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Vanessa, a native of Halifax has worked in the financial services industry since 1995. After attending St. Mary’s
University, Vanessa started her career in Toronto working for one of the major Canadian chartered banks. In 2004, Vanessa earned her Certified Financial Planner designation. As a Certified Financial Planner, Vanessa focuses on a holistic approach, managing all aspects of her clients’ finances, including investments as well as tax, estate and retirement planning. Vanessa also holds various Canadian Securities Institute designations such as the PFPC and the Certificate in Retirement Strategy.
Vanessa has made a career of helping people. Whether as a volunteer at Hope Cottage, a Financial Literacy Instructor for Junior Achievement or as a Financial Planner, helping individuals, couples and families achieve their financial goals, Vanessa has provided dedicated and steadfast service to her clients and to her community.

David joined the financial services industry in 2008 and holds a Master of Business Administration from Dalhousie University. David's prior experience included an award winning 10 year career in the pharmaceutical industry. The foundation of his client relationships is based on three core principles: Integrity, Accountability and Transparency.

His background, education and training enable him to offer a full range of services and products. He has a passion for the financial industry and is a firm believer in life-long learning through continuing education. David has a commitment to client service and has respect for the responsibilities entrusted to him by his clients. Originally from Antigonish and now a resident of Halifax, David enjoys spending time with his family, golfing, and adventure racing.