Each member of our team is driven by a shared mantra: to deliver the highest level of client service. We pride ourselves on the strong relationships we build with clients. We have a long-standing reputation for fast response times, attention to detail, and a sincere level of care for our clients and their goals. We also place a great deal of value in educating our clients on the investment management process, providing rational and clear thinking in a world that is, at times, far from it.

Together, we have a diverse variety of financial backgrounds, which helps us provide comprehensive solutions that incorporate every facet of wealth management, from investment management to financial planning.

David Wells, CFA

Vice-President & Director, Portfolio Manager

506-637-7528 | Email me

Fraser Wells, CFA, CFP®

Associate Wealth Advisor

506-637-7525 | Email me

Erica Clifford


506-637-7517 | Email me

Michael White


506-637-7531 | Email me