Meet our friendly advisors local to the New Brunswick area. Select an advisor to find out where they're registered and how you may get in contact with them.
Phone: (902) 456-1114
Michael attended Acadia University, graduated in 1977 and moved to PEI where he articled and obtained his CA in 1979 with the highest provincial standings on Uniform Final Exams (UFE). He moved to Toronto in 1981 to pursue tax specialization with Ernst and Young. In 1985 he moved back to Nova Scotia as CA Tax Manager of Michelin Tires Canada. In 1989 he re-entered the public accounting profession, became life licensed in 2001 and in 2009, started his own public accounting practice, which he then sold at the end of 2011. Michael commenced work in the exempt market field in 2010.
Michael has taught for CICA, in house accounting firm courses, York University and Seneca College. Michael meets with clients/prospects to help build their financial knowledge and wealth. He always puts their needs first. Michael is busy juggling various business interests and client service. Michael has extensive experience in the tax and financial industries including financial statement preparation, tax matters, insurance matters, segregated funds and exempt products.
Michael has 3 adult children: Ian, Nicholas and Nicole. In his spare time, Michael loves to sail, travel and do charity/volunteer work. His dream vacation would be in Panama or Thailand. An interesting fact about Michael is that he is a serial entrepreneur with several business interests. (20200807)
Phone: (902) 402-9516
As a Dealing Representative Peter seeks to mitigate risk. His clients enjoy working with him because he clearly defines yield, term and maturity.
Peter is married and has a son. In his spare time, Peter enjoys sailing, running and skiing. An interesting fact about Peter is that he has ran 15 Marathons including 8 Boston Marathons. (20200807)