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Why Choose Us?

Bruno E Pouliot has educated others in financial services in many different capacities. Bruno believes in a team approach, and also believes educating others in the planning processes is the best way. He acquired his CRPC™ Chartered Retirement Planning Counselor™ designation from the College of Financial Planning in Denver, Colorado in 2005. He also acquired his CKA® Certified Kingdom Advisor® designation from Ron Blue, and company in 2005; he was the first graduate of this prestigious designation. Bruno has two gorgeous daughters that are his everything and is also tri-lingual in French, English, and intermediate Spanish. Bruno loves to help people, and make a difference in the lives of other people. A Holistic approach is the best and keeps honesty, integrity, and transparency at the forefront of everything we do.