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Responsible Investment Association.

Minimum account size: <$100,000

Evan Dinsmore

Independant Stock Broker. Owner/Founder of Anti Investments

Carol Nichols-Tremblay

Stuart Rowles

Aaron Hill

Marilyn Michel

Insurance and investment services, specialized in SRI since 2012.

Stephen LaPage

Simon Bowers

Private Wealth Portfolio Manager

William (Bill) Coughlan

We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.

I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.

I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.

We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.

Daniel Calligan

Certified Financial Planner specializing in Responsible Investments and Investment Income Planning.

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