Tough Questions. Experienced Advice.
Your retirement is one of the most important aspects of your financial plan. You can’t leave it to chance.
Our experienced advisors help you find answers to the tough questions. Together, we’ll ensure your plan balances your goals for retirement with your current income and lifestyle. Plus, we’ll help you prepare for the risks that can creep up along the way.
Look around our site, and see what our experience can do for you.
Proven Process
There is no ‘one size fits all’ financial plan. Our 4-step process factors in your unique goals, investments, risks and opportunities so you get a plan that’s tailor-made for you.
See How It WorksOne Hour Can Make All The Difference
You only get one shot at retirement. So you need to be sure you’ve covered all the bases. We offer every Nova Scotian a second opinion on their plan.
See What's Involved
Take a look
Our book is a simple, but informative overview of the key elements of a successful financial plan. We explore values and priorities, review the risks, and explain the strategies and solutions that can help you get your financial house in order.
Read MoreOur Service Commitment
It may seem obvious, but we think it’s critical to treat our clients with the utmost respect. Our service commitment is based on that simple concept: Whatever you need, we will make it happen quickly and professionally.
Learn MoreRetirement Readiness Checklist
No matter how close you are to retirement, it’s important to consider all the factors that can help or hinder your plan. Our handy checklist can help get you started.
View The Checklist
Creating Opportunity
in the Community
We’re here to help Nova Scotians build a solid future. That’s why we support a variety of grassroots community initiatives that create opportunities for those who need it most.
Learn More
We’re here to help. What’s your question?
"Taking the time to come in for a second opinion was the best financial decision we have ever made." C.C. Bedford
Read MoreInvestment returns are not guaranteed. Results are for illustration purposes only.