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Contact Us

Marc O. Poirier
Julie C. Harris, PFP
Carrie Forrester

Address
1 Central Avenue
Wolfville, NS
B4P 2A7
Map

Our Investment Philosophy

  • Keep it simple

  • Focus on people, not on products

  • A key determinant to successful investing is to have an appropriate mix of assets (cash, fixed income and equities)

  • Invest with tax consequences in mind

  • Time in the market is more important than market timing

  • We don't use a short time frame to define success or failure, investing is a marathon, not a 100-yard dash

  • Periods of difficulty, negativity and confusion usually represent excellent long-term buying opportunities