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

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Millions of Canadians are without adequate insurance.

Use our online tools to learn more about affordable insurance solutions.

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Have you ever been tempted to invest in a stock just because of its past performance? It’s a natural instinct, but relying on it can be risky. Markets are cyclical; what soared yesterday might stumble today.

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What happens if you retire early? Retiring before age 60 or 65 may create an income gap, especially with Canada Pension Plan (CPP) and Old Age Security (OAS) benefits starting later.

How We Help

Your Legacy

YOUR LEGACY

You have worked all your life and saved for retirement. What other planning work could possibly be left?...

Your Retirement

YOUR RETIREMENT

After years of living the “rat race”, you are looking forward to the day when you can start living on your...

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YOUNG FAMILY

You get home from work, your spouse is tired, and the baby just spilled spaghetti all over the carpet....