| 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

Senior Portfolio Manager & Wealth Advisor

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

Donna McKenna

Associate Advisor & Financial Planner

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Irteza Hassan, CFA

Associate Investment Advisor

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Kristen Johnstone

Client Experience Associate

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Kristal Levernois

Administrative Assistant

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Gavin Hickey

Associate