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Canada › New Brunswick

Financial advisors in Moncton

29 advisory teams and firms in Moncton, New Brunswick.

🏆 Top financial advisors in Moncton: the ranking

Moncton in figures

79,470residents in 2021 (+10.5% since 2016)
$68,000median total household income, 2020
55.9%of households own their home
$200,000median dwelling value
19.2%aged 65 and over
31%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 Moncton

Working in finance in Moncton: employer shares, bonuses and RRSP?

6.6% of jobs in Moncton are in this sector, against 4.3% across Canada (2021 census). Variable bonuses and employer shares: when to sell, and how to split between RRSP, TFSA and non-registered accounts.

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

Only 22.9% of tax filers in the Moncton area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.

RRSP or TFSA? →

How much to save for retirement in Moncton?

CPP and OAS rarely cover your full lifestyle: personal savings fill the gap, to be calculated for your age and horizon.

Calculate your savings goal →

Savings and high incomes in the Moncton area

18.1%of tax filers contributed to an RRSP
$3,300median RRSP contribution

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

22.9%report dividend or interest income (median $410)
5.1%report capital gains (median $1,430)
17.5%receive a private pension (employer plan, RRIF, annuity)
10%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.

Rents in the Moncton area

$1,453average monthly rent, two-bedroom apartment (October 2025)
+4.7%in one year, same units
3.9%vacancy rate (1.5% a year earlier)

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 Moncton?

Advisor Index lists 29 advisory teams and firms in Moncton, 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 Moncton?

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

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

Are you an advisor? Your firm is missing, or its profile is incomplete: list it, free of charge and with no paid ranking.

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