Planning from
the Heart:
Your Legacy.
Our Expertise.

Contact Us

Charities

If you are a registered charitable organization and would like to find out more about how Charitable Partners Group can help your organization implement effective planned giving strategies, we'd be happy to meet with you. Remember, our services are at no cost to you or your donors and we will never seek to solicit your donor list.

Donors

If you are an individual interested in how planned giving can help you leave a legacy while potentially benefiting your financial situation, we're here to help. Our services are free and confidential and we will never solicit your personal investment or insurance business.

We can be reached at a number or email below OR if you have been directed to our website by a charity, you can contact the charity to arrange an introduction.


Allan Mosher, PFP

Middleton Office:

P.O. Box 1158
Middleton, Nova Scotia  
B0S 1P0

Halifax Office:
230 Brownlow Avenue, Suite 110, 
Dartmouth, N.S., B3B 0G5

Phone: 1 888 825 2316

Email allan@charitablepartners.ca


Mike McGraw, CLU, CFP, ChFC

Saint John Office:

12 Smythe Street,
Saint John, New Brunswick
E2L 5G5
 
Phone: 506 648 0054
Toll Free: 1 800 886 4111