Welcome to your first step towards better peace of mind

We understand that true wealth extends beyond balance sheets, it lives in the values, ambitions, and legacy of the family behind the business.  We work principally with Canada’s most accomplished business owners and their families, offering individualized guidance’s at the intersection of enterprise and personal wealth. With deep insights, strategic experience, and by leveraging innovative technology, we help our clients navigate complexity, preserve what matters most, and shape a legacy that endures for generations.

What is the value of peace of mind when it comes to your wealth? Let us show you.

How can we help?

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Melissa Brooks RBC Dominion Securities wealth advisor, saint john New Brunswick

Melissa Brooks, B.Comm.

Investment Advisor

Phone Number506-871-7187
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Email me