Wealth.
Wherever you are.
Get in touch now to unlock your full financial potential.
Our approach
We are a collective of experienced financial planners and analysts.
With over 55 years of combined experience, we know how to guide you to financial freedom.
A better way to manage your wealth
Let’s make your money do more, no matter how much you have.
In-person and
remote options
5832 St. Margaret’s Bay Rd.
Head of St. Margaret’s Bay, Nova Scotia
Purdy's Wharf Tower #1
Suite 1600, Halifax, Nova Scotia
Our Services
Advice & Planning
Investment & Retirement Planning
Insurance Planning
Meet our Team
Alex Frankland
BBA, CFP®, Certified Financial Planner
Paul Herron
CLU, Ch.F.C., Certified Financial Planner
Get started with us today.
“Alex has been our Financial Advisor for several years now. What we like most about Alex is the time he takes to listen to our financial needs and goals, asks questions to completely understand them, and then analyses and presents to us a portfolio that reflects our vision.”
— Mike and Kathy Kayo