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.
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 & Associates 8903 Commercial Street New Minas, NS B4N 3E1
- T 902.679.2881
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- Map & Directions
- Lovitt Plaza 368 Main Street Suite 107 Yarmouth, NS B5A 1E9
- T 902.742.8818
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- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
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