Retirement is nothing more than a math problem and, simply put, I help people solve that problem.
While the thought of saving for or making the transition into retirement may seem overwhelming, I break it down for you and together we come up with an actionable strategy that meets your needs. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I'm dedicated to you and seeing you achieve your retirement goals.
Having worked in accounting and finance my entire career, I understand the many aspects of a solid financial strategy and how best to tailor it to each of my clients. And whether it's strategizing for your retirement, looking at insurance needs, or estate consideration, I will partner with you to build a plan that fits both your current situation and future goals. My philosophy is that I won't recommend anything to you that I wouldn't invest in myself.
Laura, my Branch Office Administrator, has been with me since 2014. We are an award winning branch and our clients consistently recommend us for our outstanding client service. There is no doubt that Laura is what keeps our branch running smoothly. Her attention to detail and ability to keep me in line are why our clients appreciate us and refer us to their friends and family.
My wife, Nancy, and I live in beautiful Fall River with our dog, Coco. We enjoy spending our time on our property where we have apple trees and grow garlic and we both love a good fire with a glass of wine. We are proud St. FX grads, having met there in our undergrad years.
If you are interested in finding out more about how I can help you achieve your personal financial goals, give me a call to book an appointment.
Office Address405 Sackville Dr-Suite 102
Vogue Optical Plaza
Lower Sackville, NS B4C 2R9 opens in a new window
Phone NumberDonald Pettipas at (902) 864-5399
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