Founded On Trust,
Empowering Success

Your Partners for
Values-Driven
Consultation.

Crafted to meet your distinct financial ambitions—delivering refined, bespoke solutions that drive growth, optimize capital, and sustain long-term success.

Welcome from our CEO

A smiling man in a dark shirt and jeans sits casually on a stool against a dark grey background, looking off to the side.

Welcome from our CEO

“At Oak, we provide bespoke, objective financial guidance to our clients that reflects their long-term goals and economic values.”

Frederik Schwarz

Founding & Managing Partner

Leadership Team

Frederik Schwarz

Principal

frederik.schwarz@oak.mb

A seasoned financial strategist, Frederik brings decades of expertise in wealth management and investment planning, guiding clients with precision and insight.

Frederik Schwarz

Principal

frederik.schwarz@oak.mb

A seasoned financial strategist, Frederik brings decades of expertise in wealth management and investment planning, guiding clients with precision and insight.

Frederik Schwarz

Principal

frederik.schwarz@oak.mb

A seasoned financial strategist, Frederik brings decades of expertise in wealth management and investment planning, guiding clients with precision and insight.

Amber Pearce

General Manager

amber.pearce@oak.mb

As General Manager, Amber ensures seamless operations and exceptional client service, combining financial expertise with a commitment to excellence.

Amber Pearce

General Manager

amber.pearce@oak.mb

As General Manager, Amber ensures seamless operations and exceptional client service, combining financial expertise with a commitment to excellence.

Amber Pearce

General Manager

amber.pearce@oak.mb

As General Manager, Amber ensures seamless operations and exceptional client service, combining financial expertise with a commitment to excellence.

Management Team

We’re looking for passionate and driven finance professionals to join our team. If you have proven experience in independent wealth management and are seeking your next challenge we want to hear from you.

Contact our team