Meet the Team

Expert Financial Advice You Can Trust

Commitment to Value

At Himmelman & Associates Financial Advisors, our clients value the stability and security of dealing with Canada’s largest financial institutions along with the confidentiality and personalized service offered by an independent boutique style advisory firm. We are committed to providing experienced and sound advice, contributing positively to the quality of our clients’ lives, and their financial future.

With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. You can rest assured knowing your assets are safely held by the national and international financial institutions we work with.

Brian Himmelman, B.Comm., CFP

President & Senior Financial Advisor

Brian Himmelman, B.Comm., CFP, RIS

Senior Financial Advisor - Manulife Wealth Inc.
President, Financial Planner - Himmelman & Associates Financial Advisors Incorporated

Brian Himmelman is a Senior Financial Advisor and Financial Planner. He is a graduate of Saint Mary's University with a Bachelor of Commerce degree in Finance. Brian is recognized as one of Atlantic Canada's leading independent advisors and is often interviewed by the local newspapers, television and magazines on investments, tax and estate planning.

Himmelman & Associates: In the Media➥ Awards & Recognition

James A Whitman, B.Comm

Managing Director

James A Whitman B.Comm

Financial Advisor - Manulife Wealth Inc. (Full service brokerage)
Managing Director - Himmelman & Associates Financial Advisors Incorporated

Bus. 902.425.3623 | Cell: 902.210.3623 | Fax: 902.429.0807

James Whitman has over 30 years in the Canadian financial services industry. Graduating from Saint Mary’s University with a Bachelor of Commerce degree but has consistently taken industry course and programs- including from Wharton School of Business and the Canadian Securities Institute and Canadian Bankers Institute. A successful and diverse resume, including executive and senior sales roles with several industry leaders, which has taken him to work and live in Calgary, Toronto and Halifax. As a Chief Executive Officer at Altamira in Toronto, Mr. Whitman was involved in the day to day operations, as well as part of the team that transitioned Altamira to National Bank in 2008. Prior to this James was the CEO of Fidelity Capital Corporation in Calgary, AB. James is active with several charitable organizations, especially involved with the QEll Foundation; serving on the Investment Committee.

Christopher Williams, FMA

Vice President

Christopher Williams, FMA

Client Sales Assistant - Manulife Wealth Inc.
Vice President, Operations - Himmelman & Associates Financial Advisors Incorporated

Chris is responsible for all day to day operations including client inquiries, statements and all processing and transactions. Chris has over 20 years experience and takes pride in providing our clients to the most professional and courteous service.

Gary MacNeil, B.Comm.

Associate, Wealth & Estate

Gary MacNeil, B.Comm.

Associate, Wealth & Estate - Himmelman & Associates Financial Advisors Incorporated

Gary has over 15 years’ experience in financial services. He is a graduate of Saint Mary’s University with a Bachelor of Commerce and is current working on his Certified Financial Planner designation. Gary enjoys volunteering with organizations such as the Canadian Progress Club of Halifax which he sits on the membership committee and the King’s Meadow Residential Society, a home providing support and opportunities to adults with intellectual disabilities, which he sits on the Board of Directors. Gary is also the Patient Representative at the Dartmouth General Hospital ICU Quality and Patient Safety Team. In the winter, Gary loves spending time skiing with his wife and two young daughters. In the summer, you can find Gary and his family paddling in Lake Banook or vacationing in Big Pond, Cape Breton.

Ben Baxter, B.Comm

Associate, Client Engagement

Ben Baxter, B.Comm

Associate, Client Engagement - Himmelman & Associates Financial Advisors Incorporated

Bus. 902.429.2422 | Toll-Free: 877-429-2420 | Fax: 902.429.0807

Ben is a graduate of Saint Mary’s University with a Bachelor of Commerce degree in Finance. He is current undertaking industry licensing courses and working towards a Certified Financial Planner designation. Ben is passionate about helping our firm provide an outstanding experience for our clients and continue to evolve our services. He worked on committee with Special Olympics Motion Ball, Saint Mary’s University student consulting team, Marketing Director Saint Mary’s TEDX society, he is a former varsity Lacrosse player and loves fostering dogs with Good Bones Dog Rescue Halifax.

Patrizia Quas

Client & Case Coordinator

Patrizia Quas

Client & Event Coordinator - Himmelman & Associates Financial Advisors Incorporated

Patrizia has been with our firm for over 9 years and has completed her LLQP licensing in 2020. She does many of the behind the scenes functions to allow our team to focus on providing the highest levels of personal advice and service to our clients as well as organize communications and events.