At RGM Financial Solutions, we're a seasoned insurance brokerage committed to understanding your unique needs. We provide need-based and personalized risk management solutions and strategies to help you build wealth for retirement and secure your legacy. Our holistic approach encompasses financial solution to individual, family, and business continuity planning, all built on a foundation of expertise, trust, and enduring client relationships.
Health Insurance
Protects financially from the high cost of medical care by covering a portion or all of your expenses, including doctor visits, hospital stays, and medications.
Critical Illness Insurance
Offers a way to mitigate the financial impact of a serious illness, allowing to focus on health and recovery without the added burden of unexpected expenses.
Life Insurance
Provides financial security for your loved ones after your death by offering a lump sum death benefit payment and build a supplement cash value for retirement.
Cost Effective & Dependable
Buy-Sell Agreement Insurance
Surviving partner to buy out a deceased
or disabled partner's share.
Key Person Insurance
Company receives a death benefit payout when a key person unexpected death.
Liability Insurance
I am a Life Licensed Advisor affiliated with Greatway Financial Inc., located at Suite 140, 50 Crowther Lane, Fredericton, NB, E3C 0J1.
I hold a Life and Accident & Sickness license in the jurisdictions of New Brunswick and Prince Edward Island.
I’m available to you from 8AM - 8PM, Monday to Saturday.
I’ll keep you updated annually and bi-annually.
We can do your application in-person or online.
I’m partnered with some of the Best Rated Life Insurance Companies in Canada. See them here.
Helping secure Canadians since March 2017.
Throughout my extensive 30+ years of community service, I have come to understand the critical need for insurance protection and income replacement among Canadians, including permanent residents, newcomers, migrant workers, and transients. My 27-year tenure in the IT and telecommunications sector provided a structured career, yet I sought deeper personal and financial fulfillment. Becomi ng an agent with Greatway Financial marked a significant turning point, allowing me to harmonize my work and life while pursuing my financial aspirations.
In response to the substantial financial difficulties faced by some community members, I organized annual financial planning events in collaboration with licensed agents. This experience ultimately led me to the opportunity and challenge of becoming a licensed agent with Greatway Financial Inc., which has been a transformative milestone in my professional journey since I joined in March 2017.
Greatway Financial has played a crucial role in my personal growth and has enabled me to positively influence others. This experience has highlighted the significance of community, valuable experiences, and career advancement.
I am sincerely thankful for the backing of the Greatway Financial community, as their support has been vital in my pursuit of a rewarding career and in making a difference in the lives of many. This journey has reinforced the importance of gratitude and the power of a supportive network, contributing to a legacy of positivity and resilience.
Roland Moreno