Financial planning made human, accessible, and empowering.
OUR MISSION
OUR MISSION
We offer thoughtful, personal, and expert financial guidance that gives people clarity, direction, and confidence in the life they’re building.
The OBEO promise
CLARITY
We make the complex, simple.
RESPECT
Your story drives what we do.
CARE
We create relationships, not transactions.
GUIDANCE
We give honest advice. You make the call.
INTENTIONALITY
Nothing we do is off the shelf.
We work with people who have outgrown generic financial advice. People that want a provider who understands the complexities of juggling business, family, and finance.
As entrepreneurs and parents ourselves.
We’re here to say:
We get it. We’re here. And we care – a lot.
Our Story
Sarah Cronin
Founder, Owner
Joyce Oskoboiny
Partner
Daniela Page
Director of Group Benefits
Valery Mafra
Account Manager, Group Benefits
Stefanie Höck
Client Service Manager, Planning Group
Tina Seto
Client Service Manager, Planning Group
Lais Ferreira
Account Manager
Shelly Ross
Executive Assistant
The best providers for your goals
As an independent firm, we’re free to choose who we work with. Our plans bring together Canada’s best specialists and providers, curated to address your unique needs and goals.
Let’s find the best way forward together
Tell us about your goals and challenges and let us help you with a custom plan.
START A CONVERSATION