Jeff Scammell
Partner & Advisor
Since 2010, I've been diving deep into the financial services world, helping successful folks like you navigate the ins and outs of wealth planning and real estate investment. But what really gets me going? Working with fellow business owners. Their stories inspire me every day, and I've made it my mission to create a company that's all about helping entrepreneurs thrive.
My approach? It's pretty simple, really. I believe in honest, no-nonsense conversations and building relationships based on trust and transparency. Family and community mean everything to me, so you'll often find me out on the boat or hitting the links with my loved ones. And when I'm not doing that, you can bet I'm involved in my church community, passing down good values to the next generation.
Murray Tucker
Partner & Advisor
With over 15 years of experience in the industry, my mission is to empower Atlantic Canadians to keep more of their hard-earned money and achieve their desired lifestyle income. I specialize in creating wealth plans that are tailored to their unique stories.
I firmly believe that everyone's financial journey is different, which is why I take the time to truly listen to what's important to my clients. No two plans are alike because it's your story, your plan. My approach is all about providing unbiased advice that is free from any one-size-fits-all solutions.
Robert McGuire
As a leader at Atlantic Benefits Collaborative, I prioritize optimizing compensation models to attract and retain top talent. With over 25 years of experience, I spearhead a strategic process supported by collaborative partnerships in Human Resources, Corporate Health & Wellness, Ergonomics, and payroll/bookkeeping.
Trusted by companies across Atlantic Canada, we deliver comprehensive Total Compensation programs that drive employee satisfaction and organizational growth. My commitment lies in guiding businesses towards sustained success through innovative solutions and unwavering client focus.
Arthur Cormier
Advisor
Arthur Cormier, a wealth management professional, holds certifications as a Life insurance agent (including Accident and Sickness) and Investment Representative. His expertise lies in tailoring solutions to protect clients’ financial well-being. Arthur focuses on risk mitigation, tax efficiency, and a holistic approach to personalized financial planning.
As a family man, he understands the importance of financial security for loved ones. As a trusted advisor, he provides tailored advice and exceptional service, whether it’s retirement planning, estate preservation, or wealth accumulation1. Connect with Arthur Cormier today to explore how he can help you achieve your financial goals.
Mike Basque
Advisor
Dedicated to his role as a financial advisor, Mike brings a deep-seated passion to guiding his clients towards securing their financial futures and providing support during challenging times. With extensive experience in the financial sector, Mike offers tailored advice to individuals and families, empowering them to make informed decisions that align with their financial objectives
Outside of his professional commitments, Mike finds immense fulfillment in the company of his partner and three children. Whether cruising on his Harley, cheering from the sidelines at his kids' sports events, casting a line while fishing, or actively participating in his local church community, Mike treasures every moment spent with his loved ones.
Marianne Agudo
Advisor
Marianne Agudo is a licensed life insurance agent, including accident and sickness coverage, and is also licensed in segregated funds. As a Qualified Associate Financial Planner (QAFP) candidate, Marianne is committed to empowering her clients by providing personalized insurance and investment strategies that protect their health, life, and wealth. She focuses on helping new Canadians and young families navigate the complexities of financial planning with clear guidance and compassionate support.
Marianne is also the host of the “Unpacked & Empowered Finances” podcast, where she breaks down financial topics to make them accessible and actionable. In her free time, she enjoys reading and spending quality moments with her family.
Greg Keith CFP®, RRC®,RWM™
Advisor
After excelling as an award-winning Advisor and Manager in the financial services industry for almost two decades, Greg founded Keith Wealth Management Inc. in 2018.
Greg is a licensed investment dealer through the Investment Funds Institute of Canada. Along with his vast and impressive experience, Greg also has his Life, Accident & Sickness insurance (LLQP) license. Greg’s accomplishments throughout his tenure in the financial services industry include the completion of the Branch Managers (IFSE) course, the Certified Financial Planners (CFP) designation, Benefits and Private Health Care Advisor (BPHA) designation, and the Responsible Investment Specialist (RIS) designation.
Among his many achievements, Greg is also an MDRT Court of the Table Qualifier.
When he isn’t excelling in the financial services industry, Greg can be found spending quality time with his wife and two kids or indulging in their love for the outdoors through golf, camping, and travelling to faraway places.
Angela Dibblee RIS
Advisor
As a Licensed Investment Dealer through the Investment Funds Institute of Canada, Angela’s place in the field has been solidified by her many accomplishments.
Before her current position as Financial Advisor, Angela spent several years working in the marketing, business, development, and corporate ownership sectors. She also spent some time with a national financial services firm.
Angela has made career learning her priority. Following graduation from the Business Administration-Marketing program at New Brunswick Community College Saint John, she has gained more training designations such as the Responsible Investment Specialist (RIS), as well as the Life, Accident, and Sickness Insurance Dealer license (LLQP).
The career drive Angela possesses is unwavering, and she continues to set new goals for herself. One such target is achieving the Professional Financial Advisor designation.
When Angela isn’t progressing in the financial sector, she can be found spending time with her family, volunteering, or enjoying all the world has to offer through travel.
Brian Stairs
Advisor
With over 40 years of experience in the financial services industry, Brian has built a reputation as a trusted advisor dedicated to helping individuals and families navigate the complexities of retirement planning. Throughout his career, he has worked with clients from all walks of life, offering tailored retirement solutions that reflect their unique goals and circumstances. Brian's decades of hands-on expertise and unwavering commitment to client success have made him a valuable resource and a respected voice in the field of financial planning.
Jason Lyons
Advisor
With ten years of experience as a funeral director early in his career, Jason was inspired to transition into financial planning after witnessing firsthand the emotional and financial hardships families often faced after the loss of a loved one—especially when no planning had been done. His expertise over the past twenty-five years has since evolved to include corporate succession and tax planning, always tailored to the personal goals and unique needs of his clients. Jason takes great pride in building long-term relationships that continue well into the future.
At the age of fifteen, Jason was awarded the Medal of Bravery alongside his grandfather for rescuing five men whose boat had overturned on a lake during hunting season. This pivotal experience, along with his time in funeral services, deeply shaped his understanding of the importance of life, legacy, and preparation for the future.
Theresa Rogers
Theresa has joined us in the role of Operations Manager and will be based in our Saint John office. With over 5 years of industry experience, Theresa brings a wealth of knowledge and expertise to our team. She has successfully completed the investment management program at NBCC and holds licenses in life insurance and mutual funds. Theresa's commitment to professional development is evident through her recent completion of the Canadian Compliance Course through IFSE.
Paul Bethel, CFP®, CLU®, CIM®
Financial Planning Consultant
With over 20 years of experience and more than 3,000 plans consulted on, built or reviewed, I help advisors strengthen their advice process, simplify their workflows, and elevate the client experience.
When I’m not deep in financial plans, you'll find me cycling the beautiful trails of the Maritimes, enjoying beach days with my wife, two energetic boys, and our Australian Labradoodle.