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Contact Us

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

Our Process

Our Process – A Two Way Partnership
Our approach with clients is consultative in nature and begins with listening to and understanding your needs. Before we can make any recommendations or suggestions, we need to learn what your vision and objectives are and what your level of commitment is so we can help you achieve the financial component of your goals.