“What is your Why? This is the ultimate question to help you set goals, review your financial health and offer a customized plan to offer the ultimate personalized solution.”
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Retirement Planning Solutions
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“His knowledge and expertise continue to help us plan for the future of our business and give us confidence our finances are in good hands for the future.”
“Hiring a fractional Chief Financial Officer (CFO) can be a game-changer for your business. A fractional CFO brings financial expertise and strategic guidance on a part-time basis, providing the benefits of a full-time CFO without the associated costs...”
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Easyway Accounting
(8)
“This is more than a company that is going to file your taxes, this is a company that understands how business works and can help you grow regardless of the size of your company.”
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Discovery Financial Services
(4)
“He was professional, informative and committed to finding me the plan that best fit my situation.”
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Maisey Financial Services
(2)
“Good service”
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The Planning Group
(1)
“I got in contact with Justin, he was incredibly knowledgeable and took the time to shine light on stuff that I wasn't sure about.”
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Financial Foundations
“To better help us serve you with the information that will meet your lifestyle, age, and financial situation, we ask that you choose one of the following streams.”
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Owens Macfadyen Group
Comprehensive Wealth Management
“In 1995, Bob Owens and Dave MacFadyen decided that good was not good enough. In order to achieve better results and ultimately best outcomes, their clients required an integrated and comprehensive approach. OMG has disrupted the financial services in...”
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Groupe Financier Axis
(2)
“Excellent service and very knowledgeable.”
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SFL Gestion de Patrimoine / SFL Wealth Management
“SFL Gestion de patrimoine bénéficie à la fois de la solidité de Desjardins, des compétences de notre équipe multidisciplinaire, et de la liberté de notre offre multifournisseur. Les conseillers indépendants qui œuvrent sous notre bannière vous accomp...”
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Moncton Accountant | John Whiteley, CPA
“We will discuss your accounting, bookkeeping and tax needs with you and recommend the best allocation of related tasks between you and the accountant thus make the best use of your time to generate sales and control costs.”
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Charles Street Financial
“Charles Street has been my personal financial advisor and confidants for over a decade. Not only have they given my family peace of mind for our financial planning and life insurance needs; they have also become one of my most valued business advisor...”
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Alain Parent
“There are ready-made solutions out there. But the best plan for you will be the one that takes into consideration the size of your business, your field of activity and the number of employees you have, as well as demographic factors and the goals you...”
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Couture Financial Services Financiers
“Chez Couture Services Financiers, nous savons que les besoins en matière d'assurance et de produits financiers sont différents d'une personne à l'autre. Nous sommes conscients également que vos objectifs de vie évoluent. C'est pourquoi nous priv...”
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GO Benefits
“Go Benefits has been helping employers develop cost effective health & savings plans for their employees since 1998. Many employers have indicated higher employee retention as a result of offering an employee benefits program.Engaging Go Benefits as ...”
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Assurances Jacques Savoie Insurance INC
““I have many clients who have used Jacques over the years to obtain insurance for their foreign workers. They have always been extremely happy with his services and appreciate that he goes above and beyond. His assistant, Carolle, is a pleasure to de...”
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Alodium Financial Group
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Scott Lewis - Louisbourg Investments
“Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered finan...”
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Shiftcentral
“A globally integrated team of 800 industry experts – working across strategy, legal technology, operations, and intelligence – focused on helping leading law firms, corporations, and their law departments achieve breakthrough outcomes.”
“They have been very patient implementing changes we have requested and always follow-up with a phone call or email to ensure we understand and are in agreement with changes before they are made.”
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Halifax Debt Freedom
(50)
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“I can totally relate to how it feels to be overwhelmed or not want to deal with debt, however 4 Pillars keeps it simple, and provides you with all the tools you need to take the next steps.”
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Retirement Planning and Investment Management Services in Riverview, NB Cost Estimates