Our Firm

Along with OSAIC INSTITUTIONS, INC, a full-service financial firm, we are committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. We have a relationship with a variety of financial services companies, so if we are not familiar with a  product or service that you are interested in, we have resources to resarch and find out if it is an appropriate option for your investment portfolio.

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC.  First Scotia Wealth Management is a trade name of the 1^st National Bank of Scotia. Osaic Institutions and 1^st National Bank of Scotia are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.