Updated September 2026 · 82 verified financial advisors · CASL-aware

Financial Advisors in Moncton, New Brunswick — 82 verified financial advisors, 27 with email

A clean, deduplicated database of every operational financial advisor across Moncton and surrounding New Brunswick, sourced from public listings and enriched with business email addresses, SMTP-checked before delivery. 20 corporate emails (info@, contact@, hello@) plus 62 webmail. Instant CSV download.

Total Financial Advisors
82
Across Moncton
With Email
27
33% of listings · 74% corporate domain
Avg Rating
2.20/5
1,166 total reviews
Top Rated
33
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 82-row dataset, sorted by rating & review count. The complete CSV includes phone, postal code, website URL, Google rating, review count, email type (corporate vs webmail), and the parent domain — plus the street address where the business publishes one. Service-area businesses (mobile mechanics, handymen, cleaners) deliberately don’t list an address on Google, so that column is blank for about 2% of rows.

publicleads-moncton-financial-advisors.csv · 82 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
Allan Marshall & Associates Inc. Licensed Insolvency Trustee★ 5.0207info@wecanhelp.ca
Manu George RRA®- Financial Advisor Sun Life★ 5.059—
TheMortgageGroup: Camilo Mora★ 5.051camilo.mora@mortgagegroup.com
Retirement Planning Solutions★ 5.042—
Discovery Financial Services★ 5.013—
+ 77 more rows in the full downloadCSV · XLSX · JSON

/ 02 — Market insightMoncton's financial advisors market in numbers

“

Moncton holds one of the largest concentrations of financial advisors in New Brunswick at 82 active operations. The market is mature: 24% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 14 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.

82
Active financial advisors
24%
Corporate domain emails
14
Avg Google reviews

/ 03 — Built forWho buys this list

A

Vertical software vendors

Specialized SaaS, CRM, and operations tools targeting this industry's workflows.

B

Suppliers & vendors

Distributors, supply houses, and equipment vendors building rep territory in this market.

C

Marketing agencies

Local SEO, paid ads, and reputation management firms targeting high-revenue operators.

/ 04 — QuestionsFrequently asked

What exactly is in the download?+

A row per business with name, phone, postal code, website URL, parent domain, Google rating, review count, the email address where one was found, and the street address where the business publishes one (service-area businesses don't list one on Google) — as CSV, XLSX and JSON. 24% of the emails here are corporate-domain rather than webmail. The five-row preview above is drawn live from the file you will receive.

Can I use this list for cold email outreach under CASL?+

These are publicly-listed business contacts, not an opt-in email list. CASL's implied-consent provision for published business addresses is narrow, and whether it covers your message is a legal judgment. Buying this list is not a compliance guarantee and this is not legal advice — you are responsible for evaluating CASL and any other applicable law, and should talk to a lawyer if you are unsure. Our Compliance & Responsible Use page sets out the rules.

Data sourcing, update frequency, bundle pricing & refunds →

/ 05 — Browse moreOther financial advisors lists in Canada

/ DirectoryBrowse Financial Advisors in Moncton

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

Allan Marshall & Associates Inc. Licensed Insolvency Trustee

★ 5.0 · 207 reviews
Financial Advisor · Moncton

Manu George RRA®- Financial Advisor Sun Life

★ 5.0 · 59 reviews
Financial Advisor · Moncton

TheMortgageGroup: Camilo Mora

★ 5.0 · 51 reviews
Financial Advisor · Moncton

Retirement Planning Solutions

★ 5.0 · 42 reviews
Financial Advisor · Moncton

Discovery Financial Services

★ 5.0 · 13 reviews
Financial Advisor · Moncton

Drisdelle Wealth management

★ 5.0 · 12 reviews
Financial Advisor · Moncton

IG Wealth Management - STEPHANIE WARMAN, BBA CFP RRC

★ 5.0 · 11 reviews
Financial Advisor · Moncton

Amal Kilani - Advisor Sun Life

★ 5.0 · 7 reviews
Financial Advisor · Moncton

e6 International

★ 5.0 · 5 reviews
Financial Advisor · Moncton

CIBC Financial Advisor: Travis Poley

★ 5.0 · 2 reviews
Financial Advisor · Moncton

The Planning Group Inc

★ 5.0 · 2 reviews
Financial Advisor · Moncton

IPC Investment Corporation - Dereck Slattery

★ 5.0 · 2 reviews
Financial Advisor · Moncton

Gallant Group Private Wealth Management - Moncton Financial Advisor

★ 5.0 · 1 review
Financial Advisor · Moncton

Anderson Financial Services

★ 5.0 · 1 review
Financial Advisor · Moncton

Owens MacFadyen Group

★ 5.0 · 1 review
Financial Advisor · Moncton

Scotia Wealth Management - Moncton

★ 5.0 · 1 review
Financial Advisor · Moncton

Kristopher Parker - BMO Financial Planner

★ 5.0 · 1 review
Financial Advisor · Moncton

Moncton of RBC Dominion Securities Inc.

★ 5.0 · 1 review
Financial Advisor · Moncton

Dixon & Patterson Financial Planning

★ 5.0 · 1 review
Financial Advisor · Moncton

Investment Planning Counsel

★ 5.0 · 1 review
Financial Advisor · Moncton

Philippe Madore - Dempsey Madore Group - ScotiaMcLeod - Scotia Wealth Management

★ 5.0 · 1 review
Financial Advisor · Moncton

TD Bank Private Banking - Laura Lee Burke

★ 5.0 · 1 review
Financial Advisor · Moncton

Gianna Hurd - Private Banking - Scotia Wealth Management

★ 5.0 · 1 review
Financial Advisor · Moncton

Alex Frenette, PFP - RBC Investment And Retirement Planner - Maps

★ 5.0 · 1 review
Financial Advisor · Moncton

Easy Tax Return

★ 4.9 · 186 reviews
Financial Advisor · Moncton

easyfinancial Services

★ 4.9 · 92 reviews
Financial Advisor · Moncton

BDO Debt Solutions

★ 4.9 · 37 reviews
Financial Advisor · Moncton

Alfred Bessawa Ebolo, Associate Advisor, Stride Financial Solutions, Sun Life

★ 4.9 · 12 reviews
Financial Advisor · Moncton

easyfinancial Services

★ 4.8 · 153 reviews
Financial Advisor · Moncton

MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals

★ 4.8 · 79 reviews
Financial Advisor · Moncton

Doane Grant Thornton; Debt Solutions by Licensed Insolvency Trustees

★ 4.8 · 40 reviews
Financial Advisor · Moncton

easyfinancial Services

★ 4.7 · 116 reviews
Financial Advisor · Moncton

BMO Private Wealth

★ 4.7 · 3 reviews
Financial Advisor · Moncton

MD Financial Management

★ 3.7 · 3 reviews
Financial Advisor · Moncton

HollisWealth

★ 3.2 · 5 reviews
Financial Advisor · Moncton

Jobe Wealth Consultants

★ 3.0 · 2 reviews
Financial Advisor · Moncton

CIBC Wood Gundy Moncton Branch

★ 2.7 · 7 reviews
Financial Advisor · Moncton

Industrial Alliance Securities | Wyverstone Capital

★ 1.0 · 3 reviews
Financial Advisor · Moncton

CIBC Financial Advisor: Andrew Sharpe

★ 1.0 · 1 review
Financial Advisor · Moncton

Achieve Financial

★ 1.0 · 1 review
Financial Advisor · Moncton

BMO Nesbitt Burns

★ 1.0 · 1 review
Financial Advisor · Moncton

Bobby Leger - RBC Dominion Securities Inc.

No rating yet
Financial Advisor · Moncton

IG Wealth Management - STACY WHYTEWOOD, RRC, CFP, CLU

No rating yet
Financial Advisor · Moncton

Industrial Alliance Securities

No rating yet
Financial Advisor · Moncton

Hamilton & Associates - Wellington-Altus Private Wealth

No rating yet
Financial Advisor · Moncton

IG Wealth Management

No rating yet
Financial Advisor · Moncton

RPS Private Wealth | Gestion Privée

No rating yet
Financial Advisor · Moncton

Financial Foundations

No rating yet
Financial Advisor · Moncton

Alodium Financial Group Inc

No rating yet
Financial Advisor · Moncton

Hannay Group - Wellington-Altus Private Wealth

No rating yet
Financial Advisor · Moncton

/ HelpCommon Questions

How do I choose a reliable financial advisor in Moncton?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in Moncton?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — and refreshed monthly so closed or relocated businesses drop off. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.