Buckley Patterson Shaw Securities ®
Client Portal
Client Portal
Strategy for every stage of life

Independent, planning-first wealth managers

Based in Rothesay, NB — We serve a selective group of clients throughout the Atlantic region who value sophisticated structure, deliberate execution, and total peace of mind.
Our Services
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+

Years Serving Our Clients

About BPS Securities

We are independent, comprehensive wealth managers who start with planning and stay involved through implementation and ongoing decision-making.

Our work is built around structure, clarity, and follow-through — not products, shortcuts, or rules of thumb.

Clients come to us when things feel fragmented or harder than they should be.

We help design a structure intended to support progress over time, then work alongside clients to put it into action.
Our Philosophy

Planning only works if it leads to decisions and behaviour that stick. We spend time understanding where you are today, what you want to achieve, and why past attempts may not have worked.
From there, we help design a clear path forward — and remain involved as plans are implemented, adjusted, and maintained over time.

Accounts, investments, and insurance are tools — not the starting point.
We focus first on getting the right cash-flow, tax, ownership, and governance structures in place. Only then do we decide which tools belong inside that framework.
This approach helps keep decisions intentional and aligned with what you’re actually trying to accomplish.

Our early work together is focused on understanding, analysis, and planning. There is a natural point after this phase where some clients choose to pause, reflect, or part ways — and that’s by design.
We invest heavily upfront so that moving forward is a choice, not an obligation.

We work with clients who value clarity, thoughtfulness, and steady execution. People who want fewer loose ends, better coordination, and a trusted first call when decisions need to be made.
Our Clients

Specialized guidance for complex financial lives.

We work with a small group of clients where coordination, structure, and ongoing involvement make a meaningful difference. Our relationships are selective by design.
Ultra-High Net Worth Families
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Business Owners
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Medical Specialists & Dentists
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Decades of combined knowledge in serving business owners, families, and professionals.

Our team brings specialized experience in the unique challenges facing entrepreneurs, multi-generational wealth, and medical practice owners.
Peter Buckley, TEP, CIM, CFP, FCSI
Portfolio Manager
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Tom Nicholson, CFA, FEA
Portfolio Manager
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Chyann Coakley
Director of Administration
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Nick English
Administrator
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Tuukka
Office Dog
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Liam MacDougall
Administrator
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Our Services

Comprehensive wealth management designed around your life.

From financial planning to investment management and estate strategy, we provide integrated solutions that evolve with you over time.
Financial Planning
Financial planning as a decision framework.
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Investment Management
Investment management designed for real life.
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Estate Planning
Estate planning that actually integrates.  
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Multi-Family Office Services
Family enterprise, governance, and stewardship.
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Reach our Rothesay office

Connect with our team to discuss your financial situation and explore how structured, planning-first wealth management can serve you.

Worldsource Wealth Management Inc. is a member of the Canadian Investor Protection Fund (www.cipf.ca) and the Canadian Investment Regulatory Organization (CIRO) (www.ciro.ca), and is the sponsoring dual-registered dealer for Buckley Patterson Shaw Securities. Please click here to view CIRO AdvisorReport  (Canadian Investment Regulatory Organization)

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