Canada › Saskatchewan

Financial advisors in Moose Jaw

5 advisory teams and firms in Moose Jaw, Saskatchewan.

🏆 Top financial advisors in Moose Jaw: the ranking

Bradley SmithMoose Jaw
Team at RBC Dominion Securities
- Portfolio management and investment advice
See profile →
Garthus Private Wealth ManagementMoose Jaw
Team at RBC Dominion Securities
- Portfolio management and investment advice
See profile →
Mike Abou-MechrekMoose Jaw
Team at IG Wealth Management
- Portfolio management and investment advice
2 advisors
See profile →
Petlak Private Wealth GroupMoose Jaw
Team at RBC Dominion Securities
- Portfolio management and investment advice
See profile →
Willms Private Wealth Management GroupMoose Jaw
Team at RBC Dominion Securities
- Portfolio management and investment advice
See profile →

Moose Jaw in figures

33,665residents in 2021 (-0.7% since 2016)

$74,000median total household income, 2020

67.8%of households own their home

$250,000median dwelling value

21.2%aged 65 and over

19.3%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 Moose Jaw

Farmer in Moose Jaw: how to pass on the farm?

3.3% of jobs in Moose Jaw are in this sector, against 2.3% across Canada (2021 census). Transfer to a child, tax rollovers, the farm capital gains exemption: a succession takes years to prepare.

Where to invest your savings in Moose Jaw: RRSP or TFSA?

Only 31.2% of tax filers in the Moose Jaw 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 Moose Jaw?

21.2% of Moose Jaw 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 Moose Jaw area

17.6%of tax filers contributed to an RRSP

$2,910median RRSP contribution

Among people with income in the Moose Jaw area, in 2023:

31.2%report dividend or interest income (median $650)

8.8%report capital gains (median $1,630)

20.9%receive a private pension (employer plan, RRIF, annuity)

14%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 Moose Jaw?

Advisor Index lists 5 advisory teams and firms in Moose Jaw, Saskatchewan: 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 Moose Jaw?

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 Saskatchewan

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