Since joining the business 20 years ago, The Woolfitt Wealth Management Group’s focus has been on advising families, business owners and nonprofit organizations throughout Atlantic Canada in navigating the wealth management process. To preserve, protect, and build our client’s wealth.
Our team understands that each organization is unique and requires a personalized approach to all of your financial planning. We ensure to get a complete understanding of our client’s situation so we can help manage risk around those 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 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, Kristen, Gavin and Donna, are the trusted and devoted team that our clients confide in for the financial advice they seek.
