We’re thrilled to unveil our refreshed brand under our new name: Tall Oak Capital Advisors.
Why did we change our name from Tall Oak Private Wealth to Tall Oak Capital Advisors?
As Tall Oak Private Wealth, we were operating as a branch and registrant with Raymond James Ltd. In January of 2023, we successfully obtained independent registration with the Ontario Securities Commission as an investment fund manager, portfolio manager, and exempt market dealer under the name Tall Oak Capital Advisors.
This transition is an opportunity to build upon the Tall Oak team’s growth and success with the goal of positioning us as one of the leading managers in Southwestern Ontario’s wealth and investment management market.
What does this new chapter bring?
This exciting transition is another step forward as we look to bring innovative, client-centric wealth management solutions that will help our clients grow their wealth over the long term.
As a client of Tall Oak Capital Advisors, you get personalized financial advice with sophisticated investment management – all delivered with the high degree of service you deserve.
To learn more about what we do, explore our newly refreshed website! If you enjoy social media, please connect with us.
As always, please do not hesitate to connect with us at any time.
Your Tall Oak Capital Advisors team
The views expressed in this commentary are those of Tall Oak Capital Advisors as at the date of publication and are subject to change without notice. This commentary is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice. Statistics, factual data and other information are from sources Tall Oak believes to be reliable but their accuracy cannot be guaranteed. This commentary is intended for distribution only in those jurisdictions where Tall Oak Capital Advisors are registered. Securities-related products and services are offered through Raymond James Correspondent Services Ltd., member Canadian Investor Protection Fund. Insurance products and services are offered through Gryphin Advantage Inc., which is not a member-Canadian Investor Protection Fund. This commentary may provide links to other Internet sites for the convenience of users. Tall Oak Capital Advisors is not responsible for the availability or content of these external sites, nor does Tall Oak Capital Advisors endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy which Tall Oak Capital Advisors adheres to.
