Sellars Wealth Management
Financial Services - Moncton, New Brunswick, Canada
Sellars Wealth Management Employees
Sellars Wealth Management Details
Sellars Wealth Management is owned and operated by Jim Sellars. He has lived in Moncton NB since 1985, He is married and the father of two kids, now off to University pursuing plans of their own. Jim has always said that the mark of success in any endeavour is when the person getting the training or advice is able to move off under their own power. So he and his wife Barbara are pleased that the children are doing so well. Raising kids is like Financial Planning in that it takes patience and preparation. This is a facet of Jim's business model that he emphasises repeatedly, quoting Winston Churchill, "he who fails to plan, is planning to fail". As a consequence Jim encourages each client to sit down and do a comprehensive Financial Plan to establish where they are now and how they will get to where they would like to go, in their future. With an office at 120 Queen Street, Moncton New Brunswick, Jim reaches out to clients in Ontario, as well as all the Provinces of the Maritimes of Eastern Canada. The focus with Jim is to help his clients achieve a "golden" retirement through very secure investments for the long run. Having come from a tax background Jim emphasises the need to be efficient with taxes, paying the least amount of taxes possible through the business succession and retirement phases of the lives of his clients. Always interested in making the acquaintance of new business people Jim would welcome a chance to discuss best retirement strategies and planning techniques. Please feel free to contact Mr. Sellars at his office as listed below, via email or his social media links also listed here.
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