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Andrew Craik
Nadia Barry Fuglstad, BA

Address
65 Regent Street
Suite 200
Fredericton, NB
E3B 5A6
Map

Our Services

As a team, our goal is to help you achieve your goals.

We can help:

  • Simplify the complicated financial affairs that come with wealth management.
  • Guide and advise you about how to respond to changes in your life and the world around you. 
  • Provide research-driven advice to help solve your most complex financial challenges.


We are especially experienced in the following segments of wealth management:
  • Institutional Asset Management
  • Investment Management
  • Tax Planning
  • Banking & Borrowing
  • Trust & Estate Services
  • Philanthropy
  • Insurance


Who We Help:

  • Individuals & Families
  • Business Owners & Entrepreneurs
  • Professionals & Executives
  • Corporations & Institutions


Our most common types of investment portfolios include:

 Retail/Household Accounts (RRSP’s, TFSA’s, RESP’s, LIRA’s, Trust and Income Funds) 

 Pledge/Margin Accounts (Non-registered accounts that borrow to invest ie. funded by an investment loan)

 Corporate Accounts (Associations, Municipalities, and Holding Companies)


Andrew Craik is an esteemed Senior Investment Advisor with BMO Nesbitt Burns. His expertise, adaptability and dedication as a tenured advisor has allowed him to achieve enduring national success within our ever-changing industry.