Sometimes you have to stop and think outside the business.
Success doesn't happen alone.
The community matters to us. You're in it. We're in it. Our families and businesses are in it.

SBW Wealth Management & Employee Benefits


SBW Wealth Management and Employee Benefits provides financial advice to business owners, professionals, and their families. Through a unique planning process and combining both individual wealth planning with employee benefits and retirement planning, we're able to provide an end-to-end solution to our clients.

We spend our days working primarily with business owners because much of their focus is on their day-to-day business demands, and they risk missing out on the full opportunity their business gives them. We want to make sure they don't miss those opportunities.

Halifax-based and serving Atlantic Canada, we've spent decades helping our clients think "outside their business" through an advanced planning process and independent advice. We know that everyone's story is different – your story is different – and that's why we take the time to bring a disciplined approach to helping you pursue meaningful goals.

We're active in our community, active in our industry and bring the experience that's required to create a plan that's tailored to you.

Contact us to find out how you can think outside your business!