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Your guides through life's financial transitions

When trying to navigate life's financial transitions, the complexity and unfamiliarity of the situations may be too overwheming to handle alone.  That's when we can help.  We're more than just your financial advisor, we're your partner and guide though the life events that come your way. 

We provide perspective, expertise and empathy to help you understand your options and build confidence in your ability to handle these transitions.  We create a map, your financial plan, to help guide you through these changes so you stay on track to meet your long-term goals and dreams.  

Meet the team

Wealth Advisor

I was 15 years old boarding a bus for a hockey tournament when my father handed me five twenty-dollar bills.  I was rich!  Once on the bus, I soon realized I needed this food money to last six days.  As our trip began, I sat in my seat writing out my plan to make it last.  This is my first memory of a money lesson learned.  While at university, I invested my own money from the job I had and advised others on saving their money while at university too.  That’s when I knew I was going to be someone who helps people make better decisions with their money. 

I’m a CFP®, Certified Financial Planner, who loves working with families to create long-term, personalized plans and be their guides in helping them navigate life’s financial transitions.  I specialize in working with dentists, physicians and women who are the primary decision makers in their families.  I believe my superpower is asking great questions as I’m inherently curious.  Understanding and connecting with the families I work with is the foundation from which everything else is built. 

In my free time, I enjoy coaching girls’ hockey and volleyball, and sit on the investment committee of St. Thomas University.  I live in New Maryland, NB with my fiancée Meaghan, and am a devoted father to my two daughters, Mariama and Olivia.

Duncan Wotherspoon

Wealth Associate

Duncan plays an important role with the team as a Wealth Associate. He assists the team with administering clients and servicing accounts. Duncan is relied upon for his high attention to detail and strong follow-through.

He has been working in the financial services industry for two decades. He possesses strong interpersonal skills that allows him to be responsive to client needs.

When he is not in the office, he can be found partaking in various forms of exercise. An avid walker, he isn’t happy until he hits 20,000 steps a day. 

Contact us

Get contact information for our team members and find out where our offices are.