ACHIEVE FINANCIAL

For the last 15 years I've been working with OMISTA Credit Union members as their wealth management specialist. At ACHIEVE Financial most of our clients are referred by Omista Credit Union but we also accept new clients from across New Brunswick and Nova Scotia... You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of... As a professional account executive, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, I have the experience and resources to meet your needs.

Primary location: Moncton Canada