Find a CEA

I hold my Certified Financial Planner^TM designation,  Chartered Life Underwriter^TM designation, as well as a
Bachelors of Commerce degree with a major in Finance. Along with my two business partners I own and operate a financial services business contracted with Sun Life Financial.

I provide full services financial planning, including but not limited to retirement planning, income planning, life insurance, critical illness insurance, disability insurance, mutual funds, RRSPs, and TFSAs.

My ability to provide an excellent level of service to clients is a result of the team of qualified individuals I am a part of.

I have been with Westoba Credit Union for over 17.5  years in many roles but in my current  role as Estate specialist since April 28^th,
2020.

The Estate Specialist
position was created to ensure a consistent member experience when assisting
members with estates, while still providing compassion in a time of need. This
role is responsible for ensuring that the estate process is handled seamlessly,
which in turn supports the branches in retaining funds of deceased members.
This position looks for ways to do things easier, better, and faster,
contributing to building our Nimble organization.

Building strong trustworthy relationships and
connection with our members and them having confidence and trust in me and
showing that I care about them and listening and seeing them and providing
guidance to help them through their difficult loss of a loved one that they are
not alone in this that I am here for them.

In the world of the great outdoors, an outfitter is a professional guide or guide service that provides clients with access to opportunities and experiences that can be difficult and costly to obtain on their own. 

If you are an angler or hunter, or might be interested in becoming one, we are your outfitters.  We are your guides to wealth and beyond - whether it is financial security, or a harvest of fish and game, or both. 

With our three decades of financial services experience, and a lifetime of fishing and hunting experience, we help you avoid the pitfalls - so you can get the absolute most out of every opportunity in all worlds.  

About Evangeline Wealth Management

As Nova Scotia’s largest
independent Wealth Management Company, we also have access to a broad array of
savings and investment products from all of the major Banks, Independent Investment
Management Companies and also all major Life Insurance Companies.

Biography - David Morse

Independent Financial Planner and Trust and Estate Practitioner with Sterling Mutuals Inc. I provide full comprehensive financial plans, estate plans as well as personal income tax preparation for my mutual fund and segregated fund investment clients.

As a partner at The Steele Group we apply a time tested approach to financial planning with a combined work experience of 35+ years between our 3 partners. Financial planning is a broad, comprehensive process. It’s this big picture approach that sets professional financial planners apart from all other financial advisors who may have been trained to focus only on one aspect of your finances.

I have 15 years in business as an advisor. I run a successful multi advisor corporation with 3 advisors and 2 assistants. I am also a Certified Divorce Financial Analyst.

We are wealth managers that have take a lot of time to understand our clients situations.