| 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

Portfolio Manager & Wealth Advisor

902-893-2611 | LinkedIn

Irteza Hassan, CFA

Associate Advisor


Kristen Johnstone

Client Experience Associate


Kristal Levernois

Administrative Assistant