Investment Advisor
CurrentWith wealth comes complexity! At Coy VanderToorn Advisory Group we promise a richer client experience by drawing from our highly qualified and experienced team of professionals. As one of the few Chartered Accountant/Chartered Financial Analyst teams in Atlantic Canada, our deep understanding of these complex situations differentiates us. We believe this is the key to our clients' success!We work with successful entrepreneurs, professionals and their families who are looking for expert advice in the areas of:Disciplined Portfolio ManagementTax, Retirement, Estate and Insurance PlanningBusiness Succession PlanningMultigenerational Wealth Management PlanningWe take ownership of the planning and will customize a well-structured and diverse investment strategy that aligns with the goals of the client.Maintaining our reputation as trusted and qualified professionals is at the forefront of everything that we do.
