Doyle Jacobs Advisory Group

Client Appreciation Day

Thank you for being a client. We’re grateful for your trust and the opportunity to support you in achieving your financial goals.

Every element is designed to support your goals

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

Investment management
Private banking
Wealth planning
Estate and trust

We start with what is personal to you

Your Financial Roadmap

Your financial journey begins by discovering the things that are most important to you, then developing a pathway to help accomplish these objectives.

Our community knows our level of commitment. We are committed to our community and their hopes, dreams, causes and concerns.

Each family’s financial roadmap is different and dynamic. We sit down and in very simple terms – listen.

We provide you with a financial vision statement on ONE page.

Most folks find financial services complex and impersonal … we start with what is personal to you. One page with your financial hopes and dreams

Click here to see Doyle Jacobs Advisory Group Roadmap.

Our team is honored to be featured in My Business Magazine. Check out the article here!

My Team

Brady Doyle, B.B.A., CIM, FCSI, AICB, PFP, CFP®

Portfolio Manager
Senior Wealth Advisor

Ross Jacobs, MBA, CIM®

Senior Wealth Advisor

Leanne Moore

Financial Associate

Nancy Wry-Wilton

Client Associate

Liza Polivina

Administrative Assistant

Learn more

Address

Doyle Jacobs Advisory Group Address

1969 Upper Water Street, Tower Two

Suite 1801

Halifax, NS B3J 3R7

Telephone number: (855) 420-6228

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Home

Client Appreciation Day

Every element is designed to support your goals

Every element is designed to support your goals

We start with what is personal to you

Your Financial Roadmap

Our team is honored to be featured in My Business Magazine. Check out the article here!

My Team

Brady Doyle, B.B.A., CIM, FCSI, AICB, PFP, CFP®

Ross Jacobs, MBA, CIM®

Leanne Moore

Nancy Wry-Wilton

Liza Polivina

Contact us

Address

Sorry, there's been a server error.