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Financial advisors in Bathurst

4 advisory teams and firms in Bathurst, New Brunswick.

Ann ChamberlainBathurst
Team at IG Wealth Management
- Portfolio management and investment advice
See profile →
Ghislain DesrosiersBathurst
Team at IG Wealth Management
- Portfolio management and investment advice
See profile →
Jean Francois DuguayBathurst
Team at IG Wealth Management
- Portfolio management and investment advice
See profile →
Ryan RiordonBathurst
Team at IG Wealth Management
- Portfolio management and investment advice
See profile →

Bathurst in figures

12,157residents in 2021 (+2.2% since 2016)

$54,800median total household income, 2020

60.4%of households own their home

$150,000median dwelling value

31.2%aged 65 and over

20.5%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Bathurst

Working in energy in Bathurst: stock options and early retirement?

3% of jobs in Bathurst are in this sector, against 1.3% across Canada (2021 census). Stock options and employer shares concentrate risk in one sector; diversifying and planning the exit matters.

Where to invest your savings in Bathurst: RRSP or TFSA?

Only 17.9% of tax filers in the Bathurst area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.

RRSP or TFSA? →

When to take CPP and how to draw down a RRIF in Bathurst?

31.2% of Bathurst residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.

How long will your savings last? →

Savings and high incomes in the Bathurst area

11.6%of tax filers contributed to an RRSP

$3,430median RRSP contribution

Among people with income in the Bathurst area, in 2023:

17.9%report dividend or interest income (median $460)

3.9%report capital gains (median $2,320)

22.6%receive a private pension (employer plan, RRIF, annuity)

7%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Frequently asked questions

How many financial advisory firms are there in Bathurst?

Advisor Index lists 4 advisory teams and firms in Bathurst, New Brunswick: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Bathurst?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in New Brunswick

Moncton · 29
Saint John · 21
Fredericton · 18

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.