About Us

"Physicians are part of the fabric of a vibrant community and to be able to assist and serve those who help us so much is incredibly meaningful ..." The purpose of the business to us is the ability to bring moving parts of a financial life together, bridging the personal goals with the present lifestyle. This is important as success from the perspective of wealth is more than returns, it is about the choices we make as to how we can use our cash flow to build a life that matters personally and being able to play a role in helping physicians achieve that lifestyle for them. Seeing someone succeed, being a part of that, through our relationships, is rewarding. And watching people gain confidence, knowing they can live now and in the future their way, is an incredible feeling. For us, we work on solving problems, finding options for solutions, and providing perspective for people to succeed on the terms that have meaning to them. It is about family, wellness, education, and bringing a level of care and excellence that adds value to their lives, operating at a higher standard. The idea of service is lacking in our world today, and we focus on providing service to add value.

"My wife's father was a doctor, as was her uncle, and both her brother and sister-in-law are physicians, so we appreciate the dynamics ..." In working with physicians, we respect their time more than anything. We know they are busy, dedicated to their work, and looking for support to be able to live their life without getting mired in the details of their finances. We see our relationships with our clients as professional friendships and enjoy seeing the turning points in their lives, and ensuring the financial aspects of life are handled for them so they can enjoy the journey, knowing they are on track. The best moments we have in our work is talking about key events in our clients' lives and sharing their pleasure in the achievement - and sometimes even getting a hug! Our conversations and meetings give us space to understand what is important to each of them and working to ensure they provide the security for their families that is so meaningful to them.

Chris has the important responsibility of generating client reports and planning projections. This information is crucial to our continuous client planning and oversight process. Chris understands the significance of accuracy and confidentiality of your personal information. A graduate of St Mary’s University with a Bachelor of Commerce, Chris has completed his CSC, CPH & WME courses and has a certificate in advanced financial advice. He is currently working on his CFP designation with FP Canada. A native Haligonian, Chris enjoys lifting weights, running, scuba diving, snowboarding and loves to travel.

Wendy joined our group just over 12 years ago and has pretty much done every admin. role on the team – she’s highly focused, quiet, detailed oriented and brings balance to our team. Working on many projects at one time, from event planning, organizing team events, marketing, ensuring a smooth on-boarding experience for our clients and team members – we call Wendy our “office Mom” for a lot of good reasons. Wendy has completed her Canadian Securities Course and the Conduct and Practices Handbook (CPH) course. When she’s looking for some R & R you will find her in the garden or out hiking with her golden retriever Oliver.

Bruce takes great pride in being the central point of contact for clients. He understands the complexity of your lives. He is effective in coordinating schedules to accommodate timely review meetings and regular dialogue. A team member for fifteen years, Bruce completed a two-year accounting program at NSCC. During his free time, Bruce enjoys gardening and spending time at his cottage in Country Harbour, Guysborough County with his partner Wade and their dog, Penny.

William is responsible for all client trading and portfolio monitoring. William also acts as liaison to different accounting firms as he is closely involved in tax harvesting strategies and year-end tax documentation. His interest in finance focuses on emotional and cognitive biases and how they impact individual investors and market structure. A graduate of Acadia University with a Bachelor of Business Administration (Finance), William holds the Chartered Investment Management designation (CIM®). William has a love for the outdoors and can usually be found at his cottage- either waterskiing in the summer or enjoying a sauna and polar swim in the winter.

Iuliia is responsible for all banking related activities for the office and executes a variety of crucial tasks from making CRA bill payments to making contributions to registered plans. Iuliia helps coordinate and implement corporate cashflow plans with clients and their accountants. This allows clients to focus on their area of expertise and allows them to spend time doing things they love (spending time with family, fitness, travel). Born in the Ukraine Iuliia is a graduate of KNEU(Ukraine) with a master’s degree in Marketing Management. Iuliia also attended Fanshawe College (London, ON) and completed a postgrad in Professional Financial Services. Iuliia is currently enrolled in Canadian Securities licensing course to become an Investment Representative. Iuliia has lived in Canada for 7 years and has resided in Nova Scotia for the past 5 years. Though not a fan of Canadian winters, as an avid swimmer she can be found at a lake or beach on a hot summer weekend. Iuliia jokes that all things that start with “S” make her happy: summer, sun, swimming, sleep, shoes, and shopping.

Alexandra leverages our association with National Bank and provides access to a full suite of tailor-made banking solutions designed exclusively for our clients

Alain has extensive knowledge of risk management, life, disability & estate insurance, as well as corporate/personal planning.