Investments, Financial Planning, Financial Advisor, Portfolio Management, Asset Management

Dan Noel, CFP, CIM

Senior Investment Advisor & Portfolio Manager

 

Dan is a seasoned financial professional, business advisor and entrepreneur with extensive experience analyzing financial markets, industries and companies across the globe. 

Over the last decade Dan has built one of the largest financial advisor business in Atlantic Canada by providing his institutional and retail client with value added investment advice anchored by insightful economic analysis and fundamental based security analysis.

Dan has been the “Business & Financial Watcher” for CBC Radio since 2006 and Chaired the National Advisory Council for IIROC from 2011-2012.

 

Dan Noel is registered with the Investment Industry Regulatory Organization of Canada (IIROC) in New Brunswick, Nova Scotia, Ontario and Manitoba and investment advice is intended only for residents of those provinces.


Investments, Financial Planning, Financial Advisor, Portfolio Management, Asset Management

Jonathan Noel

Investment Advisor

Jonathan has a passion for investing and excels at providing mid to high net worth investors with comprehensive investment solutions that are tailored to their specific circumstances and goals.

 

Jonathan Noel is registered with the Investment Industry Regulatory Organization of Canada (IIROC) in New Brunswick and Nova Scotia and investment advice is intended only for residents of those provinces.