Our Team

Your Guides

 

Your guides through life's financial transitions

When trying to navigate life's financial transitions, their complexity and unfamiliarity are often too overwhelming to handle alone.  That's when we can help.  We're more than just your financial advisor, we're your financial partner and guide to help you through 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.  

Meet the team

Wealth Advisor

I remember being 15 years old boarding a bus for a hockey tournament and my father handing me five twenty-dollar bills.  I thought I was rich!  Once seated on the bus, reality kicked in and I quickly realized I needed this "food money" to last me six days.  As our trip began, I sat in my seat creating my plan to make it last.  This is my first memory of a money lesson learned.  While at university, I saved and invested my own money from the job I had and gave advice to friends to save and invest their money too.  These experiences helped me understand that my professional life would be dedicated to helping others make better decisions with money. 

I’m a CFP®, Certified Financial Planner, who loves working with families as their guide to help 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, and asking enough of them, to understand and connect with the families I work with.  

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.