Bill Lane, CFP, PFP

Certified Financial Planner

Clients would describe Bill as a great listener. He finds their stories are so interesting that listening comes very easily to him. He really enjoys getting to know what is important to people. Once he knows you, he can’t help but care and could never let you down.


His role as a Financial Planner is to inform and understand his clients, help them worry less and enjoy life. He believes you need to cherish the special moments and appreciate what life has to offer you.


He is a problem solver by nature. He loves to learn new things every day and figure out how things work. There is nothing more rewarding in this line of work than helping people solve problems.


Since starting in the financial planning industry in the year 2000, he has learned that wisdom comes from listening to smart people and developing your own understanding. When we learn to evolve

anything is possible.


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Suite 201, 814 Main Street, Moncton, NB  E1C 1E6  •  (506) 382-6111


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residents of New Brunswick and Nova Scotia only.