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Wealth Solutions Designed for you.

Chat with us ยป Our advisors have over 20 years of experience.



Wealth Management

When you require a more advanced level of professional assistance, Bob Cormier's team can provide the investment and wealth management solutions you need.

Recognized as a leading Investment Advisor in Moncton, New Brunswick, Bob offers you a comprehensive range of wealth management and investment services.

Who can we help?

Bob Cormier's wealth management team helps individuals, families, businesses and organizations who require professional assistance with the management of their wealth:

  • Successful executives looking to enhance the growth of their investment assets
  • Professionals such as lawyers or accountants seeking a trusted partner to meet the multifaceted needs of shared clients
  • Business owners who need help managing and protecting personal and business assets
  • Pre-retiree who want to make the most of their savings as they approach retirement
  • Retirees requiring innovative strategies to maximize after-tax retirement income while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
 

Private Investment Management

Some investors want to be involved in every investment decision, while others prefer to have their investments managed on a discretionary basis by a professional money manager. A fully licensed Portfolio Manager, Bob Cormier can accommodate either of these preferences.

Take the next step. Contact Bob Cormier's Wealth Management Team!