Atlantic Wealth Management - Nova Scotia

www.atlanticwealth.ca

Atlantic Wealth Management is an insurance & investment planning firm that specializes in wealth creation and protection. We provide integrated, comprehensive and tailored financial solutions for individuals and corporate clients, in a boutique environment. The cornerstone of our approach is planning. Our process involves developing an in-depth understanding of your unique situation, needs and financial objectives and building a long-term relationship. We meet regularly with you to review where things stand and ensure your plan is in sync with your circumstances. Our specialists have broad-ranging technical expertise in the financial planning field. We bring our deep knowledge, extensive experience, unflagging energy, and uninhibited imagination to the enterprise of building your wealth and resolving financial problems.

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Atlantic Wealth Management is an insurance & investment planning firm that specializes in wealth creation and protection. We provide integrated, comprehensive and tailored financial solutions for individuals and corporate clients, in a boutique environment. The cornerstone of our approach is planning. Our process involves developing an in-depth understanding of your unique situation, needs and financial objectives and building a long-term relationship. We meet regularly with you to review where things stand and ensure your plan is in sync with your circumstances. Our specialists have broad-ranging technical expertise in the financial planning field. We bring our deep knowledge, extensive experience, unflagging energy, and uninhibited imagination to the enterprise of building your wealth and resolving financial problems.

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Country

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City (Headquarters)

Dartmouth

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Employees

1-10

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Founded

2003

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Potential Decision Makers

  • Director of Marketing and Community Relations

    Email ****** @****.com
    Phone (***) ****-****
  • Office Administrative Assistant

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Insurance Agent

    Email ****** @****.com
    Phone (***) ****-****

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