

Where we can help you.

Retirement
Job change? Divorce?
Pension? RRSPs? Downsizing?
RESPs? TFSAs?
I know it can get quite confusing.
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We get it.
Let's find out how and when you can retire. Get a clear picture.

Someone you can relate to
Most of you already have an advisor. Great!
If anything changes, or want a second opinion,
Let's see if working with Levesque Wealth fits your needs.

Life Insurance
Why look at Insurance?
After a bad event or change it health, it could be too late.
I look for ways to save you money, and show you how to protect your family and wealth.
Reasons to meet us
Life can take twists and turns. It happens. If you have any financial questions like these listed below, we can help. Contact us today for a free 15 min consultation.

Pension Options
Going through all the options can be confusing. Let us clear the air.

Inheritance
Reviewing your goals is key when coming into some funds.

New Job
Get the most out of your benefits package and work plans.

Retirement
Thinking of your next life stage?
Our priority is your success.

Divorce
Starting over is never easy. Let's make sure you get back on track.

New Baby
Congrats! Diapers, Sleepless nights, RESPs, Insurance, Benefits. A great discussion!

A powerful team of experts and solutions to help you succeed.













About Rob
My name is Rob Levesque
Retirement Planning and Life Insurance is his passion for over 18 years.
Rob loves the strong relationships he builds with his clients and his ability to help you succeed.
A small town boy originally from Charlo, he lives in Dieppe with his wife Youn and two boys. He knows the importance of community and taking care of our own. When he isn't making financial plans, Rob enjoys Mountain Biking, going to the gym, travelling and spending time with family.
He is happy to speak with you to see if he can help you reach your goals. Please contact him to set up a short call or meeting and go from there at no pressure.
-Thank you


In our Community
Levesque Wealth is a proud sponsor of an amazing Ringette NB elite athlete for several years.


Our Process - Notre approche
No cost or obligation review.
1st Meeting - Learning about you and Gathering Data
We will talk about you. Your goals and dreams.
Where are you now and where do you want to be?
Discuss: Family, Budget, Wills, Mortgage, Loans, Investments, Income.
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2nd Meeting - Present Draft Plan.
Show ideas, savings, taxes, possible retirement dates.
Discuss: Retirement Income, Taxes, Income Sources, Risks
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3rd Meeting (optional) - Decide to work together or not. Full Disclosures, Fees, Regulations, Client and Consultant Expectations.
Not everyone can become a client. Maybe it's not the right time, or situation.
- We always guide you to get the best help you might need at the right time.
