What we do.

Olive Tree Wealth Management has over 25 years of experience in wealth management with services including investments and retirement, tax and estate planning.


  • RRSP
  • RESP
  • TFSA
  • LIF
  • LIRA
  • Joint Accounts
  • In-Trust for Accounts
  • Stocks
  • Mutual Funds
  • Bonds
  • GIC’s

Financial Planning

  • Estate
  • LifeStyle
  • Retirement
  • Corporate
  • Business Succession
  • Tax Minimization
  • Charitable Gifting

Our Process.

Olive Tree Wealth Management has a proven process to ensure the specific needs of each client are met.

We are committed to putting our clients’ interests first and work to connect an individual wealth plan with what is important to you and what you value most.

We create a strong foundation with a solid plan to address your specific situation and needs

We choose a mix of asset classes to optimize risk and reward to accommodate your comfort level

We combine quality investments that diversify your holdings with tax strategies to grow your family’s wealth

We monitor and make adjustments as required

We are transparent and manage costs

Our commitment to meet regularly ensures you are up to date and informed. We’ll measure progress towards your goals and work to ensure success.

With Olive Tree Wealth Management you can rest assured that we bring integrity, commitment and excellence to every client we serve.

Book your no obligation consultation now.

Let’s get the conversation started on your financial future today.