Is your annual review coming up?

Check the issues below that you would like to address during our next meeting:

*Required fields

Investment, tax and lifestyle perspectives

Written by the experts at RBC Wealth Management, Perspectives magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.

Perspectives magazines

Charles W. Cullen III, CIM, CFP

Vice-President, Portfolio Manager & Wealth Advisor

902-424-1092 | Email me

Jon MacLanders, CFA

Associate Wealth & Investment Advisor

902-494-5694 | Email me

Shelagh Tracey

Associate

902-421-0244 | Email me

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.