Minimum account size: <$100,000
Stuart Rowles
Aaron Hill
Marilyn Michel
Insurance and investment services, specialized in SRI since 2012.
Stephen LaPage
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.
Daniel Calligan
Certified Financial Planner specializing in Responsible Investments and Investment Income Planning.
Dylan Spence
We take complex issues and make them simple.