The Flinn Wealth Advisory Group

Flinn Wealth Advisory Group

Why choose our group?

The Flinn Wealth Advisory Group has combined experience of over 100 years, and is able to provide their clients with unique, tailored solutions.

Our role as your advisory team is to:

Build long-term relationships with you and your family.
Help you navigate through the many aspects of investing.
Provide you with comprehensive wealth management.

What can we do for you?

Our goal is to provide all of our clients with clear direction and peace of mind in all aspects of their financial ecosystem. We begin that process with a conversation to discover your goals and objectives, feelings about risk, time frame and any other areas of concern and interest. Most clients have several areas requiring attention.

"We help clients with all aspects of their financial affairs; not just managing their investments. Retirement and estate planning, insurance solutions and tax planning are areas that we focus on."

Bruce Flinn, CFP®

Associate Wealth Advisor

"You know exactly the cost to do business with us. you will understand everything you own and why you own it."

Gregory Flinn,

Senior Wealth Advisor

Gregory Flinn

Senior Wealth Advisor

(902) 527-4055

gregory.flinn@cibc.ca

Over 35 years of experience in the investment industry
Holds a Bachelor of Commerce degree from St. Mary's University
Has served on many boards in Lunenburg County including the YMCA, Osprey Ridge Golf Club, the Lunenburg County Sports Heritage Society, and the Bridgewater Development Association

Address

140 North Street

Bridgewater, NS B4V 2V6

Telephone number: (902) 543-9882

Toll-free: 1 (800) 242-0818

Fax: (902) 543-5396

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Why choose our group?