A personalized approach to managing wealth

Your finances meet and merge with every aspect of your life. The cornerstone to leading the life you imagine for yourself, your loved ones, and even your community is a long-term, committed partner who listens to your story, and personalizes an adaptive roadmap for your financial journey.

Straightforward, transparent, and guiding with expert knowledge, known throughout the Maritimes for our ability to cut through the clutter of managing wealth and collaboratively construct a plan to address our clients’ unique needs.

For over 35 years now, Stephen Bishop & Associates has devoted our expertise to helping people just like you — entrepreneurs, executives, and families — achieve their financial objectives. Whether it is managing an assorted array of investment portfolios in Canada and the United States, or collaborating with the specialists at Raymond James in completing a comprehensive financial, tax or estate plan, we integrate innovative wealth management strategies into a customized long-term plan to guide you, your family, and your finances for the many days following tomorrow.

“That is what we do, and we invite you to enjoy one of the finest wealth management relationships you will ever experience in an environment truly focused on you”

– Stephen Bishop

Areas of Expertise:

When we are not working with our clients, we are contributing to our community. Learn more about our team.

Business Owners & Executives

Business Owners & Executives

01/28/2022
Helping you manage your financial success
Niches
Business Owners’ Families

Business Owners’ Families

01/27/2022
A pragmatic approach to wealth management
Niches
Our Cross Border Specialty

Our Cross Border Specialty

01/26/2022
Unique solutions for Americans and Canadians.
Niches

You are the centre of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Stephen Bishop

Stephen

Bishop Branch Manager Investment Advisor
Lisa Muise

Lisa

Muise Licensed Investment Advisor Assistant
Heather Bishop

Heather

Bishop Licensed Investment Advisor Assistant
The art is not in making money, but in keeping it.
Proverb