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.

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

Keller Williams

Keller Williams

Oakville Dad: Mark Loeffler


Mark is an experienced real estate sales representative, team leader and CEO of the Mark Loeffler Team with Keller Williams Signature Realty Brokerage. His hand selected team of realtors are all intent on securing the best possible deals for their clients, while sharing Mark’s passion for excellent customer service. He and his team possess a wealth of knowledge thanks to decades of combined years of experience in the GTA and Hamilton regions.

Buying his first investment property at 25 years of age, Mark has been a real estate investor for over 20 years with a current portfolio of more than 100 units. He has been featured in Canadian Real Estate Magazine and appeared on numerous TV and radio programs. He is author of two bestsellers – Investing in Rent-to-Own Property – A Complete Guide for Canadian Real Estate Investors, Fix & Flip The Canadian How To Guide for Buying Renovating and Selling Property for Fast Profit. He has helped educate hundreds of investors in his own series of seminars to help them realize their dreams of property ownership.

Assante Wealth Management

Assante Wealth Management

Oakville Dad: Per Homer


Business owners face unique challenges. I help business owners like you to reduce their tax bill, plan for retirement, and protect their family and loved ones if something were to happen to them.

When you work with us, we start with a 15 minute phone call to learn more about you and see if I can help.

I then help business owners by creating and implementing a financial plan that:
✅ Answers your financial questions and concerns
✅ Offers clear, actionable solutions to reduce your tax bill
✅ Maximizes the opportunities that your corporate structure affords you
✅ Protects your family and loved ones
✅ Gives clear action steps towards creating the financial security and freedom you desire

I can’t help every situation, but if there is a clear benefit to working together we will begin the process of creating and implementing your new plan.

⭐Let’s have a conversation and see if I can help 905-277-7924 /