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, where our clients can go to feeling confident that we are the industry leaders in True Wealth Management.
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 advive 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
SDonna 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, wher she oversaw the administration of the Regent, cityplace and oakbank office's. 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 book keeping and accounting cliemts.
In 2016, She relocated to our Head Office in Oakbank, where her role has expanded to include Income tax returns, CRA Audits Management.
Donna has built a great report 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 Since 2018, as a part time term book keeper / account Manager
Neoma Oversee's the day to day finances of many of our clients. She is experienced in the area's 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 thier Books, ensuring the accuracy needed in todays Tax Environment
Carsen Dokken - Customer Service and Communication's Officer
We would like to Welcome Carsenas one of the newest team members to OBS Financial.
Carsen is born and raised in teh springfield are and is new to the work environment
Carsen's main role with OBS 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 OBS Financial will leave knowing feeling confident that you have yopur best interests in mind.
Leah McPhail - Customer Service and Social Media Officer
Leah is our newest addition to the O.B.S. Team.
She is a Full Time University Student studying Linguistics. Her role with OBS is to not only provide you with an unforgetable customer service experience, but she will be developing our Sociial media presence so that our clients can be kept up to dates on teh latest in all things financial.
Welcome to the Team Leah