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Proudly serving all Nova Scotians from the heart of the HRM for over 35 years.
Our Team
Paul Romkey, CFP, B Comm:
Paul Romkey is a Certified Financial Planner and a graduate of the Bachelor of Commerce Program at Dalhousie University. Paul has been in the industry since 1976, earning him nearly 40 years experience in the investment and insurance industry. He is recognized as one of Atlantic Canada’s leading independent brokers and is a member of the Million Dollar Round Table, an organization that recognizes the world’s top producers. Paul is also a member of Advocis, a Professional Association of Financial Advisors.

Joe Romkey, BA:
Joe Romkey has been a Financial Advisor since 2013. He is a graduate of the Bachelor of Arts Program at University of Toronto. Joe is experienced in both the investment and insurance industry, and is currently working to earn his designation as a Certified Financial Planner.