ORACLE FINANCIAL SERVICES

Who we are

Oracle Financial Services pride's itself on being one of the leading financial services firms in Northern B.C- with offices based in Terrace and Kitimat. We are a local business with deep roots within our community and an understanding of  the businesses and industries that make our towns thrive. The culmination of our experience, innovation of technology and a passion for the North enable us to develop customized, and unique strategies for the people that are the backbones in this community we call home. 

​

       Call us to discuss:

​

• Private Wealth Management

• Insurance Strategies

• Group Insurance and Employee Benefits

• Asset Allocation/Diversified Strategies

• Portfolio Rebalancing

• Financial Planning

• Estate & Trust Planning

• Asset Protection

• Intergenerational Wealth Transfer

• Personalized Wealth and Financial Education

• Travel Insurance

FINANCIAL PLANNING

See the difference our advisors make helping you achieve your goals and dreams.

TAX & ESTATE PLANNING

Our advisors work alongside your accountant to provide insights into tax efficient strategies.

INSURANCE PLANNING

Everything from life, accident and sickness to travel insurance. Let our advisors plan for the road ahead.