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How to Get in Touch With Our Team

Get Directions to Our Office

Thank you for your interest. We are committed to answering all client enquiries in a thorough and efficient manner.

Let us help secure your financial future with the personalized advice and attention you deserve. Our team of dedicated financial professionals is available by phone or email, and look forward to receiving your call.

For more information or to arrange a complimentary consultation, please contact us at 1 (888) 450-6465.

Mailing Address

570 Queen Street, Suite 500, Barker House
Fredericton, New Brunswick
E3B 6Z6, Canada


Parking is readily available. Please call if you require more information.

We look forward to seeing you!

Name Position Phone
Keir Clark Portfolio Manager and Director, Wealth Management (506) 447-5629
Jonathan Casey Senior Associate (506) 458-0502
Cameron Clark
Kerri L. Seward Carpenter Estate and Trust Consultant 902-629-2582