Ceri Pothier Email & Phone Number

BACKGROUND AND EXPERIENCEAfter completing her BA from Saint Mary’s University, Ceri began her 15-year career in the financial services industry. Ceri has held increasingly senior positions within the industry and has built a strong foundation and depth of knowledge from which to serve our clients. Ceri has a passion for helping clients through a plan-based approach to investment management, and to deliver Total Wealth advice and solutions to our clients' long term. Ceri is currently working towards her CFP® and CIM® designations as part of her commitment to continued education. This enables her to continue to provide our clients with right advice and solutions to meet their growing and evolving needs. BUSINESS APPROACH By harnessing the collective expertise of a team of specialists that includes portfolio managers, planners, estate and trust specialists, customized lending, and banking professionals, as well as insurance and tax consultants, Ceri has the means to craft a tailored Total Wealth Plan for every individual client. These customized plans are meticulously constructed to help clients achieve their aspirations, whether they be for retirement, cash flow, business transition, legacy, or philanthropic endeavors. This is our Total Wealth approach.PERSONALCeri is a dedicated volunteer in her community, and over the years has had the privilege of contributing her time and effort to various organizations including 4H, Enactus, Crohn’s and Colitis Canada, Dress for Success, Feed Nova Scotia, and the Windsor Day Care Centre. She has raised funds to support programming, chaired committees, and served as a trusted board member. Beyond her professional activities, Ceri’s passion is her family. Her husband Jamie, and their delightful young daughter Isla live in Falmouth and enjoy many outdoor activities together. Some of their family favorites include skiing and skating in the winter months and spending the warmer months hiking and navigating the waters of Mahone Bay

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  Saint Mary'S University

  Philosophy