It's your money... and your peace of mind. We understand that.

Financial Planner, Financial Advisor, Woodstock, Fredericton, New Brunswick, Travis Dickinson

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.

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