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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Five Oaks Private Wealth, we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

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Meet the team

Nathan Révoal
Nathan S. Révoal
Investment Advisor (Pending Registration)
Ryan Moroney (1)
Ryan Moroney, MBA, CIM®
Portfolio Manager
David-1
David Montreull
Portfolio Manager

Team values

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Vision

Helping people live life with confidence, purpose, and financial freedom.

Our vision is to become the trusted financial partner families turn to through every stage of life. By taking the time to understand what matters most and is important, we provide personalized advice, long-term guidance, and comprehensive financial planning that helps clients make informed decisions. Every recommendation is built around their goals, their values, and the future they want to create.

Mission

We make it personal. 

Every client has a different story, different priorities, and different dreams. That's why we take the time to listen first and build strategies that reflect each client's unique journey. Our mission is to create long term, lasting relationships founded on trust, value, education, and care, helping individuals and families navigate life's financial decisions with confidence today and for generations    to come.

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Value Proposition

Your goals deserve more than an investment plan — they deserve a strategy for life.

Through comprehensive financial planning, investment management, risk management, and ongoing guidance, we help simplify financial decisions and bring every piece of your financial life together. Our role is to help you make informed decisions, stay focused on what’s important to you, and move forward with confidence as you work toward the future you envision.

Supporting our community

Calgary Blacks chamber logo

At Five Oaks Private Wealth, we believe in supporting organizations that strengthen our local community and create opportunities for growth. Through our involvement with the Calgary Black Chambers, we are proud to support initiatives that empower entrepreneurs, foster business development, and promote economic inclusion. This partnership reflects our commitment to building meaningful relationships, encouraging innovation, and contributing to a stronger, more connected community.

We proudly support Asthma Canada, an organization dedicated to improving the lives of Canadians affected by asthma through education, advocacy, research, and support. By contributing to their initiatives, we help raise awareness, promote better respiratory health, and support efforts to improve access to care and resources for those living with asthma. Our commitment to this cause reflects our ongoing dedication to supporting healthier communities and making a meaningful difference in the lives of others.

Supporting youth development and education is an important part of Five Oaks Private Wealth's commitment to the community. Through our support of the St. Gabriel the Archangel High School Athletic Department, we help provide students with opportunities to build confidence, develop leadership skills, and foster teamwork through athletics. Our involvement reflects our dedication to encouraging healthy lifestyles, personal growth, and the success of the next generation.

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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.