Membership Type: Advisor
Shirley Jones Paley
We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations
Robert Finch Noyes
Sustainable Investment & Wealth Management services for Individuals, Families, Business Owners and Not-For-Profits.
We align our clients wealth with their values and achieve their financial goals through sustainable investment, however complex their needs. We go beyond this and also offer impact reporting and portfolio carbon offsetting.
Striving to offer the best and most transparent sustainable investment and wealth management services available, we are constantly looking for ways to improve the client experience in this increasingly transforming world.
For more information on our services and processes please do not hesitate to get in touch.
Caroline Lalande, MBA, Fin. Pl.
The Vigilis Group is one of the largest independent group insurance and financial services broker in Quebec. Dedicated to professionals and small and medium sized business owners, we help our clients plan and secure their future in an ethical and responsible way.
Vigilis Financial Solutions – helping you align your actions with your values.
Stephen LaPage
Stephanie Morais
Simon Bowers
Private Wealth Portfolio Manager
William (Bill) Coughlan
We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.
I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.
I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.
We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.
Patricia Domingo
Trish holds the esteemed professional designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI®). She obtained her CFP in 1999, and has acted as a media spokesperson for RBC on various financial planning topics. Her expertise allows her to seamlessly integrate our clients’ financial plans into their investment portfolios. Trish is insurance-licensed, enhancing her abilities to maximize tax and estate planning strategies. She has strong attention to detail, and services our clients with a tailored approach to meet their specific needs.
Nick Dominijanni
My practice as an advisor is focused on managing wealth for yourself, your family or your business, we provide the professional advice you need. We’ll help manage your investments, fund your new business venture, plan your retirement, protect your financial security and plan your estate.
My passion as an advisor goes above and beyond meeting my clients needs. As a father to two young boys, I want to set the example that you can be a successful advisor AND make a positive contribution to society through responsible investing. I am particularly focused on climate change and how the investment industry and professionals such as myself can be part of that solution.