Who We Help

If you’re like us, you’re a planner — aiming to create a purposeful life that is safe and secure. You are certain about your goals, but flexible about your methods. You are the people with whom we are able to do our best work, whether you’re a Maritime self-employed professional, business owner, executive or nearing retirement. By learning the purpose behind your wealth, we can determine the best way and provide the motivation to help you reach your financial objectives. We promise to tell you the “must do’s” and “gotta get done’s”, and to be your financial compass, guiding you to financial security.

Our Unique Canada - US Expertise

Perhaps, like many of our clients at Stephen Bishop & Associates, you are a member of that exclusive community of people holding investments in both Canada and the United States. You may choose to engage with us because we have the rare ability and unique services to manage the legal and regulatory challenges of cross-border investing and tax planning as a benefit of specialized Canadian and US licensing we hold.

Regardless of your individual circumstances and varied needs, you may also share two driving forces that are common to all our clients. First, you are a realistic, straightforward communicator. And second, your perspective is long-term. You want a customized, lifelong financial road map designed to ensure that your wealth is protected today, tomorrow, and in the days to come.

Knowing that, we make the following promises to our clients:

• We are honest in all that we do
• We respect your time, and ours
• We listen
• We do not avoid difficult conversations
• We expect you to hold us accountable
• We believe transparency in our work means reliability in your life

To learn more about how we serve business-owners, executives, self-employed professionals, and their families Click here