Skip Navigation

Contact Us

Ryan Churchill
Michael Townsend
David Milner
Lynn Eye
Kathy Clorey

Tel: 902-421-3684
Fax: 902-421-3676

Address

1400-1675 Grafton St
Halifax, NS
B3J 0E9
Map

Other Locations

Ryan Churchill
21 Mic Mac Blvd
Dartmouth, Nova Scotia
B3A 4T4

Michael Townsend
26 Aberdeen Street
Kentville, Nova Scotia
B4N 2N1

David Milner
254 Baker Drive
Dartmouth, Nova Scotia
B2W 6L4

 

We offer a personalized approach to wealth planning for successful, wealthy Canadians.

 
What’s Your Life Stage?
 
Pre- or Post-Retiree?   We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
 
Young Professional?   We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business Owner/Entrepreneur? Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.

Parent, Guardian or Primary Caregiver?  We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing finanical priorities; and implementing, and monitoring , your eductational plan.

Living with a Disability or Caring for Someone with a Disability?  We can discuss ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.