Proactive investment management and financial planning for U.S. citizens

As a U.S. citizen who moved to Nova Scotia, Charles understands the unique financial considerations you face. With more than a decade of experience working with U.S. citizens, Charles has the expertise to manage your unique financial situation.

Charles will help you alleviate challenges that affect your financial affairs by designing a customized wealth management plan to fit your lifestyle and financial goals. 

Contact our team via email at or call Charles directly at 902-424-1092 for a complimentary consultation. 

Expertise reflected by industry leading designations

Having obtained renowned designations in both Canada and the U.S., Charles applies his expertise to help U.S. citizens achieve their goals. 

Charles W. Cullen III, CIM

Senior Portfolio Manager & Wealth Advisor


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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