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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

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

About Wernfrid

Are you a business owner looking for a trusted partner to help keep more of your hard-earned money? Let me use my two decades of experience to help minimize your tax burden while maximizing your savings.

It's important to me to understand what you're working toward before you invest your money. My goal is not to just recommend this or that investment, but to create a holistic financial plan tailored for you, your business, and your family. I work with your accountant, lawyer, and other trusted professionals to deliver comprehensive strategies that utilize their expertise. With a plan in place, you...

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

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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.

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