Volpe Financial Solutions

Volpe Financial Solutions

Oakville Dad: Brett Volpe

Brett Volpe
Owner and Chief Investment Officer
(416) 702-1017

Mission Statement:

Our family-owned brokerage focuses on finding an ideal insurance and investment solution to fit your personal or corporate needs. We strive to deliver service that is over and above your expectations

If you’re looking for a one-on-one client experience in which you’re presented with every possible financial tool on the market, we can help. We don’t work for any bank or insurance company, so you receive the best options out there.

Richard J Demille Insurance & Financial Services Ltd

Richard J Demille Insurance & Financial Services Ltd

Oakville Dad: Richard Demille

Richard has over 13 years in the insurance industry, in Oakville, helping local families navigate the different products and coverages available to them. He represents Desjardins Insurance as a local independent Agent, who loves giving back to the community and sponsoring many different events. His experience ranges from Auto and Home Insurance to Financial Services. The goal of the Richard Demille Agency is to ensure our clients understand their products, know they can turn to us for advice as their lives change and provide protection for the unexpected.

Business address: 2379 Trafalgar Rd. Unit C2 (in the Winners Plaza) Oakville, ON L6H 6K7

Phone: 905-257-0111

Email: rich.demille@desjardins.com


Edward Jones

Edward Jones

Oakville Dads member: Sean Urie, CIM®


Phone number: 905-829-4706 


It is my belief that with the right person by your side you can build a bright financial future. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, I will partner with you, your accountant, lawyer and other professionals to get you to where you want to be.

I work with are a select group of successful business owners, professionals and individuals who take planning their future seriously – and I’m passionate about getting to truly know them. Listening attentively to understand what is important to my clients is a skill that was engrained in me from the time I began my career on the Institutional Equity Sales & Trading desk at a global investment bank. Over the course of 18 years on the Institutional side, I provided tailored investment advice to professional portfolio managers and buy-side traders. Today I am honoured to provide families in Oakville tailored goals-based financial advice to help fulfill their dreams.

I grew up in Ottawa and after graduating University with a Finance degree, I moved to Dublin, Ireland to begin my career and to experience Europe. When I’m not at the office, I enjoy playing hockey, golf, guitar and most of all, spending time with my wife and two daughters.

I understand that investing and the decisions that come with it can be very overwhelming, but with our team by your side utilizing our 5-step process, we will work with you to make sense of investing.


Sean Urie, CIM®

Financial Advisor – Edward Jones

1148 Winston Churchill Blvd, Unit #1, Oakville, ON  L6J 0A3

Office: 905-829-4706  |Mobile: 416-558-8449|Fax: 877-335-9394


Website: www.edwardjones.ca/sean-urie

Linked In: www.linkedin.com/in/seanurie/

Facebook: www.facebook.com/SeanUrieEdwardJones

Circle Mortgage Group

Circle Mortgage Group

Oakville Dad : Jivan Sanghera

Circle Mortgage Group gives you not only the best mortgage rates but also that Old School advice.

At Circle Mortgage Group we believe that each consumer should get advice prior to entering in to any Mortgage Approval. Assistance in understanding the nuances of each and every lender that offers them a mortgage. Taking the time to do this results in a happy and informed client. We make sure you understand how your rate is calculated but also how your Mortgage Penalty is calculated. So in the event that a life change happens, you are already prepared and you know how your Mortgage can move with you.