336 Kings Road Suite # 204, Sydney, NS B1S 1A9View on Map »

It's your money... and your peace of mind. We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

We are focused on the needs of Sydney Credit Union members but we welcome clients from our community as well.

Please click here to contact us for assistance with any financial questions.

Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Retirement

Recent Articles

Posted on: September 9, 2019
If you were going to recommend a treatment plan for a loved one suffering with alcoholism, would you prescribe more alcohol as the best course of action to help them to recover or otherwise improve? Now put this question aside for the moment. Let us look at the personal situation of the average...
Posted on: September 9, 2019
If you are a solo entrepreneur or are otherwise self-employed, you are aware that it is nearly impossible to take into account all the various tax consequences of your business decisions. You have a business to run and customers to please, so decisions are often made on the fly. You hope that you...
Posted on: September 9, 2019
Many falsely believe they will not be victims of a critical illness like cancer, heart attack or stroke. They also believe that if they do experience a serious illness, the healthcare system will look after them. Nothing could be further from the truth.

Services

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