$100MM CAD AUM | $700,000 CAD GDC in
New Minas, NS
For over 35 years, we have been managing the financial affairs and wealth of Maritimers with honesty, frankness, and transparency. With 2 offices in Nova Scotia, we have built long-standing relationships with our communities, as well as our clients. The people with whom we are able to do our best work are Maritimers who are:
• Self-employed professionals
• Business owners
• Canadians and Americans requiring cross-border wealth management expertise and capabilities
We are seeking a special individual to assist in managing the rapid growth of our fee-based wealth management and cross-border practice, with the potential for being part of our longer-term succession plan.