SBW Wealth Management & Employee Benefits Information

SBW Wealth Management and Employee Benefits provides financial advice to business owners, professionals, and their families. Through a unique planning process and combining both individual wealth planning with employee benefits and retirement planning, we're able to provide an end-to-end solution to our clients. We spend our days working primarily with business owners because much of their focus is on their day-to-day business demands, and they risk missing out on the full opportunity their business gives them. We want to make sure they don't miss those opportunities. Halifax-based and serving Atlantic Canada, we've spent decades helping our clients think "outside their business"​ through an advanced planning process and independent advice. We know that everyone's story is different – your story is different – and that's why we take the time to bring a disciplined approach to helping you pursue meaningful goals.