Bringing over 15 years of experience in providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
My goal is to help you create a financial strategy and turn your dreams into reality. Growing up, I watched my father grow his business at Dennis Financial & IPC Investment Corporation and establish a solid reputation in Fredericton by providing sound financial advice and helping people grow their wealth. I’m proud to be a part of this dynamic team and I am pleased to see many of these longtime clients continue to reap the financial rewards of putting a solid plan in place. This wide range of clients include farmers, educators, lawyers, government employees and other high net worth professionals. Along with our tagline of ‘personalized planning | exceptional service’, I believe that integrity and ethics are cornerstones of our values at Dennis Financial & IPC Investment Corporation. Whatever stage of life you’re at: from managing loans, purchasing a home, transitioning into retirement or receiving an inheritance or wealth transfer, it’s important to know how to properly manage your cash flow and plan for an unpredictable future. I believe in educating and empowering my clients with easy-to-understand advice so that you feel comfortable with your decisions and achieve your highest potential. While working at Investment Planning Counsel's head office, one of my proudest accomplishments was achieving Regional Vice President status in a few short years. During this time, I oversaw over $4 billion in financial assets and coached over 180 financial advisors from southwestern Ontario to Manitoba. In my non-working time, I enjoy spending time with my family – including my wife Solli, our daughters Adrianna and Gabrielle and our Chocolate Lab ‘Kevin’. I enjoy watching Formula 1 racing, following politics, bumbling my way though learning new skills and co-hosting a pinball Podcast called ‘Silverball Chronicles’ available through Spotify on The Pinball Network.”
Insurance Solutions provided by Dennis Financial Inc.
As a Financial Advisor for IPC Investment Corporation / Dennis Financial, I have over 35 years of experience helping families, retirees, and business owners develop financial strategies for their future.
I have been a successful business owner for over 40 years. Many people in our community are familiar with the “Dennis Financial” building on Prospect Street in Fredericton. As an owner, I know the challenges and the satisfaction that come with the territory. I also realize that many business owners do not have an advisor, nor do they have a retirement plan in place. I’m really passionate about helping you reduce taxes and channel your tax refunds efficiently so that you can build for your future.
As a part of our seven-step planning process, I look at your whole financial picture including net worth, credit, cash flow along with your goals and dreams to create a complete plan.
I want you to feel confident in your investment portfolio and am committed to ensuring the Dennis Financial team and I are with you every step of the way.
Providing courteous and friendly service is an integral part of the Dennis Financial Team. Susan works with all our clients and is always providing them with the service they have come to expect from our friendly staff. Clients have come to appreciate her warm personality, dedication, experience, and efficiency. On her off-time Susan is a strong support of animal rights and animal rescue services thoughts Atlantic Canada
Susan takes great pride in saying, “We answer our phones.” Whether your inquiry is simple or complex, Susan will be there to guide and assist you to the right person.
Jan manages the day-to-day business operations of our office and ensures compliance and regulatory standards are met and exceeded. Jan is always available to provide administrative or account-related assistance to all our clients. Jan is an avid reader and can be seen spending time outdoors in the winter or summer throughout New Brunswick.