Frequently Asked Questions

Do You Have Any Questions?

Is there a minimum needed to work with OBS?

There’s no minimum amount needed to work with us

We pride ourselves on helping new professionals with building their wealth. Whether it is creating your TFSA account or saving for a home we are here to help!
We manage all our portfolios with the same level of exceptional service.

How does OBS charge?

We charge based on the size of our engagement/ portfolio. We believe that we should only be making money when you are making money. 

Does OBS offer free consultation meetings?

Yes, we do! 

We offer a free consultation for any new service. Whether you are an existing client or completely new. We are here to support you in every way possible. 

Do we offer payroll & accounting services?

Yes we do!

We offer a variety of accounting services including payroll management, bookkeeping, invoice management, and more!

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