Patrick McCrossin
Wealth Strategist
Patrick focuses on helping high-net-worth clients achieve their goals through comprehensive, customized Wealth Plans tailored to each client’s unique values and vision for the future. He works closely with our advisory teams and internal partners to provide an integrated wealth offering, while also working with external advisory teams to support long-term objectives, preserve family legacies, and optimize intergenerational wealth transfers.
Originally from Bedford, N.S., Patrick attended St. Francis Xavier University and began his career in 2013 at an accounting firm in Halifax. His experience includes serving high-net-worth individuals and owner-managed businesses, along with six years as Director of Finance for several locally operated franchise businesses.
A Chartered Professional Accountant (CPA, CA) since 2016, he completed the CPA In-Depth Tax Program in 2018. He lives in the Armdale area of Halifax with his family.
Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA
Financial Planning Specialist
Craig’s been advising affluent families and business owners for over 20 years to create holistic, personalized, wealth plans. As an experienced, accredited professional and skilled communicator, Craig works closely with you and your
trusted advisors, taking the time to understand what’s important to you and your family, now and in the future. He’s earned BA and Master of Public Administration degrees from Dalhousie University. With his passion for planning
and experience, Craig can answer your unique questions, the nexus of any Wealth Plan.
Krista LeBlanc, CFP®
Financial Planning Specialist
Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.
David Lordon, CIM, CFP®
Financial Planning Specialist
Dave has been in the financial services industry for over 25 years. His main focus in the industry has always been financial planning, and he has experience as an investment advisor and as a product specialist. He prides himself on empowering clients with the confidence to make informed financial decisions. He has a strong interest in giving back to his community, and is past president of the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and JDRF.
Heather Latta, CFP®, TEP, CLU, HBA
Financial Planning Specialist
Heather makes your wealth planning experience clear, meaningful, and enjoyable. Her guidance is backed up with her multiple planning designations and 14 years experience in the industry. This time was spent collaborating with accountants, lawyers, and other professionals on personal wealth plans for over 500 of Nova Scotia's wealthiest families and business owners. Away from work Heather goes on adventures with her school-aged kid, scores soccer goals, and challenges you to a friendly board game.
Patrick McCrossin
Patrick focuses on helping high-net-worth clients achieve their goals through comprehensive, customized Wealth Plans tailored to each client’s unique values and vision for the future. He works closely with our advisory teams and internal partners to provide an integrated wealth offering, while also working with external advisory teams to support long-term objectives, preserve family legacies, and optimize intergenerational wealth transfers.
Originally from Bedford, N.S., Patrick attended St. Francis Xavier University and began his career in 2013 at an accounting firm in Halifax. His experience includes serving high-net-worth individuals and owner-managed businesses, along with six years as Director of Finance for several locally operated franchise businesses.
A Chartered Professional Accountant (CPA, CA) since 2016, he completed the CPA In-Depth Tax Program in 2018. He lives in the Armdale area of Halifax with his family.
Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA
Craig’s been advising affluent families and business owners for over 20 years to create holistic, personalized, wealth plans. As an experienced, accredited professional and skilled communicator, Craig works closely with you and your
trusted advisors, taking the time to understand what’s important to you and your family, now and in the future. He’s earned BA and Master of Public Administration degrees from Dalhousie University. With his passion for planning
and experience, Craig can answer your unique questions, the nexus of any Wealth Plan.
Krista LeBlanc, CFP®
Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.