Tidal Bore Financial Solutions Ltd.
Job title: Financial Planner
Area(s) served: Greater Moncton area, greater Halifax area
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.
Who we service
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Business owners general
Incorporated professionals
Pre-retirees and retirees
Let's work together
I can help you set and reach your goals. With a thorough plan and strategies to assist, it’s possible to reach your financial dreams. I help:
- young professional families set themselves up for financial success and
- create a retirement plan for people nearing retirement.
I’m located in Moncton, New Brunswick and serve the surrounding areas either in-person or virtually. I also work with Clients from Halifax, Nova Scotia and surrounding areas, virtually. Contact my office to book your appointment.
What you can expect
When we begin working together we’ll start with an introductory meeting. I want you to be confident that I’m the right advisor for you. This is our chance to talk about your needs and expectations.
Once I understand your needs, I’ll begin collecting some information to help develop your unique plan. We’ll discuss your plan and my recommendations. I want you to thoroughly understand your options so you can make good decisions for your future.
I’m with you through every step of the way. Once your plan is in place, I’m here to help you stay on track with your goals. We’ll also adjust your plan as needed.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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Certifications mean little to clients. Financial advisors want them anyway
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#RetirementPlanning #CanadianTravel
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