Financial Consultants in Uptown, Fredericton, NB
Find accurate info on the best financial consultants in Uptown, Fredericton. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 3 out of 3
Showing results: 1 - 3 out of 3
Results from the 'Financial Consultants' category in Uptown, Fredericton
Closed now
944 PROSPECT STREET, Fredericton, E3B 9M6
(506) 452-8464
At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life. With early planning and expert guidance from IPC, even the most elusive dreams can become a reality. Helping you Live Your Dream The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools. What is Your Dream? Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example: To buy a home or vacation property? To start a business or pursue a hobby? To help a child or grandchild get a great education? To travel to far-away places … in retirement or before? To leave a legacy to family members or a favourite charity? Whatever your dream, it's important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not. Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible. Now you're ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams. 
Closed now
927 Prospect Street, Fredericton, E3B 2T7
506-452-2840
CDS Financial was Incorporated in 2010 with Gary Dunphy & Gregg Hunt as owners. Gary is a life member of the MDRT (Million Dollar Round Table) and Gregg brings many years of experience in the Insurance Industry. Owen Dickie joined CDS Financial in January 2014 as co-owner. We specialize in Financial Planning, Insurance as well as Employee Benefits, Travel Insurance and Individual and Group Health plans. Our advisors work in all Atlantic Provinces - New Brunswick, Nova Scotia, Prince Edward Island, Newfoundland & Labrador. 
1133 Regent Street, Suite 405, Fredericton, E3B 3Z2
(506) 458-9930
Financial consultants, Financial services, Financial consultant