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“However beautiful the strategy,
you should occasionally
look at the results.”

Winston Churchill

OUR SERVICES

Breton Wealth Management offers a wide range of products and financial planning services that meet the needs of individuals, families and business owners.

Retirement & Investment Products

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We can help you with segregated fund policies, registered retirement savings plans (RRSPs), loans, guaranteed investments, payout annuities, tax-free savings accounts (TSFAs), investment funds and more. While borrowing to invest can be a powerful means to build wealth, the risks involved make it a strategy that is not suitable for everyone. Your financial security advisor can help you determine if borrowing to invest is a strategy that is right for you.

Insurance

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You have a variety of needs that we can satisfy with insurance. Whether its life insurance, disability insurance, critical illness insurance or health and dental insurance, we can help.

Group Benefits

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No matter how large or small your business or organization is, we can help you choose a group benefits plan to suit your needs.

Group Retirement & Savings Plans

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We offer a range of group retirement and savings plans for employees and employers.

CONTACT US

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OUR OFFICES

Breton Wealth Management
103 Byng Avenue, Sydney,

Nova Scotia, B1P 5C1

Phone: (902) 270-8030
Direct Line: (902) 270-8031
Fax: (902) 270-8035
holly@bretonwealth.ca

Breton Wealth Management
301 Pitt St, Unit 3, Port Hawkesbury,
Nova Scotia, B9A 2T6

Phone: (902) 738-3010
Fax: (902) 738-3011
Christian.Marchand@freedom55financial.com