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.
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)
Born and raised in Halifax, Peter is a career private client financial services professional having started his career in Toronto in the mid '90s after graduating from Queen's University in Kingston, Ontario. Peter and his family moved home to Halifax in 2012 to be closer to their extended family and for the opportunity for Peter's practice to introduce Atlantic Canadians to the additional diversification of private market investments.
Client’s portfolio diversification and asset allocation can more closely resemble pensions, endowment and institutional portfolios where, when suitable, globally diversified public market investments are complemented by carefully selected private investments.* Access to greater asset categories increases portfolio diversification which seeks to reduce overall volatility and correlation within as compared to traditional public market only portfolios.
In his spare time Peter enjoys being outdoors skiing, running and sailing. An avid marathoner having run 8 Boston Marathons and 18 marathons overall, Peter also races sailboats internationally, has represented Canada internationally multiple times and is a Canadian and North American Champion.
Based in Halifax, Peter has clients coast to coast. Clients are individuals, families and business owners.
* It is important to note that individual investors have different requirements and opportunities as compared to institutions and the opportunities offered by Pinnacle may also differ than those institutions. (20200914)