Welcome to our website!

We understand that each client’s needs are unique, and financial advice is not a “one size fits all” situation. Your priorities are reflective of your individual goals and you need financial advice that is tailored to fit. Our team can help you manage your investments with a personalized plan that keeps your best interests in the forefront. As the only team on the South Shore with an advisor who is also a Chartered Accountant, we're able to provide a unique perspective regarding your portfolio.

Expertise, integrity and innovation are the core of our business, earning us the trust of our clients and the respect of our peers.

For more information, please visit the contact page or call (902) 543-3329 or toll-free 1 (800) 565-8293.