Branching Out into New Services

A New Branch of Service &

Member of the Oak House Family

Welcome Chris Santos!

Since launching Oak House Benefits at the beginning of the year, we have worked hard to grow and strengthen the roots of the work we do. Today, we are thrilled to announce more growth; a new branch of service - Group Retirement – and the newest member of the Oak House Benefits team, Chris Santos, in the role of Group Retirement Consultant.  

Chris has over a decade of experience in the group pension and retirement industry, honed through years of service with one of the major life insurance companies and through his work within the consulting and banking industries. Chris has a passion for client service, supporting group retirement solutions through plan design and technical expertise, administration, employee communication, investment support and individual financial guidance.

Chris’ accreditations are a testament to both his passion for our industry and his commitment to service excellence. He has completed the Mutual Funds Course, Canadian Securities Course, Ontario Life License program, and received his Certified Financial Planner (CFP) designation. Currently, he is working on the last course required to obtain his Retirement Plan Associate (RPA) designation. 

Outside of work, Chris actively volunteers with Junior Achievement as a mentor for their after-school Company Program. You can occasionally find him teaching their high-school Personal Finance program, Dollars for Sense, and teaching Economics for Success at local elementary schools. 

Chris truly shares our commitment to making a difference in the lives of our clients, colleagues, and the communities we live, work, and play in. Please join us in welcoming Chris to our Oak House family!

If you are looking for group retirement solutions, don’t hesitate to reach out at anytime - we are here to help.