Weston has over a decade of experience in the financial industry as an advisor and business owner and enjoys working with small and medium size business owners looking to navigate their own financial goals.

As a business owner himself, he understands the challenges and rewards that come from being an entrepreneur and is the author of Wealth Management for Business Owners – Keeping Your Profits in your Pockets.

Weston is a former captain of the Moncton Wildcats in the QMJHL and played on the Saint Mary’s Huskies Varsity hockey team. He continues to be an avid athlete, playing sports year-round, when not spending time with his wife and family.

INVESTMENT OPPORTUNITIES

Our Corporate Finance team focuses on identifying the best private investments for our clients. Click here to learn more about the companies that we have chosen to offer.

PORTFOLIO DIVERSIFICATION

Discover your “Portfolio Diversification Rating” by completing our portfolio diversification quiz. Portfolio diversification protects investors by smoothing out risks and allowing for losses in one area to be made up by gains in another. Find out how diversified you are.

BE ALTERNATIVE

Alternative investments are not at the periphery anymore – they have become mainstream. Though our investment offerings may not be suitable for everyone, they generally complement most portfolios.