First Wealth Advisors Employee Directory

First Wealth Advisors corporate office is located in 237 Brownlow Ave Suite 100, Dartmouth, Nova Scotia, B3B 2C6, Canada and has 11-50 employees.

first wealth advisors

worldsource financial management inc

Employees by Department

Departments

Number of employees

C-Suite

Sales

Operations

Key Employees of First Wealth Advisors

KS
Kayte Samson
Manager, Client Relations
PhoneEmail
KI
Kim Irving
Manager, Operations & Insurance Advisor
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

First Wealth Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from First Wealth Advisors

Hundreds of professionals searching for First Wealth Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

TM
Trent MacKeen
Email Direct
Co-Founder & Partner
Canada , Nova Scotia , Dartmouth

KS
Kayte Samson
Email Direct
Manager, Client Relations
Canada , Nova Scotia , Dartmouth

KI
Kim Irving
Email Direct
Manager, Operations & Insurance Advisor
Canada , Nova Scotia , Dartmouth

Former Employees at First Wealth Advisors

Explore people who held key positions, contributed to First Wealth Advisors's success, and advanced their careers.

CG
Cameron Gannon
Manager, Laboratory Op... at The Cannabist
Worked as Financial Associate & Advisor
at First Wealth Advisors (2022-2024)
Email Direct
JS
Joseph Shinske
Lpl Financial Advisor at LPL Financial
Worked as Financial Services Representative
at First Wealth Advisors
Email Direct

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Frequently Asked Questions Regarding First Wealth Advisors Employees

How many employees does First Wealth Advisors have?

First Wealth Advisors has 11-50 employees

Who are First Wealth Advisors key employees?

Some of First Wealth Advisors key employees are Kayte Samson, Kim Irving

Where is First Wealth Advisors located?

First Wealth Advisors’s headquarters are located at 237 Brownlow Ave Suite 100, Dartmouth, Nova Scotia, B3B 2C6, Canada

How do I contact First Wealth Advisors?

First Wealth Advisors Contact Info: Phone number: (902) 802-7718 Website: www.firstwealthadvisors.ca

What does First Wealth Advisors do?

Lets make planning an enjoyable experience. Our goal: No out of pocket cost, less risk, more certainty. First Wealth Advisors | 237 Brownlow Ave | Suite 100 | Dartmouth, NS | B3B 2C6 | 1.902.802.7718 Mutual funds and some segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fun... Read More

Is First Wealth Advisors a public company?

First Wealth Advisors is private company therefore does not currently have an official ticker symbol

See more information about First Wealth Advisors Employees