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Contact Us

Brian Gibbons
Megan Stever
Amy Clark

Tel: 506-862-6282
Tel: 800-363-5191

Address
633 Main Street
Suite 250
Moncton, NB
E1C 9X9
Map

Other Locations

201 Main Street
Bathurst, NB
E2A 1A9

400 William Street
Dalhousie, NB
E8C 2X2

14 Champlain Street
Dieppe, NB
E1A 1N3

362 Main Street
Shediac, NB
E4P 2E8

2680 Acadie Road
Cap-Pelé, NB
E4N 1E5



How do we ensure that our clients realize their financial goals & objectives?
 
We’ve developed and defined our proven process for financial success:
 
  1. Discovery Meeting: Our introductory meeting serves as the opportunity for both parties to learn about each other.  During this meeting, we will uncover your current financial situation and we will establish both short-term and long-term financial goals.
     
  2. Strategy Development: Using the goals established in the Discovery Meeting, we will identify and develop short-term and long-term financial strategies. 
     
  3. Concept Presentation & Plan Creation: From the strategies that we’ve identified, you will be presented concepts illustrating the ways in which we will progress from your current situation to the realization of your financial goals through your financial plan.
     
  4. Financial Plan Implementation: Using the approved strategies as a foundation, we use our resources and experience to implement and execute your customized financial plan.   
     
  5. Ongoing Support: Our service doesn’t end when the financial plan is implemented. We ensure that you will receive ongoing wealth planning & monitoring to accommodate lifestyle and maximize financial security.