Trusted Wealth Management Expertise in Guelph for Over 30 Years

What's Your Money Mindset?

Control your money. Don’t let your money control you. 

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Maximize Protection

Life insurance offers peace of mind by safeguarding your financial future. It acts as a crucial safety net, ensuring stability for your loved ones and your business.

Maximize Savings

Discover how we can help you maximize your savings through tailored wealth management solutions like RRSPs, GICs, TFSAs, and high-interest savings accounts.

Maximize Financial Growth

We offer tailored investment solutions to meet your unique needs, helping savers, investors, and financial planners achieve their financial goals.

Maximize Retirement Enjoyment

Are you ready to transform your retirement portfolio? With Oasis Wealth Design, savers and investors can achieve financial freedom through expertly tailored retirement solutions.

A Legacy of Excellence in Guelph

Our Wealth Management Philosophy

At Oasis Wealth Design, we recognize that financial decisions should not be made in isolation. Instead, they should be part of an organized, coordinated, and integrated model. This approach ensures that your financial affairs align with your long-term goals. We advocate for making decisions from a macro perspective, avoiding the pitfalls of micro-level financial planning.

Insurance

30+

YEARS OF

EXPERIENCE

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Beverly Krzmarcik, BBA

Beverly Krzmarcik joined Oasis Wealth Design full-time in 2012, having been involved in various capacities for the past 15 years. Learning under Tony, Beverly has become an integral part of our team, contributing significantly to the creation and launch of Oasis Wealth Design Group.

Tony Masi, CFP

For over 30 years, Tony Masi has been working tirelessly in the financial industry. His commitment to providing exceptional service is evident in his acquisition of the Certified Financial Planning (CFP) designation in 2001. With Tony, you’ll find peace of mind knowing your financial future is secure, allowing you to relish today confidently.

Secure Your Future with Expert Wealth Management and Investment Strategies

What We Offer

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Insurance

Our mission is to provide you with unbiased and comprehensive advice that truly benefits you and your loved ones. With a wide range of life and health insurance services, we ensure an approach tailored specifically to your needs.

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Investment Plans​

Whether you’re a high net worth individual, a retiree planning for a comfortable future, or an entrepreneur seeking to make your money work for you, our investment plans are tailored to meet your specific needs.

Tax Strategy

At Oasis Wealth Design, we believe that effective tax strategy is the key to building and preserving wealth. Our comprehensive services are designed to help clients across the financial spectrum-Navigate the complexities of tax planning with confidence.

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Will & Estate Planning

Planning for the future is essential, especially when it involves the ones you love. At Oasis Wealth Design, we specialize in will and estate planning services tailored for high net worth individuals, retirees, retirement planners, and families. 

Savings & Lifestyle Cashflow Planning

Our dedicated team of wealth management experts are here to provide you with the tools and strategies needed to feel in control of your income without feeling restricted. It’s about aligning your financial behavior with your personal goals to create lasting prosperity.

Wealth Management
Financial Portfolio Building

At Oasis Wealth Design, we understand that building and maintaining a robust financial portfolio is a crucial step towards securing your financial future. Our expert team specializes in crafting personalized investment plans tailored to meet the unique needs and aspirations of our clients.

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Trusted Wealth Management Expertise in Guelph for Over 30 Years

Optimize Your Tax Returns and Investments for Maximum Benefit

Unlock the Potential of Your Canada Pension Plan with Our Guidance

Tailored Portfolio Strategy and Estate Planning for Lasting Peace of Mind

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Our Happy Customers
5 Star Review
5/5
BOOK APPOINTMENT

Book Appointment To Find Out What's Best For You

CALL US :

+1 519-821-9820

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We offer insurance products from more than 15 companies

We Follow Simple Steps To Insurance Finance

01.
Unbiased advice that fits best for you
02.
Choose the best policy from 15 different companies
03.
Insured with Policy
Get In Touch

Book an appointment to build tailored solutions for your needs & goals

CALL US :

+1 519-821-9820

Write to us and we will get back to you promptly. 

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Happy Clients
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Years of Excellence
CLIENT'S TESTIMONIAL

What Our Clients Say About Our Company

5/5

Tony and Beverly have been great to me and my family, i’ve dealt with them for atleast 15 years and watched as their business grew and evolved into what they are now. I have the utmost confidence in their ability to plan for my families future and am very thankful for all they have done. I strongly suggest anyone who’s interested in planning for their future to meet with them and see everything they can offer.

That’s important these days. They make you feel at home in their offices.”

Ken N
Oasis Wealth Design Client
5/5
Beverly is an expert. Work with her. She understands the complexities of owning a business and we are now on a totally different trajectory because of her.
 
Justin Frenette
Oasis Wealth Design Client​
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