Canada › New Brunswick
Financial advisors in Fredericton
18 advisory teams and firms in Fredericton, New Brunswick.
- Andrew HuxterFrederictonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Blanchard LeBlanc Wealth Management GroupFrederictonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Brad GallantFrederictonTeam at Edward Jones
- Portfolio management and investment advice
- Brent JamaelFrederictonTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Dan LaCostaFrederictonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Derek Kitchen Wealth Advisory GroupFrederictonTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Devansh BavishiFrederictonTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Forestell Steeves Wealth ManagementFrederictonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Jeremy McleodFrederictonTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Jordie TaylorFrederictonTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Larry SheppardFrederictonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Leianne HudsonFrederictonTeam at IG Wealth Management
- Portfolio management and investment advice
- Matthew TonerFrederictonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Nadia Barry FuglstadFrederictonTeam at Edward Jones
- Portfolio management and investment advice
- Peter IK FletcherFrederictonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Sherry HamiltonFrederictonTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- The Johnson GroupFrederictonTeam at RBC Dominion Securities
- Portfolio management and investment advice
- The Simmons GroupFrederictonTeam at RBC Dominion Securities
- Portfolio management and investment advice
Fredericton in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Fredericton
Public servant in Fredericton: keep the pension or take the commuted value?
13% of jobs in Fredericton are in this sector, against 6.3% across Canada (2021 census). Keeping the pension or transferring its value: the difference depends on age, health and other income.
Where to invest your savings in Fredericton: RRSP or TFSA?
Only 26% of tax filers in the Fredericton area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? →Buy or rent in Fredericton with rents rising?
The average two-bedroom rent rose 5.2% in one year in the Fredericton area (CMHC). Buying with an FHSA or renting and investing depends on your horizon.
Buy or rent: calculate →Savings and high incomes in the Fredericton area
Among people with income in the Fredericton area, in 2023:
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.
Rents in the Fredericton area
Source: CMHC, Rental Market Survey, October 2025, privately initiated apartment structures of three units and over.
Frequently asked questions
How many financial advisory firms are there in Fredericton?
Advisor Index lists 18 advisory teams and firms in Fredericton, 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 Fredericton?
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
- Bathurst · 4
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.