Client Testimonials 

"I personally have worked with David for the past 25 years and have found David to be very knowledgeable, hard working and committed to client needs. I would recommend David and his team to anyone seeking sound investment advice."

Irwin Ellis,  Principal at Arsenault Best Cameron Ellis

 

"I want to express my appreciation to David for his excellent counsel and advice for over 30 years to me and my family. With his professional expertise, we have avoided many of the risks and stresses usually associated with personal wealth management. In addition, he has taken advantage of several opportunities that have enhanced my portfolio beyond my expectations. It is a pleasure to be his client and my trust and confidence in David has only increased over the years."

Dr. Allen MacLean,  Summerside, PE

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

June 2019
Have you discussed widowhood?
For couples, a well-organized, comprehensive estate plan should also include preparations for widowhood. From collecting key documents to reviewing insurance coverage, we’ve outlined strategic tips to help you plan now for peace of mind later.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

22 July 2019
The consumers are alright
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15 July 2019
The fix is in
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Investor strategy: Back half looks tricky
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