Hannay Group | Private Wealth Management

New Year, new opportunities! Start 2025 with a clear financial plan and set yourself up for success. Let us help you achieve your goals and make this your best financial year yet.

New Year, New Goals. Let’s work together to turn your financial resolutions into realities. Here’s to a prosperous year ahead with Wellington-Altus by your side.

Only rich people need financial plans. MYTH. The truth? Financial planning is for everyone, no matter where you are in your journey. A solid plan helps you set goals, manage your resources, and create a clear path to financial security. Ready to build your future? Let’s get started! 506.800.6384 hannaygroup@wellington-altus.ca

Happy Holidays from all of us at The Hannay Group! Wishing you a season filled with joy, peace, and time well spent with loved ones. Here's to a bright and prosperous New Year!

Great achievements start with a great plan. At The Hannay Group, we believe that putting planning first is the key to long-term financial success. Let’s build a strategy that sets the foundation for your future. Contact us today to get started!

This holiday season, our team is honoured to partner with What Kids Need Moncton Inc., a wonderful charity that has been supporting families in the Greater Moncton area since 2012. We had the joy of sponsoring 24 children, shopping for toys and gifts to help bring a little extra magic to their holidays (and ours). This meaningful experience has reminded us of the importance of giving back and supporting our community whenever we can. A heartfelt thank you to What Kids Need Moncton Inc. for the incredible work they do year-round. As they continue to brighten the lives of local families, we encourage anyone looking to make a difference this holiday season to consider sponsoring a child through this amazing organization. There’s still time to get involved and help make this holiday season even more special for a child in need. Happy Holidays to all—from our team to yours!

Strong client relationships are the foundation of everything we do. At The Hannay Group, we believe in building trust, understanding your goals, and providing personalized solutions that grow with you. Together, we create a partnership that lasts.

Tip of the week: smart saving strategies - Understand Your Income: Know your monthly earnings to set a strong foundation. - Track Your Spending: Keep tabs on every expense, from fixed bills to variable costs. - Define Your Goals: Set clear financial objectives for both the short and long term. - Refine Your Budget: Align your spending habits with your goals to make every dollar count. Smart saving starts with a solid plan—ready to take control? Contact us for personalized financial guidance! 506.800.6384 hannaygroup@wellington-altus.ca

Stay informed with the latest market trends and insights! Check out our newest December newsletter for expert analysis and updates to help guide your financial decisions. Visit: https://lnkd.in/ejgEJA3k

Working for Wellington-Altus isn’t just a career—it’s a rewarding journey. At The Hannay Group, we are committed to helping clients turn their dreams into realities and guiding them toward financial security. Every day, we take pride in making a lasting impact on the lives of those we serve. 506.800.6384 hannaygroup@wellington-altus.ca