Gerald Lee Cma CFP

Industrial Alliance Securities in Moncton, NB is a financial services firm that specializes in providing investment solutions and advice to clients. With a focus on personalized services and strategic financial planning, the firm aims to help individuals and businesses achieve their financial goals. Offering a range of investment products and services, Industrial Alliance Securities is committed to delivering comprehensive financial solutions tailored to each client's unique needs. The firm's team of experienced professionals strives to provide expert guidance and support in navigating the complexities of the financial markets. Generated from their business information

Scotia Wealth Management, located in Moncton, New Brunswick, offers a comprehensive, team-based approach to wealth management that addresses various aspects of clients' lives, including their families, businesses, and future goals. By collaborating with a team of wealth specialists, clients can develop meaningful action plans to turn their financial visions into reality. The firm provides a wide range of financial services, including private banking, investment counseling, estate and trust services, and financial planning. Scotia Wealth Management operates under the Bank of Nova Scotia and is committed to delivering innovative solutions tailored to individual client needs. Generated from the website

Dixon & Patterson Financial Service, located in Moncton, NB, specializes in comprehensive financial planning, risk management, and investment strategies tailored to meet individual client needs. Their dedicated team works closely with clients to identify financial objectives, analyze current situations, and develop actionable plans for achieving financial security. The firm emphasizes the importance of ongoing support through annual reviews, ensuring that clients remain on track as their circumstances and the financial landscape evolve. With a focus on personalized service, Dixon & Patterson aims to protect what matters most to their clients while guiding them toward a secure financial future. Generated from the website