Your Financial Service Experience

What we do is very important. How we do it is the most important. We commit to our client community to:

    Respond within 24 hours of your inquiry and provide a follow-up within 36 hours, if required
    Conduct financial reviews while ensuring transparency and clarity about solutions at least annually, if not more frequently
    Work with you to develop a comprehensive financial and estate plan that creates a clear financial vision and roadmap for your family’s future
    Introduce you to our professional partners when warranted to ensure you receive the expert advice you deserve, as defined by you

When we speak with our clients, at first it begins with a specific discussion about a tax, investments or other financial issues. We move from that moment to the bigger picture, referred to as the ‘bucket list, wish list or shoebox of concerns.

Our clients enjoy success every day… as entrepreneurs, family nurturers, young families, business people, civil servants or new home owners and more. Together we build a financial roadmap on one page and from that point, we measure our success as we journey towards your financial certainty.

We start with what is personal to you

Your Financial Roadmap

Your financial journey begins by discovering the things that are most important to you, then developing a pathway to help accomplish these objectives.

Our community knows our level of commitment. We are committed to our community and their hopes, dreams, causes and concerns.

Each family’s financial roadmap is different and dynamic. We sit down and in very simple terms – listen.

We provide you with a financial vision statement on ONE page.

Most folks find financial services complex and impersonal … we start with what is personal to you. One page with your financial hopes and dreams.



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1969 Upper Water St.,
Suite 1801
Halifax, NS B3J 3R7
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Toll Free: 1 800 565-0601



644 Main Street
Suite 113
Moncton, NB E1C 1E2
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Toll Free: 1 800 561-5559