WHO WE ARE

When we do well, so do our kids
(and your kids too!)
Let’s do well together

100% Family Run

Matthew Bishop, Matt Bishop, Bishop Wealth Management

MATTHEW BISHOP

A proud father of three beautiful girls - Marnie, Lilly, and Victoria - Matthew is a four-time National Squash Champion, 2022 National Masters Champion and placed fifth in the world in 2018. He understands there’s a difference between making a living and making a life.

Matthew, a graduate of Dalhousie University’s Bachelor of Commerce program, has been growing his wealth management business since 2000. Through a series of mergers with retiring financial planners, he has been entrusted with the financial security of their clients as well as his own. He strives to maintain the excellent service these clients have received for decades as they pursue their financial goals.

Expect an open and friendly conversation when you’re with Matthew. While financial matters can be complex, he believes conversations about finances don’t have to be. He prefers plain language, straightforward planning, and informed decisions for his clients.

MEET THE TEAM

Ron Bain

Ron Bain, CLU, CH.F.C, FINANCIAL ADVISOR

Ron graduated from Dalhousie University in 1967 with a B. Comm. and joined the Department of Manpower and Immigration as a Manpower Counselor. Ron started his career in the financial industry with The Travelers Insurance Company as a Field Supervisor. in Vancouver, B.C. In 1976 Ron started his own Insurance agency in his home town of Yarmouth, NS. In 1986 Ron received his CLU designation and started R&L Insurance Agency providing services in life insurance and estate planning to his clients with his sponsoring company Maritime Life associated with A.H. Bishop and Associates. Ron obtained his CH.F.C. in 1998. In 2018 Ron joined his business with Matt Bishop and is semi-retired while still working with some of his clients.

ronbainclu@ns.sympatico.ca | (902) 742-9189

Harvey Bishop

HARVEY BISHOP, FINANCIAL ADVISOR

Harvey has been involved in the financial industry since 1975. He spent the first six years after university working for an international commercial credit reporting organization evaluating the credit worthiness of business entities. Latterly based at the Canadian head office in Toronto. In 1981 he accepted a position with The Maritime Life Assurance Company of Halifax as Manager of Client Services, then Regional Marketing Director for Atlantic Canada and West Germany.

In 1988 he transitioned to private practice as an independent financial advisor. In 1991 he founded A.H. Bishop & Associates Inc. as independent financial general agency offering financial products, services, and advice to clients through a network of independent advisors. In 2009, Harvey amalgamated his general agency with Canada’a largest independent general agency and semi-retired to Nova Scotia’s South Shore where he maintains an office and continues to enjoy working with his longtime clients.

ahb@ahbishop.ca | (902) 471-4272

Norm Collins

NORM COLLINS, BMATH, FCIA, FLMI, RETIREMENT ASSESSMENT CONSULTANT

After graduating form the University of Waterloo, Norm continued his studies. He became a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries. This background is the foundation for his ability to analyze and provide retirement assessments. Norm spent the majority of his career as an actuary with Maritime Life, focusing on both life insurance and investment products. He was also involved with a number of acquisitions. Norm ‘retired’ early, but continued to consult, focusing on providing personalized retirement assessments in order to help clients understand their financial future.

Over the years Norm has volunteered with a number of organizations, but has recently found his niche as an advocate for pedestrian/crosswalk safety. He is the president and treasurer of the Crosswalk Safety Society of Nova Scotia: the driving force behind the successful crosswalk flag program here in Halifax. This program has expanded throughout Nova Scotia and elsewhere in Canada.

Norm believes every retirement situation is unique. It requires a customized analysis that will guide not only you, and help Matthew in developing an appropriate investment strategy for you.

collinsfinancial@eastlink.ca | (902) 435-6363

Jennifer Letourneau

JENNIFER LETOURNEAU, ADMINISTRATIVE ASSISTANT

Jennifer has more than 20 years experience working in the financial services industry. Prior to joining H&M Bishop Wealth Management she has held the following positions; Financial Planning Associate with Robbins Financial Inc. Account Executive position with Equifax Inc., Pension Financial Counselor with Maritime Life, and a Senior Financial Services Representative with RBC Royal Bank. Jennifer is the foundation of our business. She arranges appointment bookings, processes paperwork, as well as many other details that come with providing you the best possible customer service experience. More importantly, than her resume, is her character. Jennifer truly represents our core values of honesty, caring, integrity, accountability, passion, quality, and trust.

In addition to Jennifer’s business experience she is Cape Bretoner at heart who loves camping, hiking, and is devoted to her family. Jennifer and her husband, Kevin, have two daughters Emily and Sara.

jennifer@bishopwm.com | (902) 880-3318 | (902) 407-2201

Harrison Robbins

HARRISON ROBBINS, BBA, FCA, FCPA., FINANCIAL ADVISOR

After 40 years of working in the financial industry, Harrison has decided to retire and transition his investment and life insurance business to H&M Bishop Wealth Management. Harrison will assist in this transition until at least 2022. Harrison will focus on retirement health benefits for existing and new clients. A graduate of UPEI and McGIll University’s CA program Harrison has concentrated on the Investment side of the business with Life insurance and Health benefits being integral parts of an effective retirement plan. Harrison worked with Maritime Life for 25 years in various executive capacities before starting his own firm over 15 year ago. Harrison has done extensive volunteer work with such recent organizations as: Mt. St. Vincent University — Co-Chair of their Pension Board for over 16 years; Feed Nova Scotia as Chair of their Golf Committee for seven years, plus many others.

harrison@ahr-retirementsolutions.ca | (902) 431-3113

Melissa Shakespeare

MELISSA SHAKESPEARE, CONTROLLER

Melissa is a Chartered Professional Accountant (Chartered Accountant) and a graduate of Dalhousie University. Melissa supports our team with internal projects, monthly and annual filings and management. Melissa also represents our team core values; of honesty, caring, integrity, accountability, passion, quality, and trust. Melissa enjoys the game of squash, running and loves to spend time with her family, especially her 3 girls.

melissa@bishopwm.com | (902) 789-5866