Founded 30 years ago, 3C Wealth Partners has been actively helping businesses, families, and individuals make the best financial decisions and enrich their commercial and life prospects.
We borrow the 3Cs in our brand mission from Tom Friedman, global journalist and author. We believe the 21st century advisor needs to:
- Compete for global solutions
- Connect meaningfully with their clients and community, and
- Collaborate with extraordinary resources
We do all these to pursue, create, and protect our clients’ life goals.
If you have concerns or are not fully satisfied with our services and wish to file a complaint, you can share your feedback by contacting complaints@continuumfc.ca.
Specific complaints concerning mutual fund transactions should be addressed to quadruscomplianceofficer@canadalife.com.
Our 3C Wealth Partners Team
Adam Smith
Life is all about choices (and a sense of humanity and humour). Growing up the son of a travelling professional hockey player, my family instilled in me that you could always choose your path and how to define your goals…and that you should never underestimate “Who Luck”: being lucky enough to meet the right who at the right time.
Growing up with Toronto as a home base and moving through University, one of the first “who’s” I was lucky to meet introduced me to the idea of pursuing higher education in a little place called Wolfville, Nova Scotia. Falling in love with the town, Acadia University and the area, it has become my home for the last 35 years.
The choice to find and pursue a profession in giving financial advice came next and 30 years later (and much “who luck” that followed), we have built a wonderful practice of meaningful relationships with clients and their families as they pursue their own financial and life goals.
Of course, being married to an entrepreneur and having 4 children navigating their way through their own life choices has contributed greatly to my understanding of the trade-offs my clients are constantly seeking advice around.
I tell new clients that when they meet with me for advice, they have an opportunity to resource the collective wisdom of the hundreds of professionals, business owners and families I have sat with over the years. Now that’s what I call Collaboration.
As I look down the road to the next years of my career, I believe that our role in helping clients feel financially secure in the present and the future has never been more important.
Jennifer Dexter
Jennifer was born and raised in the Annapolis Valley.
After graduating from NKEC, she studied Tourism and Hospitality Management at NSCC, Akerley Campus. Upon her return to the Valley, she built her experience in customer service, administrative and management roles. In 2013, Jenn joined 3C Wealth Partners as a Client Service Manager. She provides clients with excellent customer service by always making time to answer their questions or research their requests for information. To further her support of our clients, she made the commitment to complete the coursework and successfully earned both her Life and Mutual Fund licenses in 2018. Away from the office, Jenn enjoys hiking and spending time with family and friends..
