Overview

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
• Executives
• Pre-retirees
• 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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Aug. 19, 2018

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