Toll Free: 1-800-565-3404
Toll Free: 1800-565-3404
44 Chipman Hill
Saint John, NB
'True North' for my business is the deeply held belief that we are stewards of your hard earned savings above all else.
Over my twenty year career, I`ve worked hard to build a reputation as a trusted steward of my clients` savings and an Advisor of deep integrity. I came to this business initially through my Dad, who had a long and distinguished career as a well-regarded Investment Advisor.
This business combines my passion for investing with my desire to truly help my clients win.
We don't 'sell' financial products. In fact, we don't do that at all.
Rather, we focus on delivering to our clients, thoughtful, smart and differentiated investment advice that both gives them comfort and adds exceptional value for them over time. This almost always means looking well beyond conventional wisdom and the obvious choices that most investment professionals recommend.
In the end, we deliver strong leadership and guidance to business professional clients just like you who have a desire to truly grow and protect their financial nest egg. They have clearly outgrown the 'mass market' investment advice offering and now want to partner with a trusted and skilled Advisor for the long-term.
This is my strong and unique value proposition to professionals like you that are seeking a change from the advice you may be currently receiving.