Meet the People Behind Your Financial Security
Our team combines decades of experience with fresh perspectives, bringing together diverse backgrounds in financial planning, risk management, and wealth preservation to guide your journey toward lasting financial security.
Our Financial Security Specialists
Each member of our team brings unique expertise and real-world experience to help you navigate complex financial decisions with confidence.
Zelda Thornwick
Chief Financial Strategist
Zelda started her career analyzing municipal bonds in Halifax before transitioning to private wealth management. She spent eight years at a major Canadian investment firm, where she noticed how often clients felt overwhelmed by jargon and complex strategies. That experience shaped her approach to financial security – making sophisticated planning accessible to everyone.
What sets Zelda apart is her ability to translate complex financial concepts into practical, actionable steps. She's particularly passionate about helping people understand the real impact of their financial decisions on their long-term security.
Bramwell Kestwick
Senior Risk Management Advisor
Bramwell brings fifteen years of experience from the insurance and risk management sector. He originally studied actuarial science but found his true calling in helping individuals understand and prepare for financial uncertainties. His background gives him a unique perspective on how unexpected events can impact financial security.
He's known for his methodical approach to identifying potential financial vulnerabilities and creating robust protection strategies. Bramwell believes that true financial security comes from preparing for what you hope never happens.
Cordelia Nightengale
Financial Education Director
Cordelia's background in adult education and financial literacy makes her instrumental in our educational initiatives. She spent six years teaching financial planning at a community college before joining our team. Her academic approach helps people build genuine understanding rather than just following advice.
She develops our educational programs and believes that informed clients make better financial decisions. Cordelia is particularly skilled at breaking down complex financial concepts into digestible learning modules that actually stick.
How We Approach Financial Security
Our methodology is built on principles that prioritize your long-term financial well-being over short-term gains.
Evidence-Based Decisions
We base our recommendations on thorough analysis and proven strategies rather than market trends or popular investment themes. Every suggestion comes with clear reasoning and historical context.
Security First
Before pursuing growth opportunities, we ensure your financial foundation is solid. This means adequate emergency funds, appropriate insurance coverage, and risk management strategies tailored to your situation.
Education Over Sales
We believe informed clients make better financial decisions. Our role is to educate and guide, not to sell products. You'll understand the reasoning behind every recommendation we make.
Transparent Process
No hidden fees, no complex structures you don't understand, no pressure tactics. We explain everything in plain language and ensure you're comfortable with each step of your financial plan.