Our Team

Claude has been providing financial planning advice to Nova Scotians for more than 18 years. Understanding the value of continuity in an ever-changing landscape, he has spent the last 16 years with the same financial planning firm.

Claude believes in the principle of value-based planning as opposed to market-based planning. Essentially this process entails a deep understanding of the goals, needs, and dreams as well as anxieties and fears of each of his clients before constructing and implementing a written financial plan. Various financial products and “the flavour of the day” will come and go but building a solid relationship based on communication and trust will last a lifetime.

With a vast and knowledgeable team of professionals and consultants around him, Claude has become the “point person” for Nova Scotia families attempting to live their dreams, whether it is securing a comfortable retirement, assisting with the sale of a business, or funding a child’s education.

Claude graduated from St. Francis Xavier University with a Bachelor in Science degree. Upon successfully entering the financial service industry, he completed the Canadian Investment Funds Course in 1997 and received the Elder Planning Counselor designation in 2006.

In his personal time, Claude is an active volunteer in the community. He is a former member of the Coxheath Elementary School Advisory Committee and board member of the Cape Breton County Minor Hockey League. Having witnessed the value of sports and the importance of leadership in young children, Claude is active in coaching Minor Soccer, Hockey and Baseball to our youth. Claude resides in Coxheath with his wife Monica and their three children.

Insurance products available through Claude C. Sampson

David has worked for over 45 years in the Financial Services Industry – 25 years with the Bank of Nova Scotia in various management positions and 21 years as an independent advisor with the same financial planning firm.

With his considerable and diverse experience David is able to understand his client’s needs and develop a financial plan to address their present and future financial goals. His belief is that financial planning is not just looking after investments but developing a relationship of trust wherein information passes freely because the more we know about our clients the better job we can do in assisting them.

Over the years David has completed numerous financial courses including the Canadian Investment Funds Course and obtained the Elder Planning Counselor designation in 2006. David currently volunteers as a director of the Cape Breton Coastal Development Corporation assisting small businesses. In the past, he was director and Commodore of the Royal Cape Breton Yacht Club along with treasurer for the Halifax Association of Feed the Children.

He and his wife Pat, reside on the Mira River where he enjoys fishing and boating with his grandchildren.

Rose Marie Rutherford is our administrative assistant and a mainstay of our practice for over 17 years. Rose Marie is your first point of contact with us, and her roles include reception, Administrative Support, Scheduling of Appointments, and the overall well working of our office in regard to daily operations.

Rose Marie has a passion for detail and a dedication to “getting it right” as the liaison between our office and the various investment and financial institutions. Her specialty is ensuring that your requests are processed in a timely and efficient manner through to completion.

Rose Marie enjoys travelling with her husband, Lou, be it in the car or on the motorcycle. She also enjoys spending time with her five grandchildren.