Wealth Plan Atlantic

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Wealth Plan Atlantic

Ahoy, Mate! Welcome to Wealth Plan Atlantic, where financial dreams set sail. Finally there is another choice in St. FIND US next to Uncle Mayn's above T.

Our crew is composed of skilled financial navigators who are passionate about guiding you through the intricate waters of wealth management. George and surrounding area to discuss your financial plans. Whether you would like to retire some day or send your kids off to school after high school, we can help. JDS Financial also consults business owners with their Employee Benefit Plans and Succession Planning. Spear Electrical call 755-0393 if you get lost.

03/09/2026

Honoured to celebrate the incredible women of Wealth Plan Atlantic, leaders, problem-solvers, and advocates who show up every day to serve our clients and empower each other to be our best selves.

10/15/2025

𝗬𝗼𝘂'𝘃𝗲 𝘀𝗽𝗲𝗻𝘁 𝗱𝗲𝗰𝗮𝗱𝗲𝘀 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴. 𝗕𝘂𝘁 𝗵𝗲𝗿𝗲'𝘀 𝘁𝗵𝗲 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝘆𝗼𝘂 𝘂𝗽 𝗮𝘁 𝗻𝗶𝗴𝗵𝘁:

"𝘈𝘮 𝘐 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘰𝘯 𝘵𝘳𝘢𝘤𝘬 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘳𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵 𝘐 𝘸𝘢𝘯𝘵?"

You've got the pension. The investments. The RRSPs. Maybe some rental properties or a business.

But it all feels... scattered. Disconnected. And frankly? A little overwhelming.

𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝘄𝗲 𝗸𝗻𝗼𝘄:
Atlantic Canadians like you don't fail because they didn't earn enough. They fall short because nobody helped them coordinate what they already have.

✅ Your pension and investments working together (not against each other)
✅ A tax-smart withdrawal strategy that keeps more money in your pocket
✅ Government benefits maximized at the right time
✅ Complete clarity on whether you can retire when you want to

𝗧𝗵𝗲 𝘁𝗿𝘂𝘁𝗵? Retirement doesn't have to feel like navigating uncharted waters.

With the right map, the right guide, and a clear plan — you can retire with absolute confidence.

𝗧𝗵𝗮𝘁'𝘀 𝘄𝗵𝗮𝘁 𝘄𝗲 𝗱𝗼 𝗮𝘁 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻 𝗔𝘁𝗹𝗮𝗻𝘁𝗶𝗰.

We help Atlantic Canadians turn decades of hard work into a retirement that's not just secure — but enjoyable.

📩 Ready to get clarity on your retirement plan?

DM us "READY" to book a complimentary 20 minute consultation.

Let's chart your course together.

10/13/2025

🍂 From all of us at Wealth Plan Atlantic, we wish you a Happy Thanksgiving! May this season be filled with gratitude, joy, and time spent with the people who matter most. 🦃

10/01/2025

How to get 121% more monthly income in retirement?

Just wait. 🕰️

I recently worked with a client who was excited about taking CPP at 60.

But when we ran the numbers, delaying until 70 meant 121% higher guaranteed, inflation-protected income for life.

And here’s the part most people don’t realize:

-> Average life expectancy in Canada is about 82 years.

-> But if you’ve already reached age 60, your odds improve, on average, you can expect to live to 86.

That’s why taking CPP early isn’t always the no brainer it feels like.

The math matters.

The benefits of waiting go beyond a bigger cheque:

-> A 121% boost in monthly income, indexed to inflation

->Lower risk of OAS clawback by drawing down RRSPs earlier

-> Protection against outliving your money, CPP is guaranteed for life

Yet fewer than 5% of Canadians wait until 70.

Most take CPP early and unknowingly leave thousands on the table.

If you’re in good health and can bridge the gap with other savings, delaying CPP could be one of the most overlooked retirement strategies available.

Have you considered the trade offs of taking CPP at 60 vs 70?

If you’d like to run the numbers, reach out for a chat.

09/29/2025

Welcome to the Team, Marianne! 🎉

We're excited to introduce the newest member of the Wealth Plan Atlantic Inc. family: Marianne Agudo!

Marianne moved to Canada six years ago and calls Saint John home with her husband and two daughters. In just a few months, we've seen how passionate she is about helping families—especially new Canadians—plan and protect their future.

Before coming to Canada, Marianne worked as a life insurance agent in the Philippines. Today, she's licensed in both New Brunswick and Ontario, bringing that same dedication to Canadian families. She's also currently studying part-time at Athabasca University with plans to pursue her CFP designation.

Let's support Marianne as she grows her business!

Building from the ground up in a new country takes incredible courage. If you or someone you know could benefit from her expertise in financial planning and protection, we'd love to connect you!

Tag someone below or send us a message!

08/05/2025

Building a business is one thing — keeping it financially stable is another.
Whether you’re a solo entrepreneur or managing a growing team, structure and protection matter.

We’ve put together 7 practical ways to build financial stability inside your business — from automating savings to getting the right insurance in place.

📲 If you’re a business owner ready to strengthen your financial foundation, let's talk.
+1 (877) 482-3121

08/01/2025

Most people think wealth is built with big moves.
Truth is — it’s the quiet, consistent habits that matter most.

From setting your savings on autopilot to understanding your money mindset, these simple steps can create real peace of mind down the road.

📲 Swipe through for 3 low-key financial habits that can make a lasting impact.

07/28/2025

💬 Which of these are you already doing—or want to start?

04/30/2025

April 30th is the tax deadline — but it doesn’t have to be a deadline for your strategy.

At Wealth Plan Atlantic, we help advisors and clients build forward-thinking financial plans that reduce stress and maximize opportunity, all year long.

📞 Ready to plan ahead? Let’s talk: +1 (877) 482-3121

04/29/2025

Regional growth is personal growth when your money is in the right place.

Investing close to home means you’re fueling the future of the place you work, live, and raise your family. It also means you’re more connected to your investments — and the people they impact.

At Wealth Plan Atlantic, we believe in building plans that reflect your values and your roots.

📍 Let’s talk about how to align your portfolio with your region’s potential.
Call +1 (877) 482-3121 to book a strategy session today.

04/28/2025

Filing your taxes is just one piece of the puzzle.
The real opportunity? What you do next.

At Wealth Plan Atlantic, we help advisors and clients build smart, forward-thinking tax strategies that align with life goals, not just deadlines. Whether you optimize retirement income or plan next year’s contributions, we’re here to help.

📩 Ready to build a proactive plan?
Call +1 (877) 482-3121 today.

Address

107 Germain Street
Saint John, NB
E2L2E9

Website

http://www.wealthplanatlantic.com/

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