About
We are an independent boutique wealth creation firm based in Halifax, Nova Scotia serving clients across Canada. We offer over 50 years of experience making the financially complex simple for investors and entities.
We provide custom solutions based on our independent analysis, unlike a bank or large firm we don't push certain products. We invest personally in our own recommendations. And we answer our own phones when you need us.
Lynn Dean
CFA MBA PFP
Lynn has more than 20 years of experience providing clients with financial advice. She is a Chartered Financial Analyst (CFA) and registerd under CIRO. Prior to this she worked as Controller of a major mutual fund company in the US, Asset and Liability Risk Manager for a major trust company and as Senior Manager at the Ontario Teachers' Pension Plan.
We Are Tech Savy
• Paperless.
• Virtual meetings.
• On-line reporting.
• Electronic signatures.
The way it should be.
Free Advice
An investment in knowledge pays the best interest. - Benjamin Franklin
The First Gold Coin Produced in England
Called a "penny gold", it depicts King Henry III (1216-1272) . It was worth 20 silver pennies, which underpriced the value of the gold itself, so most were melted down. Only eight are known to exist.