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 ROB LEVESQUE, BPs, Owner Consultant

Professional Financial Consultant since 2006

  • Serving Canadian families offering complete financial planning in areas such as retirement, education, insurance, investments, estate and tax planning. (Canada Wide except Québec)

  • Robert is a registered Life Insurance Agent in the province of New Brunswick working with major insurers such as Canada Life, SunLIfe, Industrial Alliance, Canada Protection Plan and more..

  • Our company provides investment services through several innovative wealth management firms such as NestWealth, JustWealth, Assumption Life, IA, Manulife and more.

Get in Touch
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Since 2006, I’ve been providing professional consulting services to clients from New Brunswick and all across Canada. From detailed planning to innovative solutions, my focus is always on building an efficient and results-driven relationship. I’ll work with you to create a customized plan of action for yourself or your organization. Get in touch to learn more about my vision and consulting approach.


Our Services

Expertise. Intuition. Ingenuity.

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Financial District

Retirement Planning

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.

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Professional Independent Brokerage

15 minute chat to find out how we work.  No obligation.

Lowest fees and high performance. I match you with the best solution for your needs through my network of professional advisors and trusted Canadian partners.  Why not have a quick conversation to see I would be a fit to work together with you to help realize your future goals and dreams? Always here to assist.  - Rob

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