Wealth Protection

Now that you've built a solid investment solution, how to you protect those investments against unexpected events and changes?

We challenge you to answer these questions for yourself:
Is my investment plan safeguarded if I cannot work?

Will my family's financial future be safe and secure if something happens to me?

Can I protect my investments if I'm suddenly faced with large medical bills to support a medical recovery?

At Plume Financial, we can to design customized wealth protection solutions based on your personal goals and priorities.

Book a meeting with our team today to make sure you've got the best investment strategy.


400-494 Queen St,

Fredericton, NB, E3B 1B6

Office (506)462-7260

Fax (506)462-0910

© 2024 Plume Financial Services Inc.