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.

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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.

Charles W. Cullen III, CIM, CFP®

Vice-President, Portfolio Manager & Wealth Advisor

902-424-1092 | Email me

John Donaldson

Associate Advisor

902-494-5694 | Email me

Shelagh Tracey


902-421-0244 | Email me