Big Oak Advisory Team

Our most treasured asset is our clients’ trust

Our practice has one goal

We are experienced financial professionals that take a holistic approach towards wealth management. By conducting a thorough analysis and creating a foundation built on trust, we will work with you to create a sound wealth management strategy tailored to your unique goals. Our practice is built on the values of stewardship, patience and above all else – integrity. We are driven by always acting in your best interest and building a long-term relationship with you and your family.

National award winner

In 2016, Thomas Brandt received the Financial Times Top 400 Financial Advisors award. Financial Times award.

2016

Gain valuable insights with RBC WealthPlan

Having a solid plan in place is key to achieving your goals. That’s why we're pleased to offer our clients RBC WealthPlan, a new interactive tool that will help us take an in-depth look at your objectives, any potential challenges, and how your choices may affect your long-term results. Learn how we can prepare for the future you want with RBC WealthPlan and contact us today to get started.

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.