Wealth Management

Exciting news!

Our Wealth Advisor, Cindy Viner, has been chosen the "Best Financial Advisor" in the Annapolis Valley by the readers of the Valley Harvester in their most recent Reader's Choice Awards!

"Thank you for believing in an honest and responsible approach for your investments and future. It's an honour to have been named the Best Financial Advisor by the people and communities that I live and work in," Cindy said when she heard the news. "Thank you for your continued confidence and trust!"


We have a full service brokerage. Our dedicated investment advisor, Cindy Viner, working alongside our team of investment and credit union professionals, applies a pragmatic, proven approach to achieving your long-term financial goals. We focus on prudent, risk-controlled strategies aimed at growing your investments, generating income, preserving your wealth through retirement and/or preparing your future estate transfer to loved ones.

What we believe:

  • Focus on your long-term goals
  • Patiently stay the course
  • Focus on quality investments
  • Diversification is paramount

What you can expect from your investment advisor:

  • A personalized investment plan
  • Ongoing monitoring and a regular review
  • A team approach
  • A qualified and informed investment professional


Contact our wealth management office today at 902-538-4070 or toll free at 866-803-1399


Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

 

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