How can we help you?

We want to hear your story.

Call us today at 902-424-1032, or, fill out the form below and our team will contact you to schedule a no obligation introductory meeting.

*Required fields

Chris Butler

Chris Butler, CIM, CIWM

Senior Portfolio Manager & Wealth Advisor, Financial Planner

|

Jeff Pothier

Jeff Pothier, MBA, CFA, PFP

Portfolio Manager and Wealth Advisor

|

Jeanne Gillard, PFP

Investment Advisor & Financial Planner

|