DundeeWealth

iA Private Wealth in Moncton, NB is a financial services firm that provides personalized wealth management solutions to individuals and families. With a focus on long-term financial planning and investment strategies, iA Private Wealth aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

Dundee Wealth Management in Moncton, NB, is a financial services firm that offers personalized wealth management solutions to individuals and families. With a focus on building long-term relationships and understanding clients' unique financial goals, Dundee Wealth Management provides comprehensive financial planning and investment strategies tailored to each client's needs. Generated from their business information

Gerald Lee CFP RRC is a seasoned financial planner based in Moncton, NB, with over 25 years of experience in providing tailored financial advice to individuals and families. His comprehensive approach covers various aspects of financial planning, including investment advice, retirement planning, education funding, and estate planning, ensuring clients receive personalized strategies that meet their unique needs. Operating independently, Gerald Lee focuses on service rather than sales, leveraging a team of specialists to enhance client experiences and outcomes. His commitment to regular communication and timely insights empowers clients to navigate their financial journeys with confidence and clarity. Generated from the website