Our Expert Team

The principals at Atlantic Wealth Management are Atlantic Canada’s trusted team for tailored wealth-building and financial problem-solving. We team up to bring our deep knowledge, extensive experience, unflagging energy, and uninhibited imagination to the table. We’re a close-knit group of specialists with a broad range of technical expertise in the financial planning field.

Chris Valardo, B.A. Comm, CFP is the President and CEO of Atlantic Wealth Management.

Chris began working in the financial planning industry after graduating from university and knew right away that he’d found his niche. Looking back, he wouldn’t have considered doing anything else. Chris has worked in all areas of the financial planning industry over the course of his career, including as VP of the industry’s largest company.

Chris has assembled a team of Associate Advisors who are expert in their respective fields and able to address your unique financial circumstances.

Terry L. Thorne, CA is a Chartered Accountant who brings extensive expertise from his career at an international accounting firm and from owning and operating an insurance agency. Terry provides tax and estate planning advice to both self-employed individuals and business owners.

Nick Mombourquette, BBA, GBA is our in-house Group Benefits Specialist who works directly with the owners of both large and small companies to create tailored and cost-effective group benefit and retirement plans. In addition, he works with individuals and business owners to provide personalized insurance and investment solutions. Nick is part of a select few Atlantic Canadian Group Benefit Advisors who is qualified to represent leading group benefit TPA’s (Third Party Administrators).

Nick@atlanticwealth.ca
902-429-4001 (Office)

Leslie Valardo

Leslie Valardo

Director of Marketing and Community Involvement.

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Pam Jardine
Client Services Manager

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Sabrina Schnare
Administrative Coordinator, Client Service