Stevenson Financial and Bridport Group Merge to Form Bloom Wealth & Legacy Planning
August 22, 2013, Halifax, Nova Scotia – Andrew Stevenson of Stevenson Financial and Nicholas Hounsell of Bridport Group are pleased to announce the merger of their respective firms effective September 3, 2013. The new company will operate under the name Bloom Wealth & Legacy Planning.
Providing financial leadership for more than 30 years, Andrew Stevenson has been a trusted advisor to clients across Canada. With offices in Nova Scotia and Newfoundland, Nicholas Hounsell has over a decade of experience helping his clients protect their families and succeed in business.
“Planning for the future is at the foundation of everything I do and I have counseled many of my clients on the importance of succession planning,” says Stevenson. “While I have no intention of immediate retirement, I am at a point in my career and personal life where I need to take my own advice to ensure my clients and my business are in good hands and that both will continue to prosper long into the future. That’s why I’m excited about the merger with Nicholas and Bridport Group.”
With complementary areas of expertise and similar values and goals, Stevenson and Hounsell see the partnership as an opportunity to strengthen the services they provide to clients.
“The creation of Bloom Wealth & Legacy Planning is not only a good news story for Andrew and I as business owners but especially for our collective clients,” says Hounsell. “They won’t see a disruption in their level of service but instead will enjoy combined best practices on how to grow and protect what’s most important to them.”
Bloom Wealth & Legacy Planning based in Halifax, Nova Scotia also operates locations in Corner Brook & St. John’s, Newfoundland. They provide services for business and individuals in investment planning; tax and estate planning; life, health and critical illness insurance; group health benefits and retirement strategies.