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Our resource team consists of a tax and estate planning consultant; a
financial planning technician who provides the modelling for our clients'
financial plans; a manager of operations; an IT manager who manages our
network and develops our planning software; and an accounting administrator.
| Resource
Team |
Paul
Adshade
MCP, CNA, A+ |
IT Manager |
506863-6400 |
506-863-6410 |
Moncton |
| Nicole
Hicks |
Accounting |
506-863-6400 |
506-863-6410 |
Moncton |
Jason
Pouliot
B.Comm |
Financial Analyst |
902-429-6400 |
902-429-5444 |
Halifax |
Barry
Van Steeg
CA, CFP, TEP |
Vice President Tax &
Estate
Planning |
506-649-6400 |
506-649-6410 |
Saint John |
| Margo Buchanan |
Vice President Operations |
506-649-6400 |
506-649-6410 |
Saint John |
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