For Your Business. For Your Family. For What’s Next.
At Oakway Financial Group, we work with business owners and families on the decisions that matter over the long term. From employee benefits and group retirement to life insurance and estate planning, we help you protect what you've built, take care of the people around you, and plan for what's ahead.
Because benefits, insurance and financial planning aren't a one-time transaction. It's an ongoing relationship with people who understand where you are today and where you want to go.
We explain the "why" behind every recommendation in plain English, not insurance-speak.
Tailored to You
No one-size-fits-all here. We design insurance strategies based on your real risks, goals, and lifestyle.
More Than Just Policies
We integrate insurance with your broader financial, tax, and estate plans so every dollar works harder for you.
Ongoing Support
We're not just here when the paperwork gets signed. We're here when life changes, markets shift, or your needs evolve.
Complete Coverage Strategy
From life and disability to corporate buy-sell and key person insurance, we align every piece of your protection puzzle.
The Bottom Line?
We don't sell insurance. We solve problems, and insurance happens to be one of the best tools to do it.
Our Services
Comprehensive Financial Protection
Oakway Financial Group offers clients the best possible protection for all of their financial needs.
Employee Benefits Consulting
Modern, sustainable benefits plans that employees actually appreciate and use. All without blowing up your budget.
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Group Retirement
Retirement programs that employees actually understand, appreciate, and use. All without overwhelming your HR team.
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Life Insurance & Estate Planning
Protect your people, your profits, and your legacy with smart insurance strategies.
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Private Healthcare
The Health Reserve is our premium private healthcare solution for executives and business owners.
Learn More →
Medcan Services
Proactive, personalized healthcare without the waiting room stress. Exclusive Oakway pricing available.
Learn More →
Our Story
Built on Trust & Loyalty
As a full-service brokerage built on the foundation of customer loyalty and trust, our aim is to develop long-term relationships with our clients so that we can provide them with the support and guidance they need.
We are committed to bringing you peace of mind by offering quality products and personalized service, helping you achieve your goals.
As one of the leading financial firms in the Greater Toronto Area, we have built quite the clientele by maintaining a strict customer-comes-first approach.
Experienced professionals dedicated to protecting what matters most to you and your business.
Advisory Team
Domenic Principe
Managing Partner, Oakway Financial Group
Benefits Consultant, Insurance & Financial Planner | B.Comm. CLU. GBA
Having been in the industry for over a decade, my main focus as an insurance planner and benefits consultant is to ensure your business, insurance needs and financial concerns are looked after.
My goal is to deliver you the highest quality advice and client service without compromise. As your advisor, I take my fiduciary duty to you with the utmost importance.
I will always place your needs first, whether we do business together or you simply would like a second opinion about some problems you may be facing.
Luca Dall'Agnese
Portfolio Manager and Financial Planner
Portfolio Manager and Financial Planner | B.Comm. CFA. CFP. CSC
Luca holds the Chartered Financial Analyst (CFA) designation and brings extensive experience in portfolio management, financial planning, and investment strategy.
His expertise spans market analysis, portfolio construction, and disciplined risk management, paired with real-world planning experience advising business owners, professionals, and high-net-worth families.
We build portfolios using multiple investment approaches, so each client has access to the tools best suited to their objectives.
Service Team
Erin Burton-Wilson
Senior Client Service Representative and Executive Assistant
erin@oakwayinsurance.ca | 905 367 6469 ext. 140
Erin brings 20 years of benefits industry experience and is a primary point of contact for day to day service on your group benefits, group retirement and individual insurance plans.
Most employee benefits programs feel like they were built in 1998. Hard to understand, hard to use, and expensive for everyone involved. At Oakway Financial Group, we do things differently.
We help Canadian businesses design modern, sustainable benefits plans that employees actually appreciate and use. All without blowing up your budget or your inbox.
The Problems We Solve
No one understands our benefits
We make your plan easy to use and easier to explain: clear education, digital tools, and on-call support.
Our costs keep going up
We analyze what's driving your renewals and negotiate with insurers or TPAs to help control rising premiums.
It's way too much admin
We streamline the setup and ongoing administration. We take the busywork off your plate.
We Can Help You:
Launch a new plan that makes sense for your size and budget
Benchmark your current plan against industry standards
Explore switching from traditional insurance to a TPA model
Add perks like Health Spending Accounts, mental health support, or wellness credits
Review executive benefit options for owners and key people
Real Advice. Not Sales Pitches.
We're not here to push a product. We're here to help you build something that works.
Ready to Build Better Benefits?
Get a complimentary benefits review and discover opportunities to enhance your program.
Private Healthcare, Personally Delivered. Complete executive care for those who can't afford to wait in line.
The Health Reserve is Oakway's premium private healthcare solution powered by GroupBenefitz. It combines proactive health assessments, global medical coverage, and executive wellness services into one comprehensive package.
Complete Executive Care
Executive Assessment or Whole-Body MRI
Half-day multi-disciplined review with same-day results for member and spouse, each policy year. Includes:
Thorough health evaluation
Identify potential future risks
Long-term optimal health plan
Complements your family physician's care
Global Medical Care
Expedited Medical Treatment:
Leave-the-line access to top facilities worldwide
Up to $1M coverage for pre-planned treatment abroad
MRIs or CT Scans within 72 hours
Emergency Travel Protection:
Up to $5M coverage for unplanned medical treatment
24/7/365 emergency travel assistance
Executive Wellness
Prevention, Recovery & Performance:
Telemedicine Virtual Care
Healthcare Navigation (Canada & abroad)
Pharmacogenetic DNA Testing
Nutrition & Diabetes Management
Virtual Rehabilitation & Athletic Therapy
EXAP Executive Coaching & Mental Health
Monthly Pricing
Coverage
Under 60
Age 60-74
Single
$411.56/mo
$491.55/mo
Couple
$823.13/mo
$983.09/mo
Family
$1,189.41/mo
$1,293.54/mo
*Monthly premiums exclude 8% provincial tax. Rates valid September 1, 2026 to August 31, 2027. Executive Health Assessment or Whole-Body MRI available to member and spouse.
Clinic Network
Choose from leading executive health clinics across Canada:
Ontario: Medcan (Toronto, Oakville), Cleveland Clinic Toronto, TELUS Health (Toronto, Ottawa), La Vie (Ottawa, Kanata, Oakville), Durand Health (Hamilton), and more.
Other Provinces: TELUS Health and partner clinics in Vancouver, Calgary, Edmonton, Montreal, Quebec City, Winnipeg, Halifax, and St. John's.
Add-On: Medical Memberships
Access your private health clinic between assessments. Get ongoing care from a dedicated physician with on-site diagnostics. Ideal for continuity of care and longevity planning. Additional fees apply.
Ready for Elite Healthcare?
Discover how The Health Reserve can protect you and your family.
Oakway Insurance & Oakway Financial Group are proud partners of Medcan, a global leader in proactive health and wellness services.
Medcan helps close the care gap with preventative healthcare solutions. Issues can be addressed sooner, leading to improved outcomes and long-term wellbeing.
Annual Health Assessment
Medcan's physician-led Annual Health Assessment is a total health blueprint to live well, for life. It includes investigations into mental health, cardiovascular and respiratory health, hearing, vision, fitness, and a dynamic blood and urine panel.
Up to 15 screening stations and tests for over 70 biomarkers, with same-day results, insights, and personalized recommendations.
Ongoing Care Memberships
Year-Round Care
Same or next-day appointments with a physician for urgent and episodic health needs. Includes after-hours medical advice from an on-call registered nurse.
Ideal for: Individuals or families looking for convenient medical care with flexibility.
Dedicated Care
Highly personalized continuity of care with a dedicated physician. 30-minute appointments and a comprehensive support team for proactive health management.
Ideal for: Those seeking a family doctor with personalized primary care experience.
M Care
Premium, concierge level of care with direct access to a dedicated physician, including after-hours and weekends. Includes annual treatment plans and genetic testing.
Ideal for: Those seeking proactive concierge-level primary care.
Enhanced Genetic Screening
With one of the largest teams of clinical genetic counsellors in Canada outside of a hospital setting, Medcan's genetic screening offerings deliver an extensive understanding of risks for hereditary cancers, disease, and many other health conditions.
Medication Effectiveness Screening: How your genetic makeup affects your reaction to medications
Heart Health Screening: Proactively manage cardiovascular disease risks
Cancer Prevention Screening: Identify genetic cancer risks
Whole Genome Sequencing: Comprehensive view of 4000+ genes
Exclusive Oakway Pricing
2026/27 program rates. Groups of 6 or more benefit from preferred rates with savings of up to 40%, plus centralized administration, a dedicated account manager and a dedicated customer service specialist.
Solution
Your Price
Retail Price
Annual Health Assessment
$3,615
$4,250
Year-Round Care Membership
$1,215
$1,430
Year-Round Care Membership, Family
$2,270
$2,675
Year-Round Care Membership + Annual Health Assessment
$4,345
$4,830
Dedicated Care Membership
$3,760
$4,175
Dedicated Care Membership + Annual Health Assessment
$6,780
$7,125
M Care Membership (includes Annual Health Assessment)
$12,485
$12,750
Genetic Screening (Medication Effectiveness, Heart Health or Cancer Prevention), each
$890
$1,050
Whole Genome Sequencing
$5,985
$6,300
*Rates shown are Oakway preferred rates for the 2026/27 program year, plus tax, and are confirmed with Medcan at enrolment. Pricing subject to change annually on November 1. Service availability varies by location; outside Ontario, Medcan services are delivered through affiliate clinics.
Clinic Locations
Toronto: 150 York St, Suite 1500 | Oakville: 2275 Upper Middle Rd East, Suite 501 | Kingsway | Collingwood: 40 Huron St, Unit 202 | York Mills (opening fall 2026) | Muskoka (seasonal): 84 Joseph St, Port Carling
Medcan services also available across major cities in Canada including Vancouver, Calgary, Edmonton, Montreal, Ottawa, and Halifax through affiliate clinics.
Ready to Access Medcan?
Contact us to learn about exclusive Oakway pricing.
