About Us
Travis Dickinson, CFP®
Certified Financial Planner®
Investment Funds Advisor – Investia Financial Services Inc.
Oftentimes people can be confused or even intimidated when it comes to finances. The industry is full of technical terms and jargon which seem to overcomplicate matters. My mission with you as my client is to simplify your financial life and provide you with the tools to meet your goals.
I fulfill this mission by being committed to:
- learn as much as possible about you.
- help you understand your own situation.
- determine the most suitable strategies and the best investment vehicles to implement those strategies.
- explaining complex concepts in plain language.
- always being honest and transparent.
- always being available.
- Continually monitoring the markets, your investments, and regularly reviewing your situation.
My clients do not worry because they know they have a trusted Advisor that has covered all of the bases. The most important thing I do is listen to what you want. As a Certified Financial Planner with my life insurance licence and over 10 years of industry experience, I have all the tools to help you get what you want.
Nichole Stairs
Office Manager
Nichole has been an Administrator for the past 6 years where she was responsible for the daily operations of a small business. Nichole very much enjoys working with people and is excited to add to our client’s experience. Her warm smile and welcoming personality, along with her strong work ethic and attention to detail, make her a perfect fit for her role.
Office Address
-
255 Connell St
Unit D
Woodstock, New Brunswick E7M 1L2 - Phone: (506) 325-2255
- Fax: (506) 594-0173
- Email: info@valleywealth.ca
Our Dealership
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
