OAKU FINANCIALS: YOUR #1 CHOICE FOR GENERATIONAL FINANCIAL GROWTH

What Can Oaku Financials Help You With?

Turn complexity into measurable financial opportunities.

SAVE MORE

Identify leakage, reporting gaps, avoidable costs and structural inefficiencies—then coordinate the right professionals to address them.

EXPAND REVENUE + WEALTH OPPORTUNITIES

Explore additional business, education, licensing, digital-asset and tokenization opportunities aligned with the client’s goals and risk profile.

PROTECT + RECOVER VALUE

Strengthen fraud, cyber, custody and recordkeeping readiness while coordinating recovery, forensic, legal and tax specialists when problems arise.

How We Complement Your Professional Team

Add specialist capabilities without replacing trusted advisors.

PREMIER DIGITAL-ECONOMY EXPERTISE

Bring specialized knowledge across crypto, DeFi, blockchain, tokenization, wallets, custody, 1099-DA reporting, fraud, cyber and digital-asset recovery.

COMPLEMENT—DON’T REPLACE—THE TEAM

Oaku connects the dots across CPAs, EAs, attorneys, financial professionals, bookkeepers and technology specialists while each professional remains in their role.

UNIQUE CONTENT + CONTINUOUS EDUCATION

Extend the team with Oaku-created research, executive briefings, infographics, guides, training and professional resources designed for the rapidly evolving New Digital Economy.

The Team Behind Your Strategy

CREDIBILITY

Anyck Turgeon

Founder & CEO • Digital Economy Strategist • Certified Tax Advisor
• Fraud & Cybersecurity Expert

Anyck Turgeon is the Founder & CEO of Oaku Financials and a C-level strategist with more than 35 years of experience spanning financial services, technology, cybersecurity, fraud prevention, transformation and emerging digital assets. In addition to her exposure to many global financial leaders through IBM (Citibank, Wells Fargo, JP Morgan Chase, Mizuho), Oracle (Bank of America, Goldman Sachs, U. S Nank, Sumitomo and PNC) and Prism Solutions (Zurich Bank & Insurance, Bank of New York Mellon, HSBC BNP Paribas, Barclays)—Bill Inmon’s data warehousing organization—her career has included leadership and advisory work across organizations including Visa, the Ontario Securities Commission (OSC), NASDAQ, Société Générale, Royal Bank of Canada, Toronto Dominion Bank and Toronto Stock Exchange, encompassing strategy, innovation, financial transformation, cybersecurity, fraud and complex technology environments.

Her work has increasingly converged around the New Digital Economy—bringing together tax strategy, crypto and digital-asset reporting, blockchain, DeFi, tokenization, fraud prevention, cybersecurity and digital-asset recovery. She has completed extensive specialized training across tax advisory and blockchain disciplines and holds credentials spanning tax, blockchain architecture, fraud investigation, crypto-asset recovery and transformational coaching.

At Oaku, Anyck’s role is to connect the dots across disciplines. Rather than replacing a client’s professional team of CPAs, EAs, attorneys, financial professionals and other trusted advisors, she helps identify gaps, resolve emerging issues and focus on growth opportunities. Building on an award-winning career in cybersecurity, resiliency and fintech, Anyck now specializes in blockchain, decentralized finance and digital-asset solutions that support participation and growth in the New Digital Economy. Her focus is developing new solutions that help individuals and organizations pursue generational wealth.

SELECT CREDENTIALS & EXPERIENCE

Certified Tax Advisor (MSCTA)

Certified Blockchain Architect (CBA)

Certified Fraud Examiner (CFE)

Certified Crypto Fraud Investigator (CCFI)

Certified Crypto Assets Recovery Expert (CCARE)

Master Certified Life & CBT Coach (MCLCC)

Plus 40+ other professional certifications“

OAKU TEAM

William H. “Will” Shannon

Digital Assets Expert • Certified Tax Advisor • Aviation & Transportation Leader

As a serial business owner, captain and transportation instructing expert, Will Shannon brings adistinctive combination of brilliant analytical insights, rapid decision-making, technical trainingand real-world operating experience. As his career has required high discipline and fault-proofexcellent, Will now helps business owners, high-wealth individuals and executives redesign theirfinances towards generational wealth. Will continues to deliver precision, regulatory complianceand sound judgment under pressure are non-negotiable.As we enter the New Digital Economy, Will serves as an industry podcasting leader and covers allaspects of digital assets. Will also supports comprehensive consultations and advisorymentoring, helping clients better understand increasingly complex crypto, blockchain, DeFi anddigital-asset issues. In 2025 & 2026, he has been completing extensive training and securedcertifications in tax advisory, blockchain architecture, blockchain security, cryptocurrency anddecentralized finance.His perspective is further shaped by years as an owner-operator and driver in the transportationindustry, U.S. Marine Corps training as a jet-engine mechanic and test-cell operator, and a lifelongcommitment to learning. At Oaku, Will helps translate technical complexity into practicaleducation, thoughtful questions and clearer next steps—working alongside the broaderprofessional team to help clients navigate digital assets with greater confidence and discipline.

Precision, preparation and disciplined decision-making matter—

whether navigating an aircraft or the digital economy.”

SELECT CREDENTIALS & EXPERIENCE

Certified Tax Advisor

Certified Blockchain Architect

Blockchain Security Cryptocurrency DeFi

Airlines Captain

Certified Flight Instructor (CFI / CFII)

U.S. Marine Corps Veteran“

OAKU FINANCIALS • TAX ADVISORY • CRYPTO TAX REPORTING • DIGITAL ASSET EDUCATION • CRYPTO RECOVERY

A Tsunami of New Market Needs.

Two fast-growing transformations. One opportunity to build the bridge.

741M

Global crypto owners
at year-end 2025

$14T

BCG middle scenario for
tokenized RWAs by 2030

95%

Accountants surveyed using
automation technology

1099-DA

Gross-proceeds reporting
begins with 2025
transactions

$4.7Q

DTCC securities
transactions
processed in 2025

CREDIBILITY

Delivering Results.

Use credentials as proof after the visitor understands the value proposition.

35+

Years across financial services,technology and transformation

48+

International awards and lifetimerecognitions

5,000+

Victims reportedly assisted acrossfraud and exploitation matters

$31B

Fraud remediation

Design note: on the website, show only the most relevant designations near the founder bio; place the complete credential list on the About page.

PROFESSIONAL ECOSYSTEM

An Extended Network of Crypto & Digital Assets Tax Experts.

Oaku serves as the strategy integrator with crypto tax trained professional with different areas ofresponsibilities to help you get the best outcome while building generational wealth.

CERTIFIED TAX ADVISORS (CTA)

Cryptoized Trifecta • digital assets strategies •crypto reportingHome

CPAs (ACCOUNTANTS) / EAs (ENROLLED AGENTS)

Returns • tax positions • compliance

CYBER / FORENSICS / ASSETS RECOVERY EXPERTS

Tracking • incident response • evidencegathering

ATTORNEYS

Entity formation • estate • legal recovery •cross-border representation & reportingCYBER / FORENSICS / ASSETS RECOVERY

INSURANCE AGENTS

Risk transfer • coverage

CRYPTO TECHNOLOGY DEPLOYMENT EXPERTS

Wallets • custody • reporting tools