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About Us

Based in Halifax, Oltre Financial is an innovative software company that has developed a user-friendly Software as a Service (SaaS) platform. Through the combination of an intuitive front-end interface and our proprietary tax and estate optimization algorithms, Oltre provides users with an in-depth financial action plan. This includes a personalized deposit and withdrawal strategy that minimizes the user's tax liability throughout their lifetime.

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Our Vision

We envision a world where everyone is empowered with the knowledge and tools to confidently navigate their financial journey.

Our Mission

Our mission is to develop and provide cutting edge software for individuals to take control of their financial future by making informed decisions.

Core Values

  • Innovation
  • Transparency
  • Integrity
  • Empowerment
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