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Michelle Crouse
Naomi Isner
Danette Pottle
Dolores Hachey

Tel: 902-543-7100
Toll Free: 1800-897-4613
Fax: 902-543-5757

197 Dufferin Street
Suite 300
Bridgewater, NS
B4V 2G9

Working With Us

We consider it a privilege to work together with our clients.

We are firmly committed to:
  • building lasting relationships
  • service excellence including prompt return of phone calls and follow up on administrative issues
  • offering the very best opportunities to clients to build and preserve their wealth
  • professional development
We grasp the issues:
  • minimizing taxes
  • saving for retirement
  • funding education for children and grandchildren
We have broad knowledge of key issues including:
  • transitioning wealth to the next generation, in a tax-effective manner
  • protecting current and desired future lifestyle
  • business succession planning
  • cross-border planning
We have access to:
  • a wealth of educational materials for our clients
  • the #1 ranked equity research in the industry *
  • a diverse group of professional resources, both internal and external



1The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.
* Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2009 Report.