About Us
INTRODUCTION ABOUT US
A Legacy of Excellence in Ontario
For over 30 years, Oasis Wealth Design has proudly served the Guelph community. Our reputation as a family team offering a wide range of services and products in the financial industry speaks volumes about our commitment to our clients. Before any financial decision is made, we rigorously test each plan to ensure it aligns with your unique circumstances and aspirations.
Our Wealth Management Philosophy
The reality is that every dollar spent is a lost opportunity elsewhere. That’s why we focus on understanding your wants and desires, aiming to help you protect, save, grow, and ultimately spend and enjoy your wealth. 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.
Happy Clients
Award Achievements
30
YEARS OF
EXPERIENCE
A Holistic Approach to Portfolio Management
Portfolio management is a critical component of wealth management, and our team at Oasis Wealth Design excels in this area. We take a holistic approach, aligning your investment strategy with your long-term objectives. Our goal is to optimize your portfolio while minimizing risk, ensuring that your investments work hard for you.
The Role of a Financial Advisor
A trusted financial advisor is an invaluable partner on your financial journey. At Oasis Wealth Design, our advisors are more than just experts; they are your advocates. We work closely with you to develop a personalized plan that addresses your specific needs and aspirations. With our guidance, you can achieve financial success and enjoy the life you’ve always envisioned.
Navigating Uncertainty with Confidence
In an uncertain world filled with conflicting financial advice, how can you be sure you’ve made the right decisions concerning your financial affairs? Oasis Wealth Design is here to help you put the pieces together. Our team of experienced financial advisors, including Tony Masi and Beverly Krzmarcik, provides the expertise and reassurance you need to make informed choices.
Comprehensive Wealth Management Services
Our expertise and dedication extend beyond the basics. At Oasis Wealth Design, we offer a comprehensive suite of services, including life insurance, tax return assistance, estate planning, investing, and guidance on the Canada Pension Plan and Old Age Pension in Canada. We understand that each client’s needs are unique, and our approach is tailored
Meet Our Optimistic And Faithful Visionary
CFP, Oasis Wealth Design
Tony Masi
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. As a father of four and an active community member, Tony understands the challenges of balancing life’s demands. He often spends weekends volunteering at the local church, enjoying family time, or hitting the golf course.
At Oasis Wealth Design, Tony brings his profound understanding of financial dynamics to help you declutter your “financial junk drawer.” His mission is to guide you in managing your income while considering the erosion factors that can impact it. With Tony, you’ll find peace of mind knowing your financial future is secure, allowing you to relish today.
Our Extended Partners
DaVinci Capital Partners
For individuals and families with more than $500,000 in investable assets, we offer private client portfolio management using traditional and alternative strategy funds and select access to private placements found in leading pension plans and not typically available to individual investors. With over 75 years of combined investment experience, we aim to provide stable, fully-managed portfolios using a disciplined, pension-style process to ensure that for every area we invest in, we are maximizing the return per unit of risk.
Our Extended Partners
Frank Abate
Frank Abate is a Chartered Professional Account (CPA, CA). He also holds a CFP designation (Certified Financial Planner), and TEP designation (Trust and Estate Practitioner Designation). Frank’s professional designations, along with his years of experience as a Tax Advisor (primarily with Owners of Private Corporations and High Net Worth Individuals) have provided an excellent foundation for the area of advice he currently focuses on.
