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Financial Advisors in Moncton, NB: 2026 rankings

31 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Moncton: Manu George RRA®- Financial Advisor Sun Life, RFA Score 74/100; 5.0★ from 59 Google reviews.

  2. 7

    Most-reviewed: Allan Marshall & Associates Inc. Licensed Insolvency Trustee, 217 Google reviews at 5.0★, the most of 31 ranked; ranked #7.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

31 Moncton financial advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.5★ across 31 rated firms.

Top 10 financial advisors in Moncton at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Moncton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Manu George RRA®- Financial Advisor Sun Life745.0★ (59)Moncton—Top score
2Retirement Planning Solutions735.0★ (41)Moncton——
3Onvisor705.0★ (31)Dieppe, 8 km away——
4BMO Bank of Montreal694.1★ (37)MonctonSat—
5Assomption Vie / Assumption Life694.1★ (38)Moncton——
6IG Wealth Management - STEPHANIE WARMAN, BBA CFP RRC695.0★ (16)Moncton——
7Allan Marshall & Associates Inc. Licensed Insolvency Trustee695.0★ (217)Moncton—Most reviews
8WORLD FINANCIAL GROUP INSURANCE AGENCY OF CANADA INC.685.0★ (13)MonctonSat · Sun · Evenings—
9Discovery Financial Services685.0★ (13)Moncton——
10Co-operators - Savoie Financial Services Inc.684.6★ (21)Dieppe, 4 km away——

All 31 financial advisors in Moncton, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Onvisor

    Based in Dieppe, 8 km away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    69 Rue Rufin Office B, Dieppe, NB E1A 9T3
    View profile for Onvisor(506) 874-6124

  4. #4 BMO Bank of Montreal

    Based in Moncton

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.1★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 37 Google reviews
    Hours
    Mon–Wed 9:30 AM–5 PM · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    1633 Mountain Rd Unit 11, Moncton, NB E1G 1A5
    View profile for BMO Bank of Montreal(506) 853-5750

  18. #18 e6 International

    Based in Moncton

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    51 Highfield St #300, Moncton, NB E1C 5N3
    View profile for e6 International(506) 856-6398

  19. #19 BMO Bank of Montreal

    Based in Dieppe, 3 km away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.1★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 71 Google reviews
    Hours
    Mon–Wed 9:30 AM–5 PM · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    14 Champlain St, Dieppe, NB E1A 1N3
    View profile for BMO Bank of Montreal(506) 853-5727

  22. #22 BMO Bank of Montreal

    Based in Moncton

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.6★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 2.6★ from 10 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    633 Main St, Moncton, NB E1C 9X9
    View profile for BMO Bank of Montreal(506) 853-5700

  24. #24 HollisWealth

    Based in Moncton

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.2★ from 5 Google reviews, listed on Google as “Investment service”.

    • 3.2★ from 5 Google reviews
    Address
    1351 Mountain Rd, Moncton, NB E1C 2T9
    View profile for HollisWealth(506) 384-0770

  25. #25 Scotiabank

    Based in Dieppe, 3 km away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.8★ from 87 Google reviews, listed on Google as “Financial planner”.

    • 2.8★ from 87 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    477 Paul St, Dieppe, NB E1A 4X5
    View profile for Scotiabank(506) 862-0388

All 31 financial advisors

#1 to #25 are shown in full above. Here are #26 to #31, in RFA Score order; each links to its profile.

financial advisors in Moncton, ranks 26 to 31
RankBusinessRFA ScoreGoogle ratingDistance
26Scotiabank - (Cash at ABM only)642.6★ (45)In Moncton
27MD Financial Management643.7★ (3)In Moncton
28Sun Life Financial Moncton643.7★ (3)In Moncton
29UNI Coopération financière642.6★ (32)4 km
30Groupe Financier Axis Inc.634.0★ (4)7 km
31Industrial Alliance Securities | Wyverstone Capital631.0★ (3)In Moncton

Also serving Moncton

20 more financial advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Moncton
BusinessGoogle ratingDistance
Alex Frenette, PFP - RBC Investment And Retirement Planner - Maps5.0★ (1)In Moncton
Anderson Financial Services5.0★ (1)In Moncton
BMO Nesbitt Burns1.0★ (1)In Moncton
CIBC Financial Advisor: Travis Poley5.0★ (2)In Moncton
CIBC Mortgage Advisor: Vincent Clavet3.0★ (2)In Moncton
Dixon & Patterson Financial Planning5.0★ (1)In Moncton
Gallant Group Private Wealth Management - Moncton Financial Advisor5.0★ (2)In Moncton
Gianna Hurd - Private Banking - Scotia Wealth Management5.0★ (1)In Moncton
Insight Financial Services Inc.4.0★ (1)In Moncton
Investment Planning Counsel5.0★ (1)In Moncton
IPC Investment Corporation - Dereck Slattery5.0★ (2)In Moncton
iQ Commercial Mortgage Strategy Inc.5.0★ (1)In Moncton
Jobe Wealth Consultants3.0★ (2)In Moncton
Michel Gallant & Associates - IG Private Wealth Management5.0★ (2)In Moncton
Moncton of RBC Dominion Securities Inc.5.0★ (1)In Moncton
Philippe Madore - Dempsey Madore Group - ScotiaMcLeod - Scotia Wealth Management5.0★ (1)In Moncton
Scotia Wealth Management - Moncton5.0★ (1)In Moncton
TD Bank Private Banking - Laura Lee Burke5.0★ (1)In Moncton
Technology Venture Corporation5.0★ (2)In Moncton
The Planning Group Inc5.0★ (2)In Moncton

How we ranked Moncton financial advisors

We scored 31 Moncton financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Moncton data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Moncton: frequently asked questions

Which financial advisor has the highest RFA Score in Moncton?

By RFA Score, the highest-ranked financial advisor in Moncton, NB is Manu George RRA®- Financial Advisor Sun Life with an RFA Score of 74/100. It has 5.0★ from 59 Google reviews. Retirement Planning Solutions (#2) and Onvisor (#3) follow. We ranked 31 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Moncton?

RankedFinancialAdvisors ranks 31 financial advisors serving Moncton, NB. 25 of them are based in Moncton; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Moncton work on weekends?

5 of 31 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are BMO Bank of Montreal (#4), WORLD FINANCIAL GROUP INSURANCE AGENCY OF CANADA INC. (#8) and Drisdelle Wealth management (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Moncton financial advisors have?

The median Google rating among 31 rated financial advisors in Moncton is 4.5★, with a median of 13 reviews. Allan Marshall & Associates Inc. Licensed Insolvency Trustee has the most, 217 reviews, and ranks #7. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Moncton count in this ranking?

Yes, if they are within 40 km of the Moncton city centre, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Moncton ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial advisors in Moncton?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Moncton

  1. November 2026: RFA Scores recalculated for 31 financial advisors serving Moncton.

More financial advisors and Moncton pages

Financial advisors near Moncton