A Long Tradition of Trusted Wealth Management Service Excellence


We are one of Atlantic Canada’s oldest and most established wealth advisory teams, known for our continuity, consistency, trustworthiness, and proven ability to help clients achieve their financial goals with confidence. For more than 55 years, we’ve been making authentic and empathetic connections with clients across Nova Scotia that help us truly understand their lives and needs, build meaningful, long-term, goals-based strategies that help them build, preserve and transition wealth across multiple generations, and make wealth management an easy and enjoyable part of their lives.

While we are a large and successful team that manages $1B in assets working within a world-class investment firm, we follow small-town family values, put people at the center of everything we do, and provide very personal, boutique service that makes our clients feel like members of our family.

We oversee the financial affairs of a select group of families, corporate executives, business owners, retirees, and non-profit organizations who value our advice.


Our wealth advisory solutions are delivered according to our long-standing values:

  • Integrity - We do what we say we are going to do
  • Value - We go the extra mile to deliver exceptional client service
  • Relationships - We will take the time to really get to know you and what really matters to you
  • Capital conservation - We see past the "flavour of the day" and focus consistently on what has worked well through multiple decades of varying market cycles
  • Collaboration - We share ideas with each other and collaborate with our clients, our network of BMO wealth planners and bankers, and external professionals such as accountants and lawyers
  • Transparency - We disclose all fees and costs openly and clearly and hide nothing behind a curtain 


In all circumstances, we commit to always:

  • Earn and keep your trust,
  • Act to protect your best interests,
  • Be fully transparent, and
  • Apply our extensive skill set, experience and BMO Private Wealth resources to best achieve your goals.


With access to private bankers, estate planners, and wealth and tax planners both in the U.S. and Canada, we can provide comprehensive and integrated wealth solutions. In addition, we have the depth, capacity, experience, and extensive COI network to assist you on multiple levels, going beyond the financial to assist with healthcare referrals and other matters that contribute to an amazing life.

Contact us today to secure your family's financial future and well-being.