Paul Stratton B.Sc.
Paul has been practicing as an independent financial advisor for over 22 years. Paul obtained a Bachelor of Science degree from Memorial University in 1976. He later entered the industry with his father, Tim Stratton. As a second generation financial advisor, he has built a very successful practice as his father did; putting customer’s needs [...]
Scott Shears CA
Scott has been involved in the financial services industry for over 20 years. He completed a Bachelor of Arts, Majoring in Economics, along with a Bachelor of Commerce from Memorial University in 1975. He then articled with a National Accounting Firm and obtained a Chartered Accountant (CA) designation in 1980. He lectured Business courses for […]
Geoff Wareham B.Sc.
Geoff obtained a Bachelor’s degree from Acadia University in 1998, completed the Canadian Securities Course in 2001, and the Professional Financial Planning Course in 2003. He prides himself on building strong relationships with his clients and providing professional service. He is a 5th generation independent business owner and believes in building a professional, independent advisory […]
Ann has been in the financial services industry for over 40 years. She has built her financial planning practice on such principals as trust, integrity, and a sincere interest in helping her clients achieve peace of mind.Ann became an independant financial advisor in 2000, after 25 years in the banking field. Prior to that date, […]
Stephanie became an Independent Financial Advisor in 2010 after three years in the accounting and taxation field. She has brought enthusiasm, energy and a fresh perspective to our team, and is truly committed to helping our clients “live their dreams” through sound financial planning.Stephanie obtained a Bachelor of Commerce degree from Saint Mary’s University in […]