The principals at Atlantic Wealth Management are Atlantic Canada's trusted team for tailored wealth-building and financial problem-solving. We team up to bring our deep knowledge, extensive experience, unflagging energy, and uninhibited imagination to the table. We're a close-knit group of specialists with a broad range of technical expertise in the financial planning field.
Chris began working in the financial planning industry after graduating from university and knew right away that he'd found his niche. Looking back, he wouldn't have considered doing anything else. Chris has worked in all areas of the financial planning industry over the course of his career, including as VP of the industry's largest company.
Chris began working in the financial planning industry after graduating from university and knew right away that he'd found his niche. Looking back, he wouldn't have considered doing anything else. Chris has worked in all areas of the financial planning industry over the course of his career, including as VP of the industry's largest company.
Services
Planning is at the core of our services because that is the key to your financial success. We serve both individual clients and businesses, tailoring our investment approaches and insurance solutions to match your requirements. Our advisors understand that no two clients are the same and that financial planning is intensely personal.
We build long-term relationships with our clients. The best way for us to meet your financial needs is by getting to know you and developing a lasting connection with you. We engage in a planning process with you, rather than a series of transactions. We sit down with you. And then we sit down with you again.
Single-Trip Plan: Provides coverage for one trip for the number of days purchased. No age limit but then you will have to answer medical questions if you are over the age of 60. Multi-Trip Plan: Provides coverage for an unlimited number of trips during the policy year for the number of days purchased.
Coverage for those who are self-employed or those whose group benefits have been terminated. Flexcare offers 7 different health and dental plans (3 of which are guaranteed issue) and many add-on benefits so that you can design a health plan that best meets your specific needs.
FollowMe offers 4 guaranteed issue plans which are designed to "bridge the gap" for people who are leaving a group plan due to job loss or retirement so that their health and dental coverage is not interrupted.As long as you apply within 60 days of leaving your group plan, you are guaranteed acceptance with FollowMe.
FollowMe offers 4 guaranteed issue plans which are designed to "bridge the gap" for people who are leaving a group plan due to job loss or retirement so that their health and dental coverage is not interrupted.As long as you apply within 60 days of leaving your group plan, you are guaranteed acceptance with FollowMe.
Chris Valardo and Leslie Valardo presented a donation of $10,000 to the Make a Wish Foundation from Atlantic Wealth Management. Atlantic Wealth Management has an assortment of long-time community commitments and favourite philanthropic causes. Chris is passionate about football and has coached both minor & high school football since 1990.
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