First Oak Financial Inc. is a trusted financial planning firm located in the heart of Port Moody, BC, dedicated to helping Canadians accumulate, preserve, and distribute their wealth in a tax-efficient manner. Locally owned and operated by Jeff Graham, a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), the firm is proud to offer tailored advice and personalized service to families, business owners, and retirees throughout the Tri-Cities area.

With a strong focus on building lasting client relationships, First Oak Financial Inc. guides clients through all stages of life and business. Their services include life and health insurance solutions, investment strategies, corporate wealth and tax planning, as well as retirement and legacy planning. Whether you are a young family looking to secure your financial future, a business owner seeking to optimize corporate assets, or a retiree planning your legacy, First Oak Financial brings both expertise and genuine care to the table.

What sets First Oak Financial apart is their commitment to clarity and transparency. Clients appreciate the approachable atmosphere and the clear explanations provided for complex financial concepts. The practice emphasizes education, empowering clients to make informed decisions that align with their unique goals and values.

Located in Port Moody, First Oak Financial Inc. understands the distinct opportunities and challenges facing local residents and business owners. Their advice takes into account the regional economy, real estate market, and community resources, ensuring that each financial plan is practical and relevant.

First Oak Financial Inc. is more than a financial services provider—it’s a long-term partner in your journey toward financial security. By focusing on personalized strategies, tax efficiency, and responsive service, they have become a valuable resource for individuals and businesses throughout Port Moody and the surrounding area. To learn how First Oak Financial can help you achieve your goals, contact them at 604-363-7549 or visit firstoakfinancial.ca.