Beverly Krzmarcik and Tony Masi, Oasis Wealth Design
FREQUENTLY ASKED QUESTIONS
"It's not the product that determines your success —it's the strategy.
— Tony Masi, CFP, Oasis Wealth Design
"I have a real passion to help people protect what they can."
— Beverly Krzmarcik, BBA, Oasis Wealth Design
Learning under Tony, his daughter Beverly has joined the team full time in 2012. She has been involved in one capacity or another for the past 14 years and has been a vital part of the creation and launch of Oasis Wealth Design Group.
Having finished her Bachelor in Business Finance, she is hardworking and committed to seeing our clients succeed.
As a musician at heart, she has enjoyed singing in the Guelph Chamber Choir. Beverly is also an active member of GWIN - Guelph Women in Networking.
On the weekends she can be found spending time with her husband, Ryan and children Lilah (4) and Carter (2).
MEET THE TEAM
If what you know to be true today turns out not to be, when would you want to know about it? In an uncertain world of conflicting advice, how can you know if you've made the right decision concerning your financial affairs?
Let us help you put the pieces together. Instead of making financial decisions one at a time, in an isolated manner (micro), we advocate financial decisions based on an organized, coordinated and integrated model (macro).
There is no such thing as a separate or segregated financial decision. Because, if you spend a dollar for something; you've lost an opportunity somewhere else.
Working with Oasis Wealth, we focus on your wants and desires. Our goal is to help you protect, save, grow, and ultimately spend and enjoy your wealth. Because after all, isn't that what financial planning should be all about.
We have been here in Guelph serving our community for over 30 years. We are a family team that can offer a wide range of services and products available in the financial industry. However, before any financial decision is made, we test the plan to ensure that what you are implementing works for you.
Tony has been working in the financial industry for over 30 years. He acquired his Certified Financial Planning (CFP) Designation in 2001. As a father of 4 and an active member of our community, he understands life is busy and how easy time can slip away. He can be caught spending his weekends coaching soccer, spending time with family or hitting the golf course.
Tony’s passion is to help the community around him to sort through their financial junk drawer and come to reality with the joys of earning a good income and the erosion factors on that income! He is also aware of the impact your financial decisions can have on your family life and his job is to give you that peace of mind knowing you are prepared for your future while enjoying today!