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Tall Oak Capital Advisors

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PREPARE. GROW. PRESERVE. We provide comprehensive advice to guide our clients’ wealth, investment, and business growth.

LONDON, Ontario

Financial Services
11–50 people

About

PREPARE. GROW. PRESERVE. Tall Oak Capital Advisors is a boutique wealth manager for physicians, farm families and businesses, wealthy individuals and families, and business owners. We provide comprehensive advice to guide our clients’ wealth, investment, and business growth.

Open positions

Associate Portfolio Manager

On-site · London

Research, analyze, and monitor client portfolios, market conditions, securities, and asset allocations; assist with trade execution and investment recommendations aligned with client objectives and risk profiles. Prepare portfolio reviews and client materials, maintain accurate records, respond to inquiries, support compliance, and collaborate with senior advisors to implement and improve investment processes.