Fundy Insurance & Investment Solutions (2017) Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Fundy Insurance & Investment Solutions (2017) Inc.

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Financial strategies for business owners, professionals, individuals and families.

At Fundy Insurance & Investment Solutions, we help professionals, small business owners and pre-retirees reach their financial goals. Our promise goes beyond mere transactions. We build long-lasting relationships by crafting robust roadmaps and helping Clients throughout their entire financial journey. Are you currently planning for retirement or seeking to bring financial security to your business? Work with us today to secure your financial well-being at every stage of your life.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.

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Alberta most popular among Canada's interprovincial migrants: Statistics Canada

Alberta has overtaken British Columbia as the most popular destination for people looking to migrate from one province to another, with most of its major cities recording net gains, according to a new report by Statistics Canada.

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Woman mortgage-free at 42 wonders what to do with the extra cash

https://financialpost.com/personal-finance/family-finance/woman-mortgage-free-at-42-what-to-do-with-extra-cash

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Office information

Rothesay, NB

Phone:

(506) 847-8918

Email:

fundy.solutions@sunlife.com

Address:

9 Scott Ave.,, Rothesay, NB, E2E 2H7 Canada

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