Our People

Within our team, we have 15 advisors with an average of over 20 years experience each, who are supported by 9 highly qualified assistants.

Associates Assistant Contact # Fax # Office
Peter Boyd
CA, CFP
Jennifer Brown 902-429-6400 902-429-5444 Halifax
Peter Elkin
CFP, CLU, CH.F.C.
Anna Pilmer 506-649-6400 506-649-6410 Saint John
Peter Jobe
CFP, CLU, CH.F.C.
Tish Black 506-863-6400 506-863-6410 Moncton
Paul Kane
CLU, CFP
Jennifer Brown 902-429-6400 902-429-5444 Halifax
Bob Keeffe
BBA, CLU
Anna Pilmer 506-649-6400 506-649-6410 Saint John
Ralph MacDonald
CFP, CA
Lori Bordage 506-863-6400 506-863-6410 Moncton
Dave MacFadyen
CFP, CLU, CH.F.C.
Liz O'Hanley 506-863-6400 506-863-6410 Moncton
Bob Manning
BBA
506-649-6400 506-649-6410 Saint John
Peter McCormick
CLU
Jennifer Brown 902-429-6400 902-429-5444 Halifax
Bob Owens
CFP, CLU, CH.F.C.
 Jeff Owens
Kathy McLaughlin 506-649-6400 506-649-6410 Saint John
David Shaw
CFP, FCA
 Tracey Leroy
Joan Lavigne 506-649-6400 506-649-6410 Saint John
Doug Smith
BBA, CFP
Jennifer Brown 902-429-6400 902-429-5444 Halifax