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.

 
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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

 
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Meet our Team

BBA, CFP®, Certified Financial Planner

CLU, Ch.F.C., Certified Financial Planner

Bcomm., Financial Security Advisor

Executive Assistant

Financial Advisor

Administrative Assistant

Executive Assistant

Get started with us today.

Book a consultation

“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