- 200 Edinburgh Rd N, Guelph, ON N1H 5R9, Canada
- [email protected]
Control your money. Don’t let your money control you.
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.
Discover how we can help you maximize your savings through tailored wealth management solutions like RRSPs, GICs, TFSAs, and high-interest savings accounts.
We offer tailored investment solutions to meet your unique needs, helping savers, investors, and financial planners achieve their financial goals.
Are you ready to transform your retirement portfolio? With Oasis Wealth Design, savers and investors can achieve financial freedom through expertly tailored retirement solutions.
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.
EXPERIENCE
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.
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.
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.
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.
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.
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.
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.
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.
+1 519-821-9820
+1 519-821-9820
Write to us and we will get back to you promptly.
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.”
When it comes to securing your financial future, taking the right steps today can set you on the path to lasting prosperity and security. At Oasis Wealth Design, we believe that financial success is within your reach, and we’re here to guide you with expertise and personalized care. Our holistic approach to wealth management integrates risk tolerance, investment strategies, and tax planning, empowering you to navigate the financial landscape with confidence. Whether you’re planning for retirement, saving for a major life event, or looking to expand your investment portfolio, our team of seasoned professionals stands ready to support you in achieving your financial aspirations. Now is the time to seize control of your financial destiny and embark on a journey that promises growth, security, and peace of mind. Join us at Oasis Wealth Design, and let’s build a brighter financial future together.
