Skip to content

Financial Planners in Moncton, NB: 2026 rankings

17 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Moncton: Retirement Planning Solutions, RFA Score 74/100; 5.0★ from 41 Google reviews.

  2. 11

    Most-reviewed: Scotiabank, 87 Google reviews at 2.8★, the most of 17 ranked; ranked #11.

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

17 Moncton financial planners are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 4.1★ across 17 rated firms.

Top 10 financial planners 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 planners in Moncton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Retirement Planning Solutions745.0★ (41)Moncton—Top score
2BMO Bank of Montreal714.1★ (37)MonctonSat—
3IG Wealth Management - STEPHANIE WARMAN, BBA CFP RRC705.0★ (16)Moncton——
4Co-operators - Savoie Financial Services Inc.704.6★ (21)Dieppe, 4 km away——
5Discovery Financial Services695.0★ (13)Moncton——
6Co-operators - Troy Soontiens & Associates Inc694.1★ (17)Moncton——
7Co-operators - Sean MacPherson & Associates Inc684.5★ (12)Moncton——
8Co-operators - Wallace Financial Inc683.6★ (17)Moncton——
9BMO Bank of Montreal673.1★ (71)Dieppe, 3 km awaySat—
10e6 International665.0★ (5)Moncton——

All 17 financial planners 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.

  2. #2 BMO Bank of Montreal

    Based in Moncton

    71/100RFA Score

    Ranked #2 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

  9. #9 BMO Bank of Montreal

    Based in Dieppe, 3 km away

    67/100RFA Score

    Ranked #9 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

  10. #10 e6 International

    Based in Moncton

    66/100RFA Score

    Ranked #10 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

  11. #11 Scotiabank

    Based in Dieppe, 3 km away

    66/100RFA Score

    Ranked #11 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

  13. #13 BMO Bank of Montreal

    Based in Moncton

    65/100RFA Score

    Ranked #13 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

  17. #17 Onvisor

    Based in Dieppe, 8 km away

    62/100RFA Score

    Ranked #17 because of its Google rating and review volume: 5.0★ from 31 Google reviews.

    • 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

Also serving Moncton

20 more financial planners 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 planners serving Moncton
BusinessGoogle ratingDistance
Alfred Bessawa Ebolo, Associate Advisor, Stride Financial Solutions, Sun Life4.9★ (12)In Moncton
Allan Marshall & Associates Inc. Licensed Insolvency Trustee5.0★ (217)In Moncton
Amal Kilani - Advisor Sun Life5.0★ (9)In Moncton
Assomption Vie / Assumption Life4.1★ (38)In Moncton
CIBC Financial Advisor: Travis Poley5.0★ (2)In Moncton
Drisdelle Wealth management5.0★ (11)In Moncton
Gallant Group Private Wealth Management - Moncton Financial Advisor5.0★ (2)In Moncton
HollisWealth3.2★ (5)In Moncton
Industrial Alliance Securities | Wyverstone Capital1.0★ (3)In Moncton
Investment Planning Counsel5.0★ (1)In Moncton
IPC Investment Corporation - Dereck Slattery5.0★ (2)In Moncton
Jobe Wealth Consultants3.0★ (2)In Moncton
Kevin Williams Financial Services4.7★ (6)In Moncton
Maisey Financial Services4.8★ (5)In Moncton
Manu George RRA®- Financial Advisor Sun Life5.0★ (59)In Moncton
MD Financial Management3.7★ (3)In Moncton
Michel Gallant & Associates - IG Private Wealth Management5.0★ (2)In Moncton
Sun Life Financial Moncton3.7★ (3)In Moncton
The Planning Group Inc5.0★ (2)In Moncton
WORLD FINANCIAL GROUP INSURANCE AGENCY OF CANADA INC.5.0★ (13)In Moncton

How we ranked Moncton financial planners

We scored 17 Moncton financial planners 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Moncton: frequently asked questions

Which financial planner has the highest RFA Score in Moncton?

By RFA Score, the highest-ranked financial planner in Moncton, NB is Retirement Planning Solutions with an RFA Score of 74/100. It has 5.0★ from 41 Google reviews. BMO Bank of Montreal (#2) and IG Wealth Management - STEPHANIE WARMAN, BBA CFP RRC (#3) follow. We ranked 17 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Moncton?

RankedFinancialAdvisors ranks 17 financial planners serving Moncton, NB. 11 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 planners in Moncton work on weekends?

2 of 17 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are BMO Bank of Montreal (#2) and BMO Bank of Montreal (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Moncton financial planners have?

The median Google rating among 17 rated financial planners in Moncton is 4.1★, with a median of 17 reviews. Scotiabank has the most, 87 reviews, and ranks #11. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Moncton count in this ranking?

Yes, if they are within 40 km of the Moncton city centre, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Moncton ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planners 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 planners 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 17 financial planners serving Moncton.

More financial planners and Moncton pages

Financial planners near Moncton