First Wealth Advisors
  • What to expect: Goals -> Plan -> Products -> Course Correct Asset-Map: Financial Organization and Decision Making The Ultimate Estate Planning Checklist Evidence-Based (Rules-Based) Investing
  • Assured Access: Guaranteed Health Coverage For Life Parents: Are you insuring the goose or the eggs? Blue Cross Health: Flexible Health Coverage Manulife Instant Travel Coverage *10 Days, 10 Visuals, 10 Lessons* Health Spending Accounts
  • Contact
  • Privacy
First Wealth Advisors
  • Planning/
    • What to expect: Goals -> Plan -> Products -> Course Correct
    • Asset-Map: Financial Organization and Decision Making
    • The Ultimate Estate Planning Checklist
    • Evidence-Based (Rules-Based) Investing
  • Resources/
    • Assured Access: Guaranteed Health Coverage For Life
    • Parents: Are you insuring the goose or the eggs?
    • Blue Cross Health: Flexible Health Coverage
    • Manulife Instant Travel Coverage
    • *10 Days, 10 Visuals, 10 Lessons*
    • Health Spending Accounts
  • Downloads/
    • Contact/
    • Privacy/
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    First Wealth Advisors

    Uncommon income deserve uncommon strategies and advice

    Website Directory

    First Wealth Advisors
    • Planning/
      • What to expect: Goals -> Plan -> Products -> Course Correct
      • Asset-Map: Financial Organization and Decision Making
      • The Ultimate Estate Planning Checklist
      • Evidence-Based (Rules-Based) Investing
    • Resources/
      • Assured Access: Guaranteed Health Coverage For Life
      • Parents: Are you insuring the goose or the eggs?
      • Blue Cross Health: Flexible Health Coverage
      • Manulife Instant Travel Coverage
      • *10 Days, 10 Visuals, 10 Lessons*
      • Health Spending Accounts
    • Downloads/
      • Contact/
      • Privacy/

      7 Facts

      Asset Map

      Asset Map Schedule

      Blue Cross - Complete Health

      Blue Cross - Assured Access

      Disability Insurance (beta)

      Estate Planning Checklist

      Evidence-Based Investing

      Harder to insure

      HSA

      Key principles to improve your odds of success

      Life Insurance

      Manulife Links: Travel + Health and Dental

      Manulife Vitality

      Newsletter Confirmation

      Newsletter Email Confirmation

      One-page Financial Plan

      One-page plan download

      Payment Portal

      Scary Markets

      Schedule - Calendar Link

      Sun Life - Individual Health Plans (underwritten)

      Sun Life - Individual Health Plans (guaranteed issue)

      Waitlist (beta)

      WFM Fee Schedule and CADB

      Typeform Forms

      • Planning/
        • What to expect: Goals -> Plan -> Products -> Course Correct
        • Asset-Map: Financial Organization and Decision Making
        • The Ultimate Estate Planning Checklist
        • Evidence-Based (Rules-Based) Investing
      • Resources/
        • Assured Access: Guaranteed Health Coverage For Life
        • Parents: Are you insuring the goose or the eggs?
        • Blue Cross Health: Flexible Health Coverage
        • Manulife Instant Travel Coverage
        • *10 Days, 10 Visuals, 10 Lessons*
        • Health Spending Accounts
      • Downloads/
        • Contact/
        • Privacy/

        First Wealth Advisors

        Let’s make planning an enjoyable experience. Our goal: No out of pocket cost, less risk, more certainty.

        First Wealth Advisors  |  237 Brownlow Ave  |  Suite 100  |  Dartmouth, NS |  B3B 2C6  |  1.902.802.7718

         
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        ETFs, Mutual Funds, and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Scott Gannon Financial Inc. and MacKeen Wealth Management Ltd. o/a First Wealth Advisors.

        Graphics credit: @jackbutcher

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