Our Services

We provide personalized fee-only financial planning with no hidden fees or product commissions.

Planning Engagement
person holding pencil near laptop computer
person holding pencil near laptop computer
a group of people sitting around a table
a group of people sitting around a table

Build a complete financial plan with a professional planner.

An engagement is best suited for individuals or couples looking to take control of their finances and build a plan that considers each area of their financial wellbeing.

Financial Consultation

A focused session to address your most pressing needs.

This service is best suited for individuals or couples who have a key financial question or challenge where they would like to seek guidance from an unbiased planner.

DIY Financial Planning

Build your own plan with our self-guided tools & the help of AI

Designed for driven self-planners who want gain clarity on their financial plan but aren't ready to work with a professional planner just yet.

$2,500 fee
$600 fee
$9/month

10x Guarantee

At Oakbridge Financial Planning we are convinced that unbiased financial planning is extremely valuable to Canadians. So valuable in fact that we offer a 10x guarantee on planning engagements. If we can't find improvements for your financial plan worth at least 10x the cost of the engagement, we'll provide you with a full refund.

Pro Bono Planning

We believe unbiased financial planning is important for everyone, regardless of their income or savings levels.

We provide this service free of charge to one client per month.

two men talking
two men talking
Financial Planning for Students & Graduates

Whether you're finishing school or entering the workforce, we’ll help you lay the groundwork for financial success.

Oakbridge Financial helped me navigate my financial journey with confidence and clarity. Highly recommend their services!

Matt P

man in blue and orange button up shirt smiling
man in blue and orange button up shirt smiling

★★★★★