Brian Himmelman is a Senior Financial Advisor and Financial Planner. He is a graduate of Saint Mary's University with a Bachelor of Commerce degree in Finance. Brian is recognized as one of Atlantic Canada's leading independent advisors and is often interviewed by the local newspapers, television and magazines on investments, tax and estate planning.
Chris is responsible for all day to day operations including client inquiries, statements and all processing and transactions. Chris has over 17 years experience and takes pride in providing our clients to the most professional and courteous service.
Gary has over 13 year’s experience in financial services. He is a graduate of Saint Mary’s University with a Bachelor of Commerce, and is current working on his Certified Financial Planner designation. Gary enjoys spending time with his wife and two young daughters along with volunteering with different organizations such as the Canadian Progress Club of Halifax.
Patrizia has been with our firm for over 6 years. She does many of the behind the scenes functions to allow our team to focus on providing the highest level of personal advice and service to our clients.
Winter 2020 / 2021