As a U.S. citizen, your financial needs are complex. Charles W. Cullen III, Investment Advisor, can carefully manage and simplify your wealth so you can focus on what's important.
As a U.S. citizen who moved to Nova Scotia, Charles understands the unique financial considerations you face and has the experience to help you achieve your goals.  Additionally, Charles has been awarded the CFP designations in both the U.S. and Canada.  That is, the CFP(Canada) from the Financial Planning Standards Council in Toronto, Canada and the CFP(U.S.) from the Certified Financial Planner Board of Standards, Inc., Washington, D.C.
This information is not intended to solicit non-residents of Canada.


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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