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(705) 812-2168

Toll free: 1(866) 247-1593

service@oakhavenwealth.com

 

4 Cedar Pointe Drive

Unit B1

Barrie, Ontario, L4N 5R7

Fax: (705) 812-2172

To Our Valued Clients:

As part of a planned transition, Don and Edith Reid have decided to sell their ownership of Altimum Mutuals to John Sweeney.  The Reids have known John for more than seven years and will remain with the organization.  There are no changes to your investments or your accounts.  The name of the dealer has changed from Altimum Mutuals Inc. to Oakhaven Wealth Advisors Inc. and the head office is in Barrie. St. Catharines will continue to be a vibrant branch with continued service from Oakhaven Wealth Advisors around the golden horseshoe.