Financial advisors in St. Stephen
1 advisory team and firm in St. Stephen, New Brunswick.
- Tyler BelyeaSt. StephenTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
At a glance: financial advisors in St. Stephen
- St. Stephen has one listed firm per 4,510 residents (Moncton: one per 2,740).
- That is 1,159 residents aged 65+ per firm, when retirement income and estate planning come up.
- 100% of listed firms belong to a major network (IG Wealth Management: 1); 0 are independent or with another network.
Advisor Index calculation of October 26, 2026 across the 1 teams and firms listed in St. Stephen; population: Statistics Canada, 2021 Census.
Financial advisor observatory for Canada: every city →
St. Stephen in figures
Wealth potential : Average
Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in St. Stephen
When to take CPP and how to draw down a RRIF in St. Stephen?
25.7% of St. Stephen 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? →RRSP or TFSA: which to choose in St. Stephen?
The right choice depends on your tax rate today and in retirement; in St. Stephen, the median household income was $56,800 (census).
RRSP or TFSA? →Frequently asked questions
How many financial advisory firms are there in St. Stephen?
Advisor Index lists 1 advisory team and firm in St. Stephen, 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 St. Stephen?
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
- Bathurst · 4
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.