Meet Our Team

Josh has spent the last 23 years growing a valued base of experience by partnering with select individuals, families and business owners to provide financial counsel and risk management. The goal is simple, understandable solutions to grow and protect wealth.

His family has lived, worked and operated a successful real estate business in the local community for 20 years. Drawing on real world business experience and a former career as a commercial banker, Josh understands the commitment required to build operate and maintain a successful career, business or professional practice.

Craig is an Investment Advisor who joined the firm in November of 2014. In helping individuals, professionals, and families Craig takes a team approach to help his clients achieve their visions and dreams. By establishing a true partnership, Craig works together to provide clarity and direction towards financial independence. Craig is an IIROC Approved Registered Representative with a Canadian Securities License and an Insurance License. 

He attended Harvard University from 1995-1997 studying Economics. After Harvard, Craig played professional hockey for 16 years in both North America and Europe. He and his wife Amanda live in Antigonish with their three children where he enjoys playing golf and helping the younger generation on the ice.

Andrea has 25 years of experience with BMO Nesbitt Burns. Her primary objective is to provide excellent customer service to the clients and support the advisors by carrying out administrative responsibilities. She is a vital and an important member of the team. She is a graduate of the Nova Scotia Community College Investment Management Program and has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) through the Canadian Securities Institute (CSI). Andrea and her husband Shane live in the Antigonish County with their four children where she is a valued member of their community and enjoys being in the outdoors.