Our investment recommendations are founded on financial science, and we act in the client’s best interest, always. We hope that our mission, and our company culture align with your values.
John E. Sweeney, Financial Advisor & President
Our mission is to make a meaningful and positive difference in the lives or our clients, provide a platform for employees to grow and achieve their career aspirations, and to succeed in operating a profitable business from the fees we earn for our work.
More About John - Over 25 Years Of Industry Leading Financial Services Experience.
Started career at Gordon Capital Corporation as an associate in investment banking. Progressed through more challenging roles with Newcourt Credit Group and TD Securities where I acted as Vice President and Director of Debt Capital Markets. Consulted for Macquarie Group and National Bank and taught the fourth year Financial Markets & Institutions course McGill University's Desautels Faculty of Management.
In 2006, I launched Oakhaven Financial Group to help clients across Canada grow, protect and distribute their family's wealth. My team specializes in providing financial advice and helping to manage the savings of executives, business owners and farmers as they transition to retirement, and help those who benefit from their legacies.
In 2021, I purchased a mutual fund dealer, renamed it Oakhaven Wealth Advisor Inc. and now look to grow that dealer by providing service to our clients working together with like minded colleagues.