HEAD OFFICE - Oakbank MB.

O.B.S. Financial Services Ltd. has been in operation since 1994.

Originally operated as Oakbank Business Solutions (OBS) and Tax Services by Stacey Bartel. 

Our Business Model is focused on being a one stop shop in rural areas. A place where our clients can go to and feel confident knowing that we are the industry leaders in True Wealth Management.

 

Meet our Team

Stacey Bartel - President and CEO

 

Stacey Bartel is the founder, President and CEO of OBS Financial.

Since 1994 Stacey has assisted 1,000's of his clients navigate thier financial future through Tax Planning and Recovery, while providing solid and proven advice and guidance in thier Investment,  Insurance and Estate Planning needs.

 

While based in Oakbank, Stacey has come to understand how the rural area's of Canada are underserviced in the when it comes to trained advice in the areas of financal management, and as a result has incorporated the discipline of Weath Management Principles  in every aspect of his practice.

 

Stacey Offers a range of Services such as Tax Planning, Investments, Insurance, Group Benefits, Mortgages, Estate and Retirement Planninfg as well as full Business Consultation to his clients.

 

Donna Beauchamp - Bookkeeping and Account Manager

 

Donna Beauchamp has been with O.B.S. Financial Since 2010, where she started with our cityplace office in a customer service/administrative position.

 

In 2013 she took on the Role as Office Manager, where she oversaw the administration of the Regent, Cityplace and Oakbank offices. Her role was to build and develop the skill set of our administrative positions and to oversee the privacy and security of our clients data on a day to day basis. At the same time, she became a dedicated account manager to many of our bookkeeping and accounting clients.

 

In 2016, She relocated to our Head Office in Oakbank, where her role has expanded to include income tax returns, CRA audits and management.

 

Donna has built a great rapport with our many clients over the last decade and looks forward to assisting you with your personal or business tax and accounting needs.

Neoma Green - Client Account Manager

 

Neoma Green started with O.B.S. Financial in 2018, as a part time term bookkeeper/account manager.

 

Neoma oversee's the day to day finances of many of our clients. She is experienced in the areas of payroll, income reporting, A/R, A/P and bank reconciliations.

 

Neoma's role as a part time account manager allows her to provide our clients with a 100% focus on their books, ensuring the accuracy needed in todays tax environment.

 

Carsen Dokken - Customer Service and Communication's Officer

 

We would like to welcome Carsen as one of the newest team members at O.B.S. Financial.

 

Carsen was born and raised in the Springfield area and is new to the work environment.

 

Carsen's main role with O.B.S. is to be your front line communication person. At many times being the key relay person to ensure that the communication between our clients and team members flows clearly and concisely.

 

Carsen looks forward to meeting you and learning the business. His main goal is to ensure that every interaction with O.B.S. Financial will  leave feeling confident that we have your best interests in mind.

 

Leah McPhail - Customer Service and Social Media Officer

 

Leah is one of our newer team members at O.B.S. Financial.

 

She is a full time university student studying education. Her role with O.B.S. is to not only provide you with an unforgetable customer service experience, but she will also be developing our social media presence so our clients can be kept up to date on the latest in all things financial.

 

Welcome to the team Leah!

 

 

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