Squires Wealth Advisory Group

Your financial life deserves an advisor who will still be there when you get there.

A wealth advisory team grounded in Nova Scotia and serving clients across Canada, combining experience, modern investment management, and the commitment to guide you through every chapter.

Our Story

The Squires Wealth Advisory Group at CIBC Wood Gundy was founded on a simple belief: that thoughtful financial guidance, delivered with honesty and genuine care, makes a meaningful difference in people’s lives.

Our team brings together experience across investment management, financial planning, and wealth transfer, combined with deep roots in the communities we serve and the drive to keep earning your trust over the long term. Whether you are preparing for retirement, navigating a business transition, or thinking about the legacy you will leave, we are here to help you think clearly, plan wisely, and act with confidence.

We are proud to operate from Nova Scotia and serve clients across Atlantic Canada and beyond.

We work with people who have built something — and want to make sure it lasts. If you see yourself below, we should talk.

Approaching or in Retirement

Turning a lifetime of savings into confident, tax-efficient income.

Business Owners

Planning for the business, the transition, and the life that follows.

Endowments, Foundations & Insurance Companies

Governance, investment policy, and sustainable stewardship.

Families Managing Wealth Across Generations

Transferring what you’ve built to those who matter most.

Individuals at Financial Crossroads

An inheritance, a major life change, or simply a moment that demands a clear plan.

Physicians, Dentists & Professionals

Managing complexity so you can focus on your practice.

Ready to Start the Conversation?

We welcome the opportunity to meet, with no obligation and no agenda other than understanding what matters most to you. Whether you are looking for a second opinion, starting fresh, or simply curious about what comprehensive wealth planning looks like, we are happy to connect.

Schedule a Conversation Learn How We Can Help

Communiquer avec nous

Adresse

Squires Wealth Advisory Group Adresse

24 Harbourside Dr 8

Wolfville, NS B4P 2C1

Numéro de téléphone : (902) 542-6190

Numéro de téléphone sans frais : 1 (888) 542-6410

Télécopieur : (902) 542-6411

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