We have been helping families, professionals, business owners and organizations manage their wealth for over 30 years. Our mission is to help investors achieve what matters to them most. Throughout his career, Dave Morgan has been dedicated to educating clients and the public on the importance of investment and financial planning and having a complete wealth strategy. Our clients recognize the value of having this kind of comprehensive plan for managing their wealth and having someone experienced to bring it all together. This all adds up to an overall level of comfort and peace of mind for you.
Services offered: Succession planning
ROGER LLEWELLYN
Eric Lacoursière
NADIA ISKANDER
My role is to present clients with quantifiable strategies to achieve their long term financial growth through aligning values with investment decisions.
Through the Ambassadors program we create an environment where all, as individuals and the society, can be effectively served through integrating Wealth Solutions with Social Responsibility.
Greg MacPherson
Greg is an award-winning Financial Advisor who has served clients across Canada from the small community of Woodstock, NB for the past 30 years. He is well-known for his support of social causes and the community, as well as his prudent and responsible approach to investing. His practice has grown over the years through word-of-mouth and referrals. He is a founding member of Green Economy New Brunswick. He holds the following designations: BBA,CFP,FMA,CPCA,RIAC,FCSI.
Elizabeth Hurly
Hurly Owen Wealth Advisory of Raymond James Ltd., is a broadly resourced, boutique style service for select clients in Canada and the U.S., with a focus on responsible investing.
We partner with executives, professionals, high-net-worth individuals and their families, who are looking for solutions to their complex financial needs. We take pride in offering you independent and individualized investment advice and financial planning.
Together, our process is one of discovery, in which we refine and co-create strategies for your financial success, by leveraging the first-class resources of Raymond James, and our own extensive network of professionals. Providing sound financial stewardship to you is a key strength that we offer.
By working with us, you will gain a better understanding of your present situation and the vision, guidance, and support you want, to make informed decisions for your future.
Richard Nickerson
Joshua Henson
“I relate financial concepts in an easy to
understand way, so that members
feel absolutely confident about their
wealth strategy.” Joshua brings over
20 years’ experience as a financial
advisor, commercial account manager,
financial planner, agriculture account
manager, and mortgage specialist to
ACU. This varied background gives
him distinctive insights that allow him
to not only design comprehensive
financial strategies, but to make
tactical adjustments along the way.
He’s excited about working with the
members of ACU and appreciates
Assiniboine’s focus on the environment
and on social responsibility.
Chris Chung, PFP RIAC FCSI FEA
I challenge successful Canadian families to take action on what’s important to drive exceptional outcomes. In order to facilitate trusting relationships, I encourage frank discussions about lifestyle, current situations, and future financial goals.
Backed by my group’s knowledge and expertise, we work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests, and aspirations.
As your needs evolve, I will identify opportunities and recommend solutions so that you remain on track to achieve your goals.