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

Dan Noel, CFP, CIM

PRESIDENT 

 

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 has Chaired the National Advisory Council for IIROC.

Dan is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM)

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

Jonathan Noel

VICE PRESIDENT - RETAIL

 

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.

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

Nathan Noel

DIRECTOR – CLIENT SERVICES

 

Nathan is a dedicated investment professional who is constantly striving to increase his investment acumen.

Nathan not only ensures that all client issues are addressed and resolved in a timely manner. He also handles the processing of our trades.

Securities-related products and services are offered through Industrial Alliance Securities Inc. (IAS), member of the Canadian Investor Protection Fund (CIPF)  and the Investment Industry RegulatoryOrganization of Canada (IIROC).  Only services offered through IAS are covered by CIPF.

Insurance products and Financial Planning services are offered through Wyverstone Planning Group.

Industrial Alliance Securities is a distinct entity separate from Wyverstone Planning Group and services offered byWyverstone Planning Groupareoffered independently of IAS.