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Bringing Clarity
to the Planning Process
The attention you deserve, the expertise you need

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

Our Process

A Multidisciplinary Approach to Advice

Private
Wealth
Corporate
Planning
Retirement
Income Planning
Insurance & Estate Planning

Our Team

Providing wealth management and financial planning advice for families is what we do

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Roger Sinclair
CFP

Partner

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Kathy Robinson
PFP

Business Service Specialist

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Andrew Mackinnon
CFP, CLU

Partner

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Cheryl Paraskevopoulos
CERT, ACS, ALMI

Business Service Specialist

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Jim Horwich
CPA, CA

Family Wealth and Succession Specialist

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Joanne Johnsen

Director of Operations

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Kenneth MacQueen
MBA, CFP

Wealth Advisor

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 Nova Scotian 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.