Our Team

Jake Curley, Investment Representative, CFP®

Jake was born and raised in New Glasgow before earning a Degree in Bachelor of Business Administration from Acadia University in 2011. After Graduation he moved back home to Pictou County and entered the industry as a Financial Advisor. Since 2019, he has been a proud Certified Financial Planner, the pinnacle designation for the profession. In his free time, you can find him chasing around his three children, Claire, Elliot & Jordie.

 Alan Leck 

Alan, the founder of the firm, has a financial services career that spans across 5 decades. He is a dedicated advisor to his clients and a proud husband, father, and grandfather to his family. Although, he now spends a few more hours away from the office, you can find him at the hockey rink, the curling club, the golf course or on the pickleball court if he is not travelling or at the cottage.

Kristian Curley, Licensed Assistant

After spending 8 years and receiving numerous awards in the Real Estate industry, Kristian accepted the challenge of the entering the insurance industry in 2025 as a LLQP licensed Assistant. Here to aid in all things insurance, Kristian is looking forward to the opportunity to serve those we are lucky enough to call clients. If she is not at the office, she is likely chauffeuring around Claire, Elliot & Jordie.

Jennifer Dobson, Office Administrator 

Jennifer, a lifelong Pictou County resident, began work in financial services in 2022. The backbone of any office, Jennifer is happy to take all calls and assist our clients with any inquiries they may have. Jennifer is married to husband Billy and mom to Marla.