| Putting You First With a Team Approach

You will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the professional assistance you need when you need it.

Jonathan Woolfitt, CIM

Vice-President & Portfolio Manager

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902-893-2611 | LinkedIn
1-855-726-7407

Irteza Hassan, CFA

Associate Advisor

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Kristen Johnstone

Client Experience Associate

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Kristal Levernois

Administrative Assistant

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