Doyle Hunter Advisory Group believes deeply in the value of advice. Payson Hunter, as Co-Founder has strived to provide value to clients with a principled perspective for decades. Payson has compiled his lessons of a life spent studying the alchemy of finance in his book "T.I.P.S. The Intelligent Portfolio Solution". These principles are the foundation of the client experience at Doyle Hunter Advisory Group.
Listen to Payson Hunter:
FIRST AND FOREMOST, KNOW YOURSELF
BBA, CIM, FCSI, AICB, CFP, PFP
1 855 420-6228
Brady has worked within the financial services industry for over 20 years. Brady moved to Halifax, upon leaving his birthplace of Charlottetown after completing his B.B.A. from U.P.E.I. Brady continued to expand his many designations in order to provide comprehensive financial solutions as well as identify and collaborate with partners. He holds a number of professional designations including Chartered Investment Manager (CIM), Certified Financial Planner (CFP). Brady is accredited as an Investment Portfolio Manager and holds both his Options and Life Insurance licenses. Brady is a member of the President’s Council – one of the highest honours bestowed on CIBC Wood Gundy Investment Advisors.
MBA, CPA, CA, FCSI
1 888 797-6212
Payson has provided financial and investment expertise to individuals and corporations for over 20 years. Born in New York City, Payson moved to Canada in 1972. In addition to completing an MBA at Dalhousie University and a B.A. from Kent State University, Payson has built a reputation for integrity and a solid base of satisfied clients using both traditional investment advisory services and discretionary portfolio management expertise. Payson holds professional designations of CPA, CA as well as professional affiliations in the Canadian Institute of Chartered Accountants, the American Institute of Certified Public Accountants and the Institute of Chartered Financial Analysts.
Lise promptly began her career in Halifax in 2006 after graduating from the Investment Management Program at Nova Scotia Community College. Lise holds various financial credentials from the Canadian Securities Institute including Canadian Securities, Conduct and Practices Handbook Course, and her Professional Financial Planning.
Lise is responsible for administration and provides superior client service to our clients as she applies her excellent organizational and communication skills to the team.
Leanne is a Haligonian who launched her career in financial services upon graduating from the Investment Management Program at the Waterfront Campus of NS Community College in 2012. Leanne holds various financial credentials from the Canadian Securities Institute including Canadian Securities Course, Conduct and Practices Handbook Course, and her Wealth Management Essentials.
Leanne brings excellent organizational and time management skills to our team. She is instrumental in communication with clients and managing the administrative requirements to ensure our team provides fast and reliable service.
Nancy has worked with CIBC for 20 years. Growing up in New Brunswick, Nancy moved to Halifax to receive her B.A. (Economics) degree from Dalhousie University in 1994, and fortunately has not left since. Nancy’s Canadian Securities Institute credentials include the Canadian Securities Course, Conduct and Practices Handbook Course, and the Professional Financial Planning Course. Nancy is responsible for excellent relations with clients. Nancy has volunteered with a number of charitable organizations.
As cliché as it may sound… no two clients, entrepreneurs or families are identical. That’s why we need a strong group of experts to assist us in ensuring we navigate the unique corners and challenges your individual financial plan demands.
CIBC Wood Gundy Financial Services Inc.
Bruce can assist you in protecting yourself, your family and business. Bruce understands the complex and contractual world of insurance solutions and contracts which are a vital component of any financial plan. Bruce comes to CIBC Wood Gundy from a national insurance company where he was the Director. Bruce brings with him a strong analytical and mathematical background, having earned his MSc. in Mathematics from Dalhousie University. Bruce understands and can assist you with the insurance business from the actuarial side of the desk. This perspective allows him to have a deeper understanding in dealing with insurance needs and the factors that influence the cost and effectiveness of protection.
CIBC Wood Gundy Financial Services Inc.
Thomas offers the Doyle Hunter Advisory team the ability to examine how to use risk management solutions to organize and provide tax efficient solutions for clients.
Thomas comes to CIBC Wood Gundy from one of the region’s most successful independent Financial Planning Firms where he primarily dealt with estate planning. In his role, Thomas meets client’s retirement goals and passing on their accumulated wealth in the most tax efficient manner possible.
Thomas also worked with one of the industry’s largest insurance companies on the product service and development side allowing him to have an in-depth knowledge of current and past insurance products.
CFP, FMA, RCC
CIBC Wood Gundy
Craig has worked with many clients and families to organize and create their overall financial plan, as a Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC). Craig has worked in the financial industry for the past 20 years, including practicing over 10 years with CIBC Imperial Service as a Financial Advisor. He graduated from Dalhousie University with a BA and MPA (Master of Public Administration) in 1990 and 1992.
Craig’s experience assists to ensure all of the ‘moving parts’ and updates to your financial plan, once created, are up to date and offer a financial roadmap that adapts to your needs and those of the tax and legal environment we operate in.
With over 30 years of experience in the trust industry, Gary brings a wealth of knowledge and experience to his current position in the administration and settlement of estates and trusts. Prior to Gary’s current position, he served as CIBC Trust’s Regional Director for Atlantic Canada. Gary is a graduate of Dalhousie University, with a Bachelor of Commerce (B.Comm) degree. He is also a member of the Society of Trust and Estate Practitioners (STEP) as a Registered Trust and Estate Practitioner (TEP).
Gary’s role is to proactively assist you in the process of passing on wealth to the next generation as well as arrange for your trust to be administered and your estate settled efficiently.