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Oak Tree Financial ServicesFinancial advisor in North Perth, ON

Oak Tree Financial Services is a financial advisor at 406 Wallace Ave N, Listowel, ON N4W 1L3, ranked #7 of 18 financial advisors in North Perth and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

North Perth, ONUpdated 0 paid placements in any rankingHow we rank

Call (519) 291-1353Website ↗

Key facts

Key facts about Oak Tree Financial Services
Address406 Wallace Ave N, Listowel, ON N4W 1L3, North Perth, ONGet directions
Phone(519) 291-1353
Websiteoaktreefinancial.ca
HoursMonday and Tuesday: 8:30 AM – 5 PM; Wednesday and Thursday: 8:30 AM – 4:30 PM; Friday: 8:30 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Based in North Perth, ONView on map

Opening hours

Opening hours for Oak Tree Financial Services
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oak Tree Financial Services

How is Oak Tree Financial Services ranked in North Perth?

Oak Tree Financial Services is ranked #7 of 18 financial advisors in North Perth by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Oak Tree Financial Services’ hours?

Oak Tree Financial Services is open Monday to Friday. Its listed hours are Monday and Tuesday, 8:30 AM – 5 PM; Wednesday and Thursday, 8:30 AM – 4:30 PM; Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What do Google reviews say about Oak Tree Financial Services?

Oak Tree Financial Services has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Oak Tree Financial Services?

Call Oak Tree Financial Services on (519) 291-1353. The business is at 406 Wallace Ave N, Listowel, ON N4W 1L3, North Perth, ON. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Oak Tree Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Oak Tree Financial Services (this business)—645.0 (4)NoNo
VFG Wealth (Formerly Vancea Financial Group)#5664.9 (34)NoNo40.0 km
T.E.A.M. Financial Solutions#6655.0 (24)NoNo38.0 km
BMO Bank of Montreal#8642.7 (9)NoNo0.4 km

See all 18 ranked financial advisors in North Perth