Your Legacy. Our Priority.


Our team works diligently to ensure that our client's best interests are served. We employ a disciplined investment philosophy to help meet the investment objectives of our client's. Our reputation for integrity, our affiliation with The Royal Bank, and our commitment to professional development, helps us foster client success across any and all market conditions.

Kathi Dodds McMullin, PFP

Vice-President & Wealth Advisor, Financial Planner

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506-459-2725 | LinkedIn
1-800-561-4920

Jennifer MacEachern

Associate

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506-459-2725 | LinkedIn
1-800-561-4920

How can we help you?

To learn more about how we can help you and your family, reach out to us today at 506-458-2258 or fill our the form below and we will contact you directly.

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