Oak Point Financial
 "We understand that our success begins and ends with you"

It is our Mission to provide comprehensive solutions that inspire confidence about our clients and their financial future.

Let Us Help You Master Your Money
Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation), needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations. 

We specialize in helping to meet the needs of families and individuals. From helping to grow and preserve your assets, to managing taxes and planning for the future, we believe you can count on us to help you achieve your objectives. Our focus is providing you with the exceptional client service by leveraging deep financial expertise across a wide range of disciplines.




 

 

 

We believe that, when done properly, managing your finances is an important element to help ensure the quality of your life.  There is simply no better way to make the most of your life.  You owe it to yourself...and those you care about.

-Jim Hawryluk, AIF® 
Founding Partner