing my family is protected financially.

John Kemp

★★★★★

Exceptional service and expertise. Oasis Wealth truly cares about their clients’ well-being.

David Marchand

★★★★★

I highly recommend Oasis Wealth for their professionalism and commitment to excellence.

Lisa Carvalho

★★★★★

Oasis Wealth exceeded my expectations with their comprehensive financial solutions.

Emily Keaton

Our Simple Process

01

Discovery Meeting

We meet to understand your financial goals and needs.

02

Needs Analysis

We assess your current financial situation and risk tolerance.

03

Plan Recommendation

We create a personalized plan tailored to your goals.

04

Plan Discussion

We explain your options and answer your questions.

05

Plan Implementation

We help you put your plan into action.

06

Annual Review

We regularly reassess and adjust your plan as needed.

We Are Independent!

As an independent financial and insurance brokerage, Oasis Wealth isn’t tied to any one bank or insurance company. This freedom allows us to prioritize your needs above all else.

Unbiased Advice and Tailored Solutions

We safeguard your financial goals and priorities. We will choose from a wide range of products from top providers, ensuring we find the perfect fit for your needs, not just what a specific company offers.

Your Priorities Come First

We work for you, not the insurance companies. We are committed to provide objective recommendations based on your unique financial goals and circumstances.

Finding You the Best Value

Because we’re independent, we can shop around for you to get the most competitive rates and coverage options available in the market.

Top Partners & Product Providers

We have access to a wide range of products from top insurance and investment providers in Canada and the USA. This important relationship with top product providers in the financial industry ensures we can find the perfect fit for your unique financial goals and circumstances.