Rob Levesque, BPs, RRC, Owner, Executive Consultant
Founded in 2006
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Holistic financial planning in areas such as retirement, education, insurance, investments, estate and tax planning. (Canada Wide except Québec)
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Robert is a registered Life Insurance Agent in the province of New Brunswick partnering with great organizations like Canada Life, SunLIfe, Assumption Life, Industrial Alliance, Canada Protection Plan and many more..
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We provide investment referral and direct brokerage services through several innovative Wealth Management firms such as NestWealth, JustWealth, Assumption Life, IA, Manulife and more.
BIO
Rob is the most responsive Consultant in New Brunswick. When your advisor takes a week to return your calls and emails, CALL Rob! Since 2006, Rob provides professional consulting services to clients from New Brunswick and all across Canada. From detailed planning to innovative solutions, his focus is always on building an efficient and results-driven relationship. Rob works with you to create a customized plan of action for yourself or your organization. Get in touch today!
Our Services - Nos Services
Attentive - Professional - Committed
Retirement Planning - Planification de votre retraite
A Comprehensive Approach through detailed analysis and projections using Professional tools and retirement expertise with annual reviews.
Reliable & Low Cost Wealth Management Partnerships
Amazing Partners like NestWealth, Assumption Life, JustWealth and Manulife offer countless and expert backed solutions based on your personal situation and goals.
Life Insurance Needs Analysis
Don't overpay for what you don't need. Excellent solutions trough great partners like Canada Life, Ivari, Industrial Alliance, Blue Cross, Sunlife, Manulife, Canada Protection Plan and RBC insurance.
Let's Talk - On doit laser!
No obligation - Aucune Obligation