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To learn more about how we can help you, your family, and your business, call us at 506-433-7602 or fill out the form below.

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Sussex, New Brunswick


Our office is located in downtown Sussex, New Brunswick. To view our location on Google Maps, click here

Robert Whitters, CIM, BBA, PFP

Senior Portfolio Manager & Wealth Advisor

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Kendrick Keirstead

Kendrick Keirstead, FMA, CIWM, CFP

Associate Wealth Advisor & Financial Planner

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Dawn Northrup

Dawn Northrup

Associate

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Nicholas Whitters

Nicholas Whitters, BBA

Administrative Assistant

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Tammy Johnston

Tammy Johnston, CFP

Associate Wealth Advisor & Financial Planner

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