Generations Wealth
“I feel I made the right decision and efficient employees like Cindy McLean make sure customer has all the information.”
Best Financial Advisors in Fredericton, NB
6 firms listed · 5 in Fredericton · 1 open weekends · 4 rated 4.5+
Data verified October 21, 2026
We are still growing
There are too few quality options within 25 km, so we have expanded area of coverage to up to 100 km from you. This includes Fredericton and several other cities.
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Plume Financial Services
“He made sure that when my son was born that I knew how to maximize government resources for his future.”
The Johnson Group of RBC Dominion Securities
CDS Financial
Lydia Lapointe, CLU
JDS Financial Planning
The 6 firms listed for Fredericton, NB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Fredericton, NB
5 of the 6 firms we list are based in Fredericton; the other one does not publish an address. 4 of the firms on this page have a rating, and all of them are rated 5.0, across 8 reviews. 1 is open on Saturdays. 3 have ten or more years of experience, the longest 26 years. We have a website on file for 5 of the firms on this page; 5 publish a contact page and 4 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Fredericton listed here?
5 of the 6 firms are in Fredericton itself. The rest come from other towns within 45 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Why these companies made our list
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