You have worked all your life and saved for retirement. What other planning work could possibly be left?...
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Protecting your family
No financial strategy is complete without a plan to protect loved ones from financial loss.
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Your investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
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Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
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Your Retirement
Retirement today comes with many possibilities. We can help you make the most of every opportunity.
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Young family
A wise financial strategy can help keep a growing family on track during all the "growing-up" years.
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Established Family
Family's with older children need a wise cash flow management plan to help contend with rising expenses.
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Starting Out
Starting out with a firm financial foundation is a great strategy for building a solid relationship.
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Your child's education
Few things in life are more rewarding than helping the next generation get a great education.
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Income Tax Planning
Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.
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Running a Business
Running a successful business can be one of life's most rewarding experiences.
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It's your money... and your peace of mind. We understand that.
As a Financial Planner, Travis Dickinson knows that you worked hard for your money.
You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that.
We embrace investor education because it enables us to build strong relationships with our clients.
From our office in Woodstock, NB we service clients all throughout the province offering a variety of services:
- Pension Transfers
- Group Insurance and Investments
- Business Succession Planning
- Farm Succession Planning
- No-Charge Personal Financial Reviews
We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
Interested in speaking with a Financial Advisor? Please contact us.
Online Insurance Quotes
Millions of Canadians are without adequate insurance.
Use our online tools to learn more about affordable insurance solutions.
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How we help
After years of living the “rat race”, you are looking forward to the day when you can start living on your...
You get home from work, your wife is tired, and the baby just spilled spaghetti all over the carpet. Your...
Office Address
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255 Connell St
Unit D
Woodstock, New Brunswick E7M 1L2 - Phone: (506) 325-2255
- Fax: (506) 594-0173
- Email: info@valleywealth.ca
Our Dealership
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
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