Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Amy joined our team in Truro in 2017, with 10 years of industry experience to her credit. Working with clients and building relationships has always been one of the most rewarding aspects of the different roles she has held.
Amy is passionate about providing the best service and solutions to our clients and helping them achieve all their financial goals. Her ability to handle anything our clients need in a timely and efficient manner makes her a huge asset to the team.
Amy is the proud mother of three beautiful children and in her downtime can be found exploring the Atlantic provinces in their camper. The family love a good adventure and enjoys spending time outside hiking and biking. Amy enjoys giving back to the community, she is an active member of her children’s daycare board.
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