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David Reid
Mark Reid
Amanda McHugh

44 Chipman Hill
Suite 1500
Saint John, NB
E2L 2A9

We partner with high net worth individuals and families to develop conservative strategies to achieve their financial goals.


Earning Your Trust

We work hard to build strong, lasting and trusting relationships with our clients. Some families have been with us for over 30 years, adding new generations and taking advantage of our full Wealth management offering.


A Solid Financial Plan

Developing a comprehensive Financial Plan is the single most important component in helping our clients to achieve their goals.


Dependable, High Quality Advice You Can Rely On

We use your financial plan along with BMO Nesbitt Burns' award winning research to build customized, successful investment strategies that deliver results.