Welcome! We’re so pleased you’ve found us through the links on Sheerr Weather!
Please look around our site — we’d love to help you with your financial future.
What’s the forecast looking like?
Financial planning for today and tomorrow
Just like a weather forecast, a good financial plan isn’t just for the future, it’s for the here and now.
We want to give you the confidence and peace of mind that comes from knowing you have the right solutions in place. Wherever you are on your financial journey, we’re here to help with a variety of solutions to help you achieve your goals.
Ready to get started?
Whatever your financial goals, we’re here to help. We’ll begin with a quick 15-minute conversation and go from there. It’s really that simple.
Who are we?
Our dedicated team of financial advisors and planners can be found in our 13 offices across the Atlantic region. Along with our partner credit unions, we bring robust financial services to you!
Our focus is on people, not products. We build long lasting relationships with our clients and provide personalized solutions to fit their values and goals.
We’re invested in Atlantic Canada. We live here, we work here, and we know that when our clients are successful, our communities thrive.
Looking for your local credit union? We partner with over 100 branches across Atlantic Canada. Find the one nearest you today.