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Where we can help you.

Going for a Run

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.

Business Lunch

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.

Family Going Swimming

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.

Reviewing Paperworks

Pension Options

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

Package

Inheritance

Reviewing your goals is key when coming into some funds.

Job interview

New Job

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

Tennis Player

Retirement

Thinking of your next life stage? 

Our priority is your success.

On the Train

Divorce

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

Young Family

New Baby

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

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

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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

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I love the platforms and services I can get through Rob.

Stephane Doucet, Moncton

In our Community

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

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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.

Please ask us a question.
We'll get back to you within 24hrs
Mon-Fri  9am to 5pm

©2025 by Planification Levesque Wealth with Rob Levesque, Owner

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