RowanOak
Private Wealth Counsel

Individual and Family Wealth Management

Uncompromising
Standards

Over the last 20 years, RowanOak Private Wealth Counsel has gained the reputation of an industry-leading innovator for its approach to wealth management. Considered a pioneer in providing the highest standards of proactive advice and planning, the RowanOak team places the interests of its clients first in all aspects of the practice.

As an independent wealth manager providing Canadians with objective and transparent wealth advice, RowanOak Private Wealth Counsel adheres to the legal and ethical standards of fiduciary duty. Our team of professionals provide our clients and their families with peace of mind, continuity, and the high level of expertise they expect while building and preserving their family wealth.

Our
Services

Wealth Management

Wealth Management
A Comprehensive Approach

Financial Lifestyle Planning

Financial Lifestyle Planning
The Path to Success

Tax Strategies

Tax Strategies
Expert Guidance

Cash Flow Optimization

Cash flow Optimization
Personal Payroll

Goal Specific Investment Philosophy

Goal Specific Investment Philosophy
The Final Piece of the Puzzle

Goals Based Reporting

Goals Based Reporting
Achieving Your Milestones

If you feel financial lifestyle planning, tax strategies, wealth preservation, cash flow optimization, goals based reporting, a dedicated wealth manager and a collaborative team approach are important please contact us to obtain more information or to arrange a conversation.

Making Your Dreams
a Reality

We take a long term view towards wealth management and this is reflected in our approach from planning through to execution. We begin with understanding you and your financial goals in the near term and the years ahead. We create a wealth management plan that embraces your ideal lifestyle and provides you comfort in knowing your interests are being looked after.

Each time we meet we will review your goals and update aspects of your plan as necessary ensuring you are always on track.

Get to Know
Your Team

RowanOak Private Wealth Counsel is a team of like minded professionals utilizing traditional and non-traditional
planning strategies to provide financial comfort to individuals and families.

  • Paul Rowan Executive Director Private Client Group
    Senior Investment Advisor
    HollisWealth®, a division of Industrial Alliance Securities Inc.
    Insurance Advisor
    Hollis Insurance Inc.
  • Tracy Rowan Licensed Sales Assistant
    HollisWealth®, a division of Industrial Alliance Securities Inc.
  • Danielle Chvedukas Associate Investment Advisor
    HollisWealth®, a division of Industrial Alliance Securities Inc.
  • Alex Tavolacci Administrative Assistant
    HollisWealth®, a division of Industrial Alliance Securities Inc.
  • Jeanette Dunne Administrative Associate
    HollisWealth®, a division of Industrial Alliance Securities Inc.

What Our Clients
are Saying

  • You did all the things you said you would do when you offered to look at my file, give me clear and transparent advice.  You showed me hidden fees I was paying (when I was told there was none) and exposed the mutual fund industry with statistics I had never seen before.  That was very empowering and I liked the fact you took the time to educate me so that I could make informed decisions with such information.

    Diane P. Oakville, Ontario
  • Instead of continuing on our unknown path, we had decided to set up a meeting with your group.  We are pleased with your conservative disciplined philosophy, which provided a cash flow into our portfolio.  We are pleased with the amount of planning that was done before any decisions were made.  Your group completely dissected our finances to ensure you invested our assets properly.

    Frances P. Oakville, Ontario
  • After meeting with your team and reviewing the comprehensive tax, cash flow, and investment plans we decided to begin our relationship with you.  Since then we have enjoyed consistent communication with your group, including annual tax advice.  We also look forward to our reviews with you...

    Larry D. Oakville, Ontario

Connect
With Us

Address
700 Kerr St, Suite 210
Oakville, Ontario L6K 3W5

Phone
Local: 905-849-1099
Toll-Free: 877-649-1099

Hours
Monday – Friday
9:00am – 5:00pm or by appointment