Terry Lynn McNeill

17 Main St. Fredericton, New Brunswick E3A 1B7

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

I am pleased to be associated with: Paul Maillet. We've been a team since 2000 that's committed to helping our clients establish and meet their goals. Paul obtained his designation as a Certified Financial Planner in 2002. We can help you.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own