Wealth Management


We have a full service brokerage. 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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