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Bringing Clarity
to the Planning Process
Dedication Your Wealth Deserves

Who We Are

As an independent, privately-owned firm, SBW Wealth Management delivers objective wealth management advice. Serving a limited number of families and businesses with complex financial needs, we can execute investment and planning ideas nimbly and efficiently. We leverage the talents of our successful professionals and serve as one point of contact for you and your family.

SBW believes firmly in planning for legacy – for what will exist beyond ourselves – and that’s the reason that the firm and its team are so active in the community.

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Years in the Community
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Combined Years of Experience
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Families Served

A Multi-Generational Approach to Managing Wealth

Areas of Expertise

A Multidisciplinary Approach to Advice

Investment
Management
Planning for
Business Owners
Financial
Planning
Insurance & Estate Planning

Our Team

A Team Of Highly Skilled And Dedicated Professionals

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Joanne
Johnsen

Director of Operations

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Roger
Sinclair

Partner

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Kathy
Robinson

Business Service Specialist

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Andrew
Mackinnon

Partner

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Cheryl
Paraskevopoulos

Business Service Specialist

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Jim
Horwich

Family Wealth and Succession Specialist

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Deborah
Frame

Portfolio Manager

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Kenneth
MacQueen

Wealth Advisor

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Catherine
Dorna

Chief Compliance Officer, Portfolio Manager

The SBW Blog

Over the coming weeks we will begin posting unique articles and content for our clients and community. SBW Wealth Management is a community leader and educator, and our blog will act as a resource for Atlantic Canadian families.

Testimonials

Success stories from our clients

Connect With Us

We look forward to hearing from you

Address:
88 Slayter Street
Dartmouth, Nova Scotia B3A 2A6
View Google Map

Phone:
902-425-6438
877-677-0065

Email:
info@sbwdirection.com

© 2021 SBW Wealth Management
All rights reserved.