We advise families and business owners throughout Atlantic Canada in navigating the wealth management process

Our team understands that each family situation is unique and requires a personalized approach to financial planning. We ensure to get a complete understanding of our client’s family and business situation so we can help manage risk and identify opportunities around those business and family needs.

Along with our loyal team members, we have a dedicated group of RBC partners who are committed to providing our clients with personalized wealth management, insurance, and investment solutions that accomplish long term business and family goals.

We work in conjunction with our clients and their existing network of professionals such as accountants and lawyers to simplify the complexities of wealth planning and investment management.

Contact us today to arrange a complimentary consultation - our team of experienced wealth management professionals will be happy to discuss your unique needs.

Our trusted and devoted team

 

Who we help 

Business Owner Families
Farm & Fisheries Families
Executive & Professional Families

 

Our focus has been on advising families and business owners throughout Atlantic Canada in navigating the wealth management process.

Jonathan Woolfit’s team understands that each family situation is unique and requires a personalized approach to all of your financial planning. We ensure to get a complete understanding of our client’s family and business situation so we can help manage risk around those business and family needs.

Along with our loyal team members, we have a dedicated group of professionals who are committed to providing our clients with personalized wealth management, insurance, and investment solutions that accomplish long term business and family goals.

We work in conjunction with our clients and professional advice providers such as accountants and lawyers to ensure an extensive range of wealth management needs are met.

Jonathan, Kristal, Irteza and Kristen are the trusted and devoted team that our clients confide in for the financial advice they seek.

Contact us today to arrange a complimentary consultation - our team of experienced wealth management professionals will be happy to discuss your unique needs.