Harry, Nick, and Donovan take an intergenerational team approach to financial planning. Harry, Nick, and Donovan all hold CFP® designations. Combined, the team has over 50 years of experience in the financial services industry. Using their unique perspectives, the team provides clients with an in-depth planning experience that expands far beyond investment management. Working as a team, we use holistic planning to help clients develop strategies that focus on retirement, tax planning, estate planning, and business successions. We focus on helping individuals and small businesses understand where they’re at and provide a clear path on how they can get to where they want to be.

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Deneault & Greyard

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Deneault & Greyard

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