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Jimmy-Lee Thibault

Jimmy-Lee Thibault

  • Financial Security Advisor
  • Group Insurance and Group Annuity Plans Advisor

411, rue Champlain, 2e étage, Dieppe, NB  E1A 1P2

T: 506 872-1010 ext. 6104
C: 518 337-1039  |  F: 506 872-1018  

jimmy-lee.thibault@sfl.ca

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

  • Establishing a personal budget
  • Reviewing your investments
  • Evaluating any insurance needs
  • Determining if you can reduce your taxes
  • Planning your retirement
  • Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.

 

My professional practice is characterized by the values I hold dear:

  • Integrity and loyalty
  • Availability and independence
  • Professionalism and skill
  • Exceptional service

I bring these values to every relationship in my practice.

Research has shown that there's real value in financial advice and that it provides an undeniable advantage to investors.

  • Households that have had an advisor for 15 years or more accumulate 290% more in assets (3.9 times more) than households that haven't1.
  • Households that have an advisor have 2.1 times more financial assets than households that don't2.
  • Investors that have an advisor are more confident and more likely to have a comfortable retirement if they've received financial advice for at least 10 years3.
  • Advisors can help investors manage their emotions, which can add approximately 1.5% to portfolio returns4.
SFL Wealth Management and its counterpart out of Quebec and New Brunswick, Desjardins Financial Security Independent Network, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.
1 © 2016, Claude Montmarquette and Nathalie Viennot-Briot, The Gamma Factor and the Value of Financial Advice, https://www.cirano.qc.ca/files/publications/2016s-35.pdf.

2 Jon Cockerline, PhD., New Evidence on the Value of Financial Advice, IFIC, 2012

3 IFIC. The Value of Advice Report, 2012.

4 VANGUARD. The Added Value of Financial Advisors, Toronto, 2014 and IFIC/POLLARA Inc. Canadian Mutual Fund Investors' Perceptions of Mutual Funds and the Mutual Fund Industry, Toronto, 2013.