Services offered: Will & Estate planning
Matthew Horan
We believe in taking a comprehensive approach to understanding a client’s financial situation because it’s more than just a process, it’s your financial well being. Acting as your personal financial quarterback, we are here to listen, to explain, to provide a sense of comfort, and to help you realize your financial goals.
As part of this approach, we incorporate responsible investing by recognizing that ESG considerations are unique to each client. Through a proprietary screening tool that analyzes over 1000 value fields, we create customized portfolios that align with both your financial goals and your personal values.
Portfolios are managed individually rather than through third party funds, allowing us to maintain full transparency and flexibility in how your investments are structured. Each member of The Horan Team takes pride in delivering on our promise through honesty, integrity, trust, and care.
Daniel Cheng
Recognized as one of Western Canada’s leading wealth management teams, Becker and Cheng Wealth Group proudly offers a diverse group of clients comprehensive wealth services combined with complete long-term planning. Our team provides an unparalleled level of client service, bolstered by decades of experience and top industry designations. We are dedicated to creating sustainable wealth for people and their families through diligent financial management and investing.
Geoffrey Sgarbossa
Christiane VanBolhuis
Kusum Sen
What makes us unique?
At Carte Wealth Management Inc. and Carte Risk Management Inc. we understand that clients place value in solutions, not products. Clients are seeking an advisor who they can trust to coordinate their financial needs into a cohesive financial plan. We will support you, whether you need full strategic planning services or if you just need us to open some doors.
Our management team is always just a phone call away. We believe that each and every representative relationship starts with great planning and an outstanding service-oriented infrastructure.
Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in the provinces of Alberta, British Columbia and Ontario and a mutual fund dealer in the provinces of Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Prince Edward Island, Quebec and Saskatchewan, providing clients with mutual fund investment solutions.
Carte Risk Management Inc. is an insurance managing general agency licensed in the province of Ontario, providing clients with life insurance products and services as well as segregated fund investment solutions.
Megan Wenckowski
Harvest Wealth is a trusted financial planning firm with deep roots in Nova Scotia. With over 100 years of combined experience, we’ve proudly supported families throughout the Annapolis Valley and other rural communities.
Our mission is to educate and empower individuals and families in all aspects of financial well-being. From retirement and insurance planning to tax strategies, business solutions, and estate planning—we offer a wide range of services tailored to your needs.
We’re passionate about seeing our communities thrive, and we believe real change starts with small, intentional steps. At Harvest Wealth, we walk alongside you to build a more secure and prosperous future.
Ryan Neilsen
Ryan Edgington
At Edgington Wealth, we take a forward-thinking approach to managing your wealth. To that end, we focus on building your wealth with comprehensive strategies, protecting your legacy with conscience-led investing, and helping you enjoy your future for many years to come.