Financial Planners in Fredericton, NB

How to choose a financial planner in Fredericton

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Brent Jamael

Senior Financial Consultant

IG Wealth Management

Fredericton, NB

ProfileNo contact yet

Darren Dearing

Wealth Advisor and Associate Portfolio Manager

ScotiaMcLeod Financial Services Inc.

Fredericton, NB

ProfileNo contact yet

Derek Kitchen

Wealth Advisor & Portfolio Manager

National Bank Financial

Fredericton, NB

ProfileNo contact yet

Andrew Huxter

Senior Investment Advisor and Financial Planner

RBC Wealth Management - Dominion Securities

Fredericton, NB

ProfileNo contact yet
About this city

Nearby cities