My drive and creativity as an entrepreneur has kept me on the leading edge of projects under my profile. I set attainable goals, saturate myself with information and create a path for success. I believe in an honest approach dealing with the facts and let my concepts sell themselves.

My objective is success through hard work, knowledge and relationships.

I specialize in;

  • Tax & Estate Planning
  • Portfolio Analysis
  • Retirement Planning Presentation Specialist


Dan Moore
(506) 455-2601

Along with being a financial advisor, I take a strong interest in technology and continuing education, allowing me to keep on the forefront of emerging concepts, innovative strategies, and up to date solutions to your financial questions and retirement solutions.

My objective is to give you the financial future you've always dreamed of.

I specialize in;

  • Life Insurance and Income Protection
  • Critical Illness, Disability and Long Term Care Insurance
  • Business Succession Planning

Heather Moore
(506) 455-2600