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Bringing Clarity
to the Planning Process
Dedication Your Wealth Deserves

Who We Are

At SBW Wealth Management, we pride ourselves on being more than just a financial firm. As a privately owned, independent entity, our allegiance lies wholly with our clients. Free from corporate affiliations’ constraints and potential biases, we have the flexibility and autonomy to provide genuine, objective wealth management advice tailored to your unique needs.

Understanding that financial complexities are unique to every family and business, we intentionally serve a select clientele. This exclusivity ensures that our clients receive the focused attention they deserve. Our streamlined approach enables us to execute planning strategies with agility and precision, ensuring that your financial goals are met and surpassed.

Our team of accomplished professionals is a unified hub for all your wealth management needs. We simplify the intricacies of your financial world by being that single, reliable point of contact for you and your loved ones.

But our commitment doesn’t end at financial guidance. At SBW, we view wealth as a means to an end and a tool for creating lasting impact. Our belief in planning for a legacy resonates deeply within our company values. We’re invested not only in our clients’ futures but also in our community’s future. This ethos drives our active involvement in various local initiatives as we seek to make a difference that endures beyond our immediate surroundings and spans generations.

In choosing SBW Wealth Management, you’re not just securing your financial future. You’re becoming a part of a legacy that values community, integrity, and personalized care.

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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

Managing Partner

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Andrew
Mackinnon

Managing Partner

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Cheryl
Paraskevopoulos

Business Service Specialist

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Jim
Horwich

Wealth Advisor

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Chris
Heaman

Portfolio Manager, Quintessence Wealth

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Kenneth
MacQueen

Associate Portfolio Manager, Quintessence Wealth

Managing Partner, SBW Wealth Management

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Catherine
Dorna

Chief Compliance Officer, Quintessence Wealth

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.

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

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