SERVING NEW-BRUNSWICK

Financial Services
the easy way

No matter where you are in life, being prepared financially can help you make the most of every moment

HOw can we help you?

About us

In addition to offering quality financial services, we stand out for our excellent customer service and our commitment to offer the best client experience.

Albert Poirier

Financial Planner

With over 34 years of experience in the financial services industry, Albert Poirier, Insurance and Investment Advisor, offers an exceptional service
to his clients.

Are you seeking an advisor who is there for you and whom you can trust to help you develop customized solutions and listen to your needs? 

Contact Albert today. He will be pleased to offer you guidance with regard to your family or individual life insurance and RRSP needs. 

Originally from Bouctouche, Albert currently lives in Bouctouche.

Tel. 1 (506) 743-4064
albert.poirier@sfl.ca

Yves Poirier, cfp

Financial Planner, CFP

Yves Poirier, a financial security advisor specializing in life insurance and financial services, has been in the industry since 2000. A dedicated professional, he serves Kent County and southeastern New Brunswick.

His attentive manner – to ensure that he recommends the most appropriate products to meet the unique needs of each of his clients – makes him an ideal ally in developing a sound, sustainable financial plan. 

Always striving to offer professional service that exceeds clients' expectations, Yves takes part in regular professional development activities to stay atop the inevitable changes in the financial industry. Yves has earned his certified financial planner designation (CFP) in 2000.

Are you seeking an advisor who is there for you and whom you can trust to help you develop customized solutions and listen to your needs? 

Contact Yves today. He will be pleased to offer you guidance with regard to your family or individual life insurance and RRSP needs. 

Originally from Bouctouche, Yves currently lives in Shediac


Tel. 1 (506)955-2151
yves.poirier@sfl.ca

our services

Dealing with over 20 Insurance companies, you can feel confident that we will find the best options at the best price tailored to your needs. 

3,000+

CLIENTS

50 YRS

YEARS OF EXPERIENCE

20+

INSURANCE companies

overview

and much more...

CONTACT US TODAY!

TEstimonials

“I was turned down by one insurance company and another wanted an unbelievable extra premium.  Albert Poirier found a life insurance policy for me at a regular rate. I have referred all my acquaintances to them.  I would like to thank the him for their discretion and honesty.“
 
"J. LeBlanc”

It is not easy to obtain life insurance at a reasonable cost when you are 71 years old. You helped clarify my contracts and thank you for getting me the necessary protection to leave to my grandchildren.
 
"A.Cormier”

Our Process

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