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 where we can help. We're more than just your financial advisor, we're your partner and guide to help you through life's financial transitions. 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 & Portfolio Manager
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 wife Meaghan, and am a devoted father to two daughters, Mariama and Olivia.
Marie Ho
Senior Wealth Associate
Marie's role as a Wealth Associate is crucial within the team, as she serves as the primary point-of-contact for various administrative tasks. Her attention to detail and strong follow-through make her an invaluable asset. Whether it's coordinating meetings, managing paperwork, or handling client inquiries, Marie ensures that everything runs smoothly.
One of Marie's greatest strengths is her ability to build strong relationships with clients. Over the years, she has developed meaningful connections with many of them and finds great fulfillment in fostering those relationships. Clients often appreciate her warm and welcoming voice when they reach out for assistance.
Outside of her professional life, Marie enjoys exploring different towns and cities with her husband, Paul, and their daughter, Gabby. They love immersing themselves in the unique landscapes and cultures of various neighborhoods. Whether it's visiting local attractions, trying out new restaurants, or simply strolling through vibrant streets, Marie cherishes these family adventures and the memories they create.
