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Red Oak Financial

Red Oak Financial

Helping you reach your financial goals.

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News

Our latest newsletter:

The-Elephants-Ear-Sept-2025-FINAL

The-Elephants-Ear-May-2025-FINAL

The-Elephants-Ear-Feb-2025-FINAL

The-Elephants-Ear-Dec-2024-FINAL

Find Us

Address
PEI Office:

535  North River Rd. Unit 2
Charlottetown, PE
C1E 1J6

NS Office:

1148 Bedford Hwy
Bedford, NS
B4A 1B8

Phone: (902) 629-6290
Fax: (902) 629-6299

Hours
Monday—Friday: 9:00AM–5:00PM

Disclaimers

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The particulars contained herein were obtained from sources which we belive reliable but are not guaranteed by use and may be incomplete.  The opinions expressed have not been approved by and are not those of Investia Financial Services Inc.  This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

 Investia Privacy Policy

Mutual funds are offered through Investia Financial Services Inc. (“Investia”).  Mutual funds are sold exclusively by Representatives are licensed by provincial regulators and registered with Investia.  Commission, trailing commissions, management fees and other expenses may be associated with mutual fund investments.  Please read the Fund Fact or prospectus carefully before investing.  Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

Insurance products and services are offered through Manulife Securities Insurance Inc.

Segregated fund products are offered through Manulife Securities Insurance Inc.

Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

Income Tax preparation is completed through Red Oak Financial.

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