It’s Personal

You’re One-Of-A-Kind

Your finances are very personal. The foundation of your financial planning should be just that. Personal.

With us, you’re not a customer number. Robert and his team, Michele & Heather, know every client by name. With many of our client families, it’s even multi-generational…
meet our team

Optimal

Portfolio Management

Investments aren’t set-and-forget. Things change. World events, economic and monetary policies, market trends and sentiments all influence investment performance. Your portfolio needs to be responsive to these factors, while remaining in step with your objectives. We pay attention.
learn more

Pro-Active

Planning Strategies

You’re unique – absolutely one-of-a-kind. Your investment vision isn’t the same as anyone else’s. For instance, method matters – tax & inflation affect different clients in different ways. Planning strategies, specifically tailored to your intentions, are our forté. Let’s talk about it.
learn more

Optimal

Portfolio Management

Investments aren’t set-and-forget. Things change. World events, economic and monetary policies, market trends and sentiments all influence investment performance. Your portfolio needs to be responsive to these factors, while remaining in step with your objectives. We pay attention.
learn more

Pro-active

Planning Strategies

You’re unique – absolutely one-of-a-kind. Your investment vision isn’t the same as anyone else’s. For instance, method matters – tax & inflation affect different clients in different ways. Planning strategies, specifically tailored to your intentions, are our forté. Let’s talk about it.
learn more

Optimal

Portfolio Management

Investments aren’t set-and-forget. Things change. World events, economic and monetary policies, market trends and sentiments all influence investment performance. Your portfolio needs to be responsive to these factors, while remaining in step with your objectives. We pay attention.
learn more

Pro-active

Planning Strategies

You’re unique – absolutely one-of-a-kind. Your investment vision isn’t the same as anyone else’s. For instance, method matters – tax & inflation affect different clients in different ways. Planning strategies, specifically tailored to your intentions, are our forté. Let’s talk about it.
learn more

Robert Sidney CFP, Senior Financial Advisor & Branch Manager, Manulife Securities Investment Services Inc., Bedford, Halifax & Truro, NS. Mutual Funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through R.A.Sidney Investments Ltd. Banking products and services are offered through referral. Manulife Securities Disclaimers