Business Details
Trusted Financial Advisers in Canada
At Ozturk Financial, we operate on the foundational principles of respect, integrity, and professionalism, always prioritizing our clients' best interests. With over 35 years of combined experience, our team delivers personalized financial solutions tailored to individual goals, spanning insurance, investment planning, risk management, and legacy planning. We are committed to ethical practices, transparent communication, and continuous education to empower clients with informed decisions.Our mission is to be Canadians' first choice for financial planning, bridging innovative strategies with time-tested principles to build lasting wealth and security. We serve upwardly mobile, entrepreneurial clients seeking comprehensive guidance for retirement, tax efficiency, and intergenerational wealth transfer.
Services
Term Insurance
Investment Planning
Group Benefits
Risk Management
Legacy Planning
Portfolio Management
Universal Life Insurance
Whole Life Insurance
Hybrid Insurance
Tax Efficient Planning
Highlights and features
- We offer 35+ years of combined experience in financial planning.
- Our team provides personalized, ethical financial solutions.
- We specialize in comprehensive wealth management strategies.
- We prioritize transparent communication and client education.
- We deliver tailored insurance and investment planning services.
Services
Term Insurance
Term insurance provides affordable, temporary life coverage tailored to specific financial obligations. We help clients select policies aligned with their income protection needs and family security goals. Our solutions ensure peace of mind through customizable term lengths and competitive rates.
Investment Planning
Our investment planning focuses on disciplined, long-term strategies for wealth accumulation. We analyze risk tolerance and financial objectives to create diversified portfolios balancing growth and value across market caps and ETFs. Clients benefit from ongoing portfolio monitoring and performance reviews.
Legacy Planning
Legacy planning ensures tax-efficient, multi-generational wealth transfer through customized estate strategies. We implement trusts, gifting plans, and insurance solutions to preserve assets while minimizing tax liabilities. Our approach safeguards family wealth for future generations.
Risk Management
Risk management identifies financial vulnerabilities through income protection, disability, and critical illness coverage. We design comprehensive safety nets to mitigate unexpected events, ensuring clients maintain financial stability during emergencies or health challenges.
Group Benefits
Group benefits solutions offer tailored health and dental plans for businesses. We help employers design competitive benefit packages that attract talent while managing costs. Our services include plan selection, employee education, and claims management support.
People
Oguzhan Ozturk
Founder and CEO
With decades of financial industry experience, Oguzhan leads Ozturk Financial in delivering ethical, client-focused solutions. He specializes in wealth management and strategic planning.
Chad Wilson
Mortgage Specialist
Chad provides expert mortgage guidance, helping clients secure optimal financing solutions aligned with their long-term financial goals and investment strategies.
Peggy Watson
Office Manager/Executive Assistant
Peggy ensures seamless operations and client support, leveraging her organizational expertise to maintain the firm's high service standards and efficiency.
Questions
What financial services do you specialize in?
We specialize in term insurance, investment planning, legacy planning, risk management, and group benefits tailored to individual client needs.
How do you create personalized financial plans?
Through detailed consultations, we assess your goals, risk tolerance, and financial situation to design customized strategies for long-term security.
Are your advisors certified professionals?
Our team includes experienced advisors with advanced industry training and commitment to ongoing professional development in financial planning.
How do you handle investment portfolio management?
We monitor market trends and client portfolios regularly, adjusting strategies to maintain alignment with evolving financial objectives and market conditions.
What areas do you serve?
As an independent firm, we serve clients across Canada through personalized financial planning and advisory services.
