Business Details
32 Years
experience
Your Trusted Financial Advisers in Oakbank, MB
Founded in 1994, OBS Financial has built a reputation as a trusted partner in wealth management and financial planning. With over 30 years of experience, our team of certified professionals specializes in personalized strategies that address tax optimization, investment growth, retirement income, and insurance solutions. We prioritize ongoing education to stay at the forefront of industry best practices, ensuring clients receive actionable insights tailored to their unique life stages and financial goals.Our commitment to transparency and client-centric service has earned us long-term relationships with individuals and families seeking to build and preserve wealth. By integrating tax planning, estate management, and risk mitigation, we empower clients to navigate financial complexities with confidence while fostering financial literacy through educational resources and one-on-one guidance.
Services
Wealth Management
Investment Management
RESP Plans
Retirement Income
Insurance Services
Accounting Services
Details
- Year established: 1994
Highlights and features
- We have over 30 years of experience in wealth management and tax planning
- Our team consists of certified professionals with expertise in financial education
- We offer personalized strategies tailored to individual life stages and goals
- We provide free consultation meetings for new clients and services
- We integrate tax, investment, and insurance planning for holistic solutions
Associations and certifications
- Certified Wealth Management Instructor
What people say
Excellent service
Timely response
Trustworthy team
Professional expertise
Consistently excellent
Services
Wealth Management
Our wealth management services combine tax optimization, investment growth, and risk management strategies tailored to individual life stages. We help clients protect and grow assets through personalized plans that address retirement income, estate planning, and debt management while prioritizing financial education and long-term security.
Investment Management
We offer customized investment solutions including RRSP accounts and segregated funds designed to match clients' risk tolerance and financial goals. Our approach focuses on diversification, market volatility protection, and creditor safeguards while maintaining flexibility for changing life circumstances.
RESP Plans
Registered Education Savings Plans help families save for post-secondary education with tax-free growth and government grants. We guide clients through maximizing CESG contributions, optimizing investment strategies, and utilizing funds for tuition, books, and related expenses while planning for long-term educational goals.
Retirement Income
Our retirement income planning creates sustainable income streams through strategic asset allocation and tax-efficient withdrawals. We develop personalized plans that coordinate government pensions, personal investments, and estate considerations to maintain clients' desired lifestyle throughout retirement while minimizing tax liabilities.
Insurance Services
We provide comprehensive insurance solutions including segregated funds, critical illness coverage, and travel insurance. Our approach balances protection against market volatility, creditor risks, and unexpected medical expenses while ensuring beneficiaries receive tax-efficient transfers through structured financial vehicles.
People
Stacey Bartel
President & Founder
With over 30 years of experience, Stacey Bartel established OBS Financial after discovering tax optimization opportunities in his own financial journey. A Certified Wealth Management Instructor, he specializes in integrating tax strategies with investment planning to help clients achieve financial freedom through education and personalized solutions.
Questions
What services does OBS Financial Services offer?
We provide wealth management, investment planning, RESP accounts, retirement income strategies, insurance solutions, and accounting services tailored to individual financial goals.
Do you require a minimum investment to start working together?
No minimum investment is required. We work with clients at all financial stages, from starting TFSA accounts to managing multi-million dollar portfolios.
How can I reduce my tax liabilities?
We implement strategies like expense tracking, income shifting, and investment structuring to optimize tax efficiency while maintaining compliance with current regulations.
What makes your wealth management approach unique?
Our integrated approach combines tax planning, investment management, and insurance solutions with ongoing financial education to create personalized, long-term strategies for each client.
Do you offer free initial consultations?
Yes, we provide complimentary consultation meetings for new clients to discuss financial goals and determine the best approach to meet their specific needs.
