As a Financial Advisor for IPC Investment Corporation / Dennis Financial, I have over 29 years of experience helping families, retirees, and business owners develop financial strategies for their future. I love helping to educate people so they can reach their financial goals and have a “nest egg” in their retirement years. Our brand promise is “Exceptional Service | Personalized Planning” and we pride ourselves on providing first-class, one-on-one attention. We answer our phones, we listen, and we get to know the individual needs for each and every client. I have been a successful business owner for over 40 years. Many people in our community are familiar with the “Dennis Financial” building on Prospect Street in Fredericton. As an owner, I know the challenges and the satisfaction that come with the territory. I also realize that many business owners do not have an advisor, nor do they have a retirement plan in place. I’m really passionate about helping you reduce taxes and channel your tax refunds efficiently so that you can build for your future. As a part of our seven-step planning process, I look at your whole financial picture including net worth, credit, cash flow along with your goals and dreams to create a complete plan. I want you feel confident in your investment portfolio and am committed to ensuring the Dennis Financial team and I are with you every step of the way.If you have any questions about money management or want to connect with me at barry@dennisfinancial.net at 506-452-8464
Listed skills include Retirement Planning, Retirement, Wealth Management, Rrsp, and 49 others.
