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Wernfrid Doll, Financial Advisor

FINANCIAL ADVISOR
Wernfrid Doll

377 Main Street, Yarmouth, NS B5A 1C9opens in a new window
CallSend Me a Message

Focus Areas

  • Sustainable Investing
  • Business owner considerations
  • Estate and legacy strategies
  • Intergenerational planning
  • Wealth protection strategies
  • Charitable giving

About Wernfrid

As a financial advisor, I specialize in socially responsible investing.

I also believe it's important to dedicate my time to understand what you are working toward before you invest your money. Working closely with you and your accountant, lawyer and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the...

Personal Interests

  • Animal Rescue
  • Sustainability
  • Social Responsibility
  • Gardening
  • Reading

Team Members

  • Doreen Brannen
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(902) 966-4908

Fax

(877) 622-6302

Office Address

377 Main Street
Yarmouth, NS B5A 1C9opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More