Valley Wealth Management Inc.

YOUR LEGACY

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

YOUR INVESTMENTS

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

YOUR RETIREMENT

Retirement today comes with many possibilities. We can help you make the most of every opportunity.

YOUNG FAMILY

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.

YOUR CHILD'S EDUCATION

Few things in life are more rewarding than helping the next generation get a great education.

PROTECTING YOUR FAMILY

No financial strategy is complete without a plan to protect loved ones from financial loss.

INCOME TAX PLANNING

Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.

RUNNING A BUSINESS

Running a successful business can be one of life's most rewarding experiences.

ESTABLISHED FAMILY

Families with older children need a wise cash flow management plan..

RETIREE

Careful planning can help ensure the highest income level to make your retirement dreams a reality.

STARTING OUT

Starting out with a firm financial foundation is a great strategy for building a solid relationship.

SINGLE

When life situations change a good financial strategy can help to lower the stress.

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.

FlexCare, FollowMe Health & CI

Association Health & Dental

Travel Insurance

HSA for Business Owners

Recent Articles

9 Common Ways Canadians Erode Their Wealth

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July 14, 2025

Managing money isn’t always glamorous, but small missteps can quietly chip away at your nest egg. Avoid these nine wealth-killers, ranked …

Life Insurance: What You Need to Know

•

July 14, 2025

When it comes to life insurance, the name is a little misleading—it’s not really for your benefit. It’s there to protect …

Tax Efficient RRSP Withdrawal Strategies

•

July 14, 2025

Many Canadians diligently contribute to their Registered Retirement Savings Plans (RRSPs) throughout their working years, aiming for a comfortable retirement. However, …

Recent Articles

9 Common Ways Canadians Erode Their Wealth

Life Insurance: What You Need to Know

Tax Efficient RRSP Withdrawal Strategies

How We Help

YOUR LEGACY

YOUR RETIREMENT

YOUNG FAMILY