Business Details
Your Trusted Partner for Comprehensive Financial Solutions in Dartmouth
At SBW Wealth Management, we redefine financial planning as a deeply personal journey toward security, independence, and fulfillment. With decades of combined experience, our team of certified professionals employs an evidence-based approach to craft strategies aligned with your values, lifestyle, and long-term objectives. We prioritize active listening to understand each clients unique aspirations, ensuring tailored solutions that span investments, retirement planning, insurance, estate planning, and business succession. Our partnership with Quintessence Wealth grants access to premier investment platforms, while third-party custodians safeguard assets for transparency and security.We specialize in serving entrepreneurs, pre-retirees, and families, offering unbiased guidance through complex financial landscapes. Our holistic philosophy integrates tax strategies, risk management, and wealth preservation to build enduring legacies. Backed by designations like CFP, CFA, and CIM, our team emphasizes clear communication, ongoing support, and adaptability to evolving life circumstances. Recognized for community leadership and industry excellence, we aim to simplify financial decision-making while empowering clients to live with confidence and clarity.
Services
Investment Management
Financial Planning
Estate Planning
Insurance Services
Business Succession Planning
Retirement Planning
Tax Strategies
Risk Management
Wealth Preservation
Charitable Giving
Highlights and features
- We offer tailored financial strategies based on 20+ years of industry experience.
- Our team holds prestigious certifications including CFP, CFA, and CIM designations.
- We utilize third-party custodians to ensure transparent and secure asset management.
- Our holistic approach integrates tax, estate, and risk management solutions.
- We provide ongoing guidance to adapt plans to evolving client circumstances.
Services
Investment Management
Our investment management service designs personalized portfolios aligned with your risk tolerance, financial goals, and tax considerations. Utilizing Quintessence Wealths premier platform, we offer access to diversified investment products and strategies tailored for high-net-worth individuals. With registered portfolio managers and third-party custodians ensuring asset safety, we focus on long-term growth and wealth preservation through disciplined, evidence-based approaches.
Estate Planning
Estate planning ensures your wealth transfers seamlessly to future generations while minimizing tax liabilities. We collaborate with legal and tax advisors to create customized wills, trusts, and succession plans that reflect your values. Our approach addresses wealth transfer complexities, including business succession and charitable giving, to protect your legacy and provide peace of mind for you and your family.
Financial Planning
Comprehensive financial planning starts with understanding your unique goals, from retirement security to tax optimization. We develop roadmaps covering cash flow, investments, insurance, and risk management, adapting strategies as life evolves. Our evidence-based methodology prioritizes clarity and actionable steps to help you achieve financial independence and long-term stability.
Business Succession Planning
Business succession planning prepares entrepreneurs for a seamless transition of their company. We address governance, valuation, and tax implications while aligning exit strategies with personal financial goals. By coordinating with legal and accounting professionals, we ensure your business legacy continues while securing your familys financial future through structured buy-sell agreements and ownership transfer frameworks.
Retirement Planning
Retirement planning focuses on building sustainable income streams tailored to your lifestyle aspirations. We analyze savings, pensions, and investment portfolios to optimize tax efficiency and longevity. Our strategies incorporate risk management and estate considerations, ensuring confidence in maintaining financial independence throughout retirement while adapting to market changes and personal circumstances.
People
Andrew Mackinnon
Managing Partner and Wealth Advisor
Andrew Mackinnon, CFP and CLU, specializes in financial planning for entrepreneurs with 20+ years of experience. He focuses on retirement, tax, and estate planning while actively coaching hockey and golfing in his free time.
Kenneth MacQueen
Managing Partner, SBW Wealth Management
Kenneth MacQueen, MBA, CIM, CFP, provides financial and investment planning expertise across Canada and the UK. With a decade in wealth management, he prioritizes clear communication and long-term security for retirees and business owners.
Roger Sinclair
Wealth Advisor
Roger Sinclair, CFP, has 39 years of advisory experience and founded SBW Wealth Management. A CALU board chair and Jack Hopwood Award recipient, he specializes in holistic planning and community advocacy.
Cheryl Paraskevopoulos
Business Service Specialist
Cheryl Paraskevopoulos brings 15 years of financial services experience, holding ACS and ALMI certifications. She ensures operational efficiency while managing client needs with precision and timely execution.
Jessica McKay
Wealth Support Associate
Jessica McKay supports clients with administrative excellence, leveraging 11 years of customer service and project coordination experience. Certified in agile workplace practices, she enhances team efficiency and client satisfaction through organized execution.
Questions
What financial planning services do you offer?
We provide investment management, estate planning, retirement strategies, business succession planning, tax optimization, and risk management tailored to individual and family needs.
How do you ensure my investments are secure?
We use third-party custodians recognized for asset safeguarding and employ evidence-based strategies to minimize risk while aligning with your financial goals.
Do you work with business owners specifically?
Yes, we specialize in addressing unique challenges faced by entrepreneurs, including succession planning, governance, and wealth transfer strategies.
What areas do you serve?
While based in Dartmouth, Nova Scotia, our services extend to clients across Canada through our partnership with Quintessence Wealth.
