Simplify your financial affairs, optimize your investments

Using a consultative, goals-based process, we help our clients build and protect their wealth to achieve their most important financial goals.

We are motivated by your success.

Our mission is to be the trusted advisor for all aspects of our clients' financial lives.  With a combined 40 years of industry experience, our team utilizes our knowledge and expertise to grow and protect clients' wealth throughout various market cycles. We address each variable that effects our clients' financial equation, taking the time to develop a detailed understanding of of their unique circumstances and goals.

Our comprehensive approach extends beyond investing to encompass lifestyle protection, retirement planning, and wealth transfer. Although we deliver solutions to a number of clients who have varying needs and objectives, our team has specialized expertise in dealing with U.S. citizens, physicians, and business owners.

Contact Charles today for a complimentary consultation at 902-424-1092 or by email


Wealth Management Approach 

With our comprehensive wealth management approach, our team will help you:

  • Clarify your individual needs
  • Establish specific goals
  • Bring together all the solutions you needs to effectively manage your wealth 

To learn more about our approach, click here

Wealth Management Services

In addition to investment advice and money management, we assist with a wide range of wealth management needs, including:

  • Financial planing to clarify your current financial situation and obtain your short-term and long-term goals
  • Will and estate consultation to help you maximize your legacy
  • Insurance consultation to identify opportunities to protect and enhance your wealth

To learn more about our services, click here

Halifax, Nova Scotia

Our team is located in the heart of downtown Halifax. Please contact us today to learn more about our investment management and financial planning services. We would love to discuss how we can help you build, protect, and transfer your wealth. View location on Google Maps.

GIC rates

The latest GIC rates from various financial institutions.


How can we help you?

If you are interested in learning more about our team and how we can help you build and protect your wealth, let's start the conversation today.

*Required fields