One of Oakes' favourite quotes is "It Takes a Village," a sentiment that reflects on how everyone is able to benefit everyone with just a little bit of help.
Ben Oakes believes that your long-term financial picture should be as unique as you are.
Oakes, a local advisor for Sunlife Financial, explains that his job is providing people, businesses, and organizations with a strong roadmap that will protect your financial framework and secure long-term piece of mind for those beginning to save, about to enter retirement, or anywhere in between.
Much of his work involves assessing a clients current financial situation and setting achievable goals, developing a plan that fits those needs, and preparing them for any turbulence that might disrupt the market.
Oakes notes that it’s up to him to create a portfolio that matches the needs and comfort levels of each client, adding that long-term investment requires an advisor to take the emotional response out of good and bad trends affecting a client’s nest egg.
Renfrew’s Sunlife office, located at 22 Raglan Street South, also provides health insurances packages that can help people with needs above-and-beyond the nationalized system, as well as life insurance.
