Malhoit & Associates

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Malhoit & Associates
Team photo for Malhoit & Associates

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Advisors

Advisor photo for Barbara G Malhoit

Barbara G Malhoit

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Barbara G Malhoit's website
Advisor photo for Ian Malhoit

Ian Malhoit

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Ian Malhoit's website


Team

Darrah Nowak

Darrah Nowak

Administrative Assistant