Contact us to today to set up a meeting to discuss your financial goals and needs.
Alguire, Jennifer
Marketing Associate
Allen, Andrew
Financial Advisor
Matthews, Jim
Financial Planner
McDonough, Justin
Financial Planner
Murphy, Paul
Financial Planner
Sperdakes, Chris
Financial Advisor
Tompkins, John
Financial Advisor
For your convenience, you also have the option of contacting us by e-mail. Please note that no e-mail is 100% secure. We ask that you only provide your contact information and your question.
Halifax Office

6174 Quinpool Road
Halifax, Nova Scotia
B3L 1A3

Office: 902-431-7526 (PLAN)
Fax: 902-431-9514
Sydney Office

50 Dorchester Street
Sydney, Nova Scotia
B1P 5Z1

Office: 902-270-7526 (PLAN)
Fax: 902-270-3935

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* The information on this website is intended for residents of Nova Scotia only.
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