Justin Morehouse - Financial Security Advisor - Breton Wealth Management

Justin Morehouse - Financial Security Advisor - Breton Wealth Management What goals and dreams are on your bucket list? To make sure you can start checking them off, you need to start with a plan!

Are you wondering how WAR conflicts effect your investments? Have comfort in knowing that on average it is a 8% return w...
03/04/2026

Are you wondering how WAR conflicts effect your investments? Have comfort in knowing that on average it is a 8% return with the S&P 500 index benchmark.

Remember performance after fees is what should matter most! Message me for a comparsion of your investments! Maybe your ...
02/25/2026

Remember performance after fees is what should matter most! Message me for a comparsion of your investments! Maybe your doing good or not so good, come see a professional to find out!

You don’t have to wait for someday. Accelerate your dreams with Fidelity today.

02/17/2026
This shows that working with an advisor can deliver higher returns net of fees than doing it alone! An advisor provides ...
02/12/2026

This shows that working with an advisor can deliver higher returns net of fees than doing it alone! An advisor provides confidence, guidance and expertise in navigating the complex financial system - Above and Beyond returns!

Attending Fidelity Focus Event! These are funds you won't get at your bank and is in our custom built portfolios!
01/28/2026

Attending Fidelity Focus Event! These are funds you won't get at your bank and is in our custom built portfolios!

Vidyard video

If you don't have a plan, start one with me today to be entered into the snowball contest! 🤾
01/19/2026

If you don't have a plan, start one with me today to be entered into the snowball contest! 🤾

Happy New Year!
12/31/2025

Happy New Year!

💫 Here’s to a fresh start! May 2026 be a year of growth, opportunities, and happiness for you and your family. Happy New Year! 🎇

Every dream deserves a head start, open an RESP with me for a chance to win $2,500 for your child’s future.I’m here to h...
09/02/2025

Every dream deserves a head start, open an RESP with me for a chance to win $2,500 for your child’s future.
I’m here to help you!
https://ia.ca/resp

04/29/2025
SunLife has a promotion on for Critical illness insurance until Jun 30th! 25% back on adult policies and 50% back on chi...
04/03/2025

SunLife has a promotion on for Critical illness insurance until Jun 30th! 25% back on adult policies and 50% back on child policies for thew first year! There's no better time then now to put coverage in place! Message me for a no obligation quote!

Recovering from a serious illness can be expensive. But is critical illness insurance worth it? Find out.

Hey Everyone, Fidelity Investments has a contest to give away 7 Thousand Dollars for your TFSA!!  Enter here for a chanc...
03/21/2025

Hey Everyone,
Fidelity Investments has a contest to give away 7 Thousand Dollars for your TFSA!! Enter here for a chance to win!

Whatever you’re working toward- a dream vacation, a first home, or just growing your wealth- Investly can help you get there. Winning $7,000 could give your goals a serious boost and help you get there faster!

Check out this article of biggest retirees regrets. Want to know where you stand? Or start a plan? Let me help. Message ...
03/09/2025

Check out this article of biggest retirees regrets. Want to know where you stand? Or start a plan? Let me help. Message me!

Ever wonder if your filing your taxes right or missing out on deductions?!  Go to local experts - Breton Tax Services !
03/06/2025

Ever wonder if your filing your taxes right or missing out on deductions?! Go to local experts - Breton Tax Services !

Don't wait until the last minute to file your taxes! Save this handy checklist to help you get started ahead of the April 30 deadline!

Don't have time to make it to the bank for an RRSP top up contribution due to their operating hours?! Msg me as I am tak...
02/28/2025

Don't have time to make it to the bank for an RRSP top up contribution due to their operating hours?! Msg me as I am taking in person/virtual/phone appointments on the weekend! Try Sunlife's RRSP calculator today:

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Don’t miss the RRSP contribution deadline of March 3, 2025! Maximize your retirement savings and potentially reduce your...
02/23/2025

Don’t miss the RRSP contribution deadline of March 3, 2025!

Maximize your retirement savings and potentially reduce your tax bill with these quick tips.
1️⃣ Make a lump-sum contribution.
2️⃣ Reinvest your tax refund into your RRSP.
3️⃣ Set up automatic contributions for year-round growth.
4️⃣ Diversify your investments for better returns.

Happy Lunar New Year!
01/30/2025

Happy Lunar New Year!

Wishing you prosperity and good fortune in the Lunar New Year!

01/17/2025

First Home Savings Account (FHSA)
You can contribute up to $8,000 per year to your FHSA, with a maximum lifetime contribution limit of $40,000.
You can carry forward up to $8,000 of unused contribution room to the following year, subject to the lifetime limit. Opened in 2023 means $24,000 of room so far. Message me for more advice and to open an account!

Send a message to learn more

01/08/2025

Did you know that purchasing a life insurance policy is the same price from a local rep versus dealing with a call center. Being a broker, I can shop it for you in seconds. Message me for a no obligation quote!

Your TFSA contribution room is cumulative and always carries forward. Message me to know what your TFSA contribution roo...
10/16/2024

Your TFSA contribution room is cumulative and always carries forward. Message me to know what your TFSA contribution room is!

Next year’s contribution amount can be calculated using CPI data released Tuesday

08/22/2024

iA Term Life Insurance

- IA

You never forget your first car or your first job…

Your first insurance experience can be just as memorable!

With our recent term life insurance premium reductions. The 10-year term, with a discount of up to 24%, can be a great option for a first policy.

Contact me for a no obligation quote!

Contest for IA clients!
08/20/2024

Contest for IA clients!

Contest!😎

Will you be our winner? To enter, all you have to do is log into My Client Space or use the iA Mobile app. Good luck!
📲More details here: https://ow.ly/zMJt50SOxVB

On the weekend we experienced a Economic event out of our control. Here's an article to learn more about the impacts on ...
07/15/2024

On the weekend we experienced a Economic event out of our control. Here's an article to learn more about the impacts on the market and the recovery timelines.

06/12/2024

Blerina Uruçi of T. Rowe Price says investors would do well to continue to position portfolios with inflation hedges in mind

This Link has all the new proposals of the 2024 Budget. Check it out!  https://ow.ly/Kch750RIJhH
05/16/2024

This Link has all the new proposals of the 2024 Budget. Check it out! https://ow.ly/Kch750RIJhH

Feds won't change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government

The big news of Budget 2024 is the jump in the capital gains inclusion rate. The federal government is increasing the ra...
04/19/2024

The big news of Budget 2024 is the jump in the capital gains inclusion rate. The federal government is increasing the rate to two-thirds from one-half on capital gains above $250,000 realized annually by individuals, and on all capital gains realized by corporations and trusts. The measure will take effect on June 25.

HNW clients should plan now for the greater capital gains inclusion rate

03/05/2024

Do you have a favorite charity you’d love to help? With Foresters 150 BIG Give, you can! Help us celebrate our 150th anniversary by telling us about a deserving charity that could use a $50,000 donation from Foresters.

Head over to MyForesters.com and submit your short video plea about your charity by March 31! We’ll announce the BIG winners in June.

02/28/2024

Wondering when you will receive your first 60 day RRSP tax receipt? Deadline is March 31st for them to be sent out. Check out this article to find out other tax document deadlines!

When to file returns, make contributions and more.

Time is running out with 5 days left until the RRSP deadline. If your wanting to make a RRSP contribution to bring down ...
02/22/2024

Time is running out with 5 days left until the RRSP deadline. If your wanting to make a RRSP contribution to bring down your tax bill or produce a return, I can help!

Here is a tax checklist from Manulife to help gather your tax documents!

What do you need to file your taxes?

01/18/2024

Maximizing your savings is good.📝

Maximizing your savings and entering a contest is even better! 🤩

👉 https://ow.ly/t62K50Qlcfj

01/18/2024

Book now! For more inquiries pls call 902-5491227..❤

The federal government approved RBC's $13.5-billion takeover of HSBC Canada this month. Here's a look at some of the oth...
01/03/2024

The federal government approved RBC's $13.5-billion takeover of HSBC Canada this month. Here's a look at some of the other changes expected in Canadian banking in 2024

The federal government approved RBC's $13.5-billion takeover of HSBC Canada this month. Here's a look at some of the other changes expected in Canadian banking in 2024

Disability and illness can happen to anyone, yet only 12.4 million Canadians have disability insurance, and far fewer - ...
12/06/2023

Disability and illness can happen to anyone, yet only 12.4 million Canadians have disability insurance, and far fewer - 2.4 million - have critical illness insurance, according to data from the Canadian Life and Health Insurance Association. Message me to obtain a quote! Here is what you need to know

If you became ill or injured, how long could you keep paying for household costs, including your mortgage? Here’s how to protect yourself financially.

We work hard to protect what matters most to us: our families, our homes, our lifestyles. We’re less likely to protect w...
11/22/2023

We work hard to protect what matters most to us: our families, our homes, our lifestyles. We’re less likely to protect what may be our most important asset: our ability to earn income. That’s a problem when many of the things that matter to us, like our families and lifestyles, depend on you maintaining that ability to generate income. Disability insurance can help replace your income

Disability insurance can be crucial to replacing your income if you cannot work because you're disabled.

When you avoid making investment decisions emotionally and instead keep to a plan, you could be more likely to achieve y...
09/28/2023

When you avoid making investment decisions emotionally and instead keep to a plan, you could be more likely to achieve your financial goals. Let’s chat about investment strategies.

Breton Wealth Management received the Platinum status from it's community! Thanks to everyone who showed their support!
09/11/2023

Breton Wealth Management received the Platinum status from it's community! Thanks to everyone who showed their support!

Official 2023 Community Voting Awards Platform for Cape Breton, NS. Where the community votes for their favourites every year.

Voting has started!
07/18/2023

Voting has started!

Official 2023 Community Voting Awards Platform for Cape Breton, NS. Where the community votes for their favourites every year.

Address

103 Byng Ave
Sydney River, NS
B1P 5C1

Opening Hours

Monday 9am - 9pm
Tuesday 9am - 9pm
Wednesday 9am - 9pm
Thursday 9am - 9pm
Friday 9am - 9pm

Telephone

+19023712901

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