Understanding an individual’s goals, objectives and risk tolerance helps to set investment policy and to implement an appropriate investment strategy. Lori is a graduate of Mount Saint Vincent University. Education has remained important throughout her career and her qualifications include the Professional Financial Planning Course, Qualified Associate Financial Planner QAFP* designation, Canadian Securities Course, and a Certificate in 3H Financial Planning.
Lori also offers insurance products to cover life and income protection needs.
Insurance products available through Lori Steeves

Kelly enjoys connecting with her clients on an individual basis, to help guide them through their unique life’s journey. Kelly graduated from Acadia University with a BA in Sociology but was pulled into the financial industry once she acquired credit & collections experience, while working in Toronto in her early twenties. She has obtained her Mutual Fund License, Insurance License, completed her Canadian Securities Course, earned her PFP designation and she is continuing to expand her wealth of knowledge.
  As a financial advisor, Kelly understands change is inevitable and she will be there as a partner with her clients to help in their financial journeys.  Whether it is an unexpected transition or an amazing new adventure, she will be by their side to help with the many financial decisions that get made along the way.

Gary graduated from Acadia University in 1981 and worked with a major Chartered Bank for five years. He received his CERTIFIED FINANCIAL PLANNER and Registered Financial Planner designations in 1991. He dedicates himself to all clients and is concerned about their individual financial well being. His goal is for each client to experience peace of mind and know that they have a sound financial plan.
Gary enjoys family life, residing in Dartmouth with his wife Joan. He has three grown sons; Ryan, Matthew, and Stewart.
Insurance products available through Gary Fortune.

He believes that financial planning is more than numbers and that a true financial plan not only provides a return on investment but a return on life. This entails having a full understanding of the client’s values, opportunities, concerns, and more.
Stewart holds a Bachelor of Business Administration (Co-op) degree with a focus on finance. He holds the CERTIFIED FINANCIAL PLANNER ®, Professional Financial Advisor and Responsible Investment Specialist designations. Stewart is also a proud member of Advocis - The Financial Advisors Association of Canada. Advocis is the largest voluntary professional membership association of financial advisors in Canada.
During his off time, Stewart enjoys long-distance running, golfing, hiking, playing hockey, and spending time with friends and family.

Karen’s main goal is providing superior client service and ensuring an excellent client experience. Karen believes in the value of comprehensive financial planning and advice and provides administrative support to the Advisors.During her time off, Karen enjoys spending time with family and friends.

She works directly with our Advisors to process trades, book appointments, resolve account enquires and help our office run smoothly. Heather has over 25 years of administrative and customer service experience and uses her extensive knowledge to provide clients with an unforgettable experience.

With his experience in the financial industry he has made customer satisfaction his mission. He strongly believes that financial planning is the building step stone towards a brighter future and an investment today could reap greater rewards. Alison comes from the Newfoundland area. During his time-off you'll find him running, reading, playing sports or spending time with family and friends.