Domenico Poletto

Driven by the tangible, positive impact he can have on his clients’ lives, Domenic works hard to provide value and personal service in all his interactions. When it comes to finances, his primary inspiration comes from seeing his clients more prepared for life than when they first come through this door. Domenic’s role as an Investment Advisor involves working alongside key principals in the practice and fostering client relationships, responding to requests, creating Holistic Wealth Management Plans for clients, processing security transactions, and collaborating with the team.

Domenic first discovered his interest in the financial world during an undergraduate class in Personal Finance where he learned the importance of financial literacy and how much of an impact it creates in people’s lives. He spent his university years studying for a Bachelors Degree in Business Administration, majoring in Finance. Since then, he has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), and the Wealth Management Essentials (WME). He is currently pursuing his Chartered Investment Manager (CIM) designation and is licensed as an Registered Representative.

Domenic has always been part of a team. From his days playing soccer at Trinity Western University, BC where he earned a scholarship, to his current position on the Oakwater team, his personable nature has given him the drive to succeed. He continues to enjoy many sports, with soccer and golf taking the lead as his favourites.

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