Investments, Financial Planning, Financial Advisor, Portfolio Management, Asset Management

Dan Noel, CFP, CIM

PRESIDENT 

 

Dan is a seasoned financial professional, business advisor, and entrepreneur with extensive experience in financial planning. 

Over the last decade Dan has built one of the largest financial planning offices in Atlantic Canada by providing institutional and retail clients with value added planning anchored by insightful analysis of trends that could impact wealth creation.

Dan has been the “Business & Financial Watcher” for CBC Radio since 2006. 

Dan is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM)

Investments, Financial Planning, Financial Advisor, Portfolio Management, Asset Management

Jonathan Noel

Associate / VICE PRESIDENT – RETAIL

 

Jonathan has a passion for planning and excels at providing mid to high net worth clients with comprehensive solutions that are tailored to their specific circumstances and goals.