The highest-rated Financial Planning & Wealth Management companies out of 58 vetted & reviewed in the Riverview area.
Learn how we score.
Prominent finalists A-Z in Riverview
Achieve Financial
Alain Parent
Alodium Financial Group
Angèle Allain Equity Associates
Assurances Jacques Savoie Insurance INC
Charles Street Financial
Couture Financial Services Financiers
Discovery Financial Services
Drisdelle Wealth Management
E6 International
Easyway Accounting
Financial Foundations
GO Benefits
Groupe Financier Axis
Industrial Alliance Securities
Maisey Financial Services
Moncton Accountant | John Whiteley, CPA
Owens Macfadyen Group
Retirement Planning Solutions
Rockport Financial Group
SFL Gestion de Patrimoine / SFL Wealth Management
Scott Lewis – Louisbourg Investments
Shiftcentral
The Planning Group
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Angèle Allain Equity Associates
“What is your Why? This is the ultimate question to help you set goals, review your financial health and offer a customized plan to offer the ultimate personalized solution.”
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Retirement Planning Solutions
(30)
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“His knowledge and expertise continue to help us plan for the future of our business and give us confidence our finances are in good hands for the future.”
“In the ever-evolving landscape of business, efficiency is the cornerstone of success. One of the most significant shifts in achieving operational efficiency is the strategic move to outsource financial services. At e6 International, we provide a comp...”
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Drisdelle Wealth Management
(2)
“He covered information on RESP for my daughter as well as tax information that assisted me in saving $1,000s in income tax.”
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Easyway Accounting
(7)
“This is more than a company that is going to file your taxes, this is a company that understands how business works and can help you grow regardless of the size of your company.”
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Discovery Financial Services
(3)
“Discovery really helped me set a foundation for my future and plan the next steps”
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Maisey Financial Services
(2)
“Good service”
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The Planning Group
(1)
“I got in contact with Justin, he was incredibly knowledgeable and took the time to shine light on stuff that I wasn't sure about.”
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SFL Gestion de Patrimoine / SFL Wealth Management
“SFL Gestion de patrimoine bénéficie à la fois de la solidité de Desjardins, des compétences de notre équipe multidisciplinaire, et de la liberté de notre offre multifournisseur. Les conseillers indépendants qui œuvrent sous notre bannière vous accomp...”
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Financial Foundations
“To better help us serve you with the information that will meet your lifestyle, age, and financial situation, we ask that you choose one of the following streams.”
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Owens Macfadyen Group
Comprehensive Wealth Management
“In 1995, Bob Owens and Dave MacFadyen decided that good was not good enough. In order to achieve better results and ultimately best outcomes, their clients required an integrated and comprehensive approach. OMG has disrupted the financial services in...”
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Groupe Financier Axis
(2)
“Excellent service and very knowledgeable.”
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Moncton Accountant | John Whiteley, CPA
“We will discuss your accounting, bookkeeping and tax needs with you and recommend the best allocation of related tasks between you and the accountant thus make the best use of your time to generate sales and control costs.”
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Charles Street Financial
“Charles Street has been my personal financial advisor and confidants for over a decade. Not only have they given my family peace of mind for our financial planning and life insurance needs; they have also become one of my most valued business advisor...”
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Achieve Financial
“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
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Rockport Financial Group
“They really helped us out with our benefit plan.”
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Assurances Jacques Savoie Insurance INC
““I have many clients who have used Jacques over the years to obtain insurance for their foreign workers. They have always been extremely happy with his services and appreciate that he goes above and beyond. His assistant, Carolle, is a pleasure to de...”
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GO Benefits
“Go Benefits has been helping employers develop cost effective health & savings plans for their employees since 1998. Many employers have indicated higher employee retention as a result of offering an employee benefits program.Engaging Go Benefits as ...”
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Alain Parent
“There are ready-made solutions out there. But the best plan for you will be the one that takes into consideration the size of your business, your field of activity and the number of employees you have, as well as demographic factors and the goals you...”
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Couture Financial Services Financiers
“Chez Couture Services Financiers, nous savons que les besoins en matière d'assurance et de produits financiers sont différents d'une personne à l'autre. Nous sommes conscients également que vos objectifs de vie évoluent. C'est pourquoi nous priv...”
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Industrial Alliance Securities
“Tout cela dépend de votre situation, votre horizon de placement, votre tolérance au risque et vos objectifs financiers. Comme c'est le cas pour un REER, différents placements sont admissibles dans un CELI, tels que des actions, des obligations, des f...”
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Shiftcentral
“A globally integrated team of 800 industry experts – working across strategy, legal technology, operations, and intelligence – focused on helping leading law firms, corporations, and their law departments achieve breakthrough outcomes.”
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Alodium Financial Group
“Our range of promotional products, from custom apparel to unique gifts and stationery, is sure to make a lasting impression. Incorporate your logo, slogan, or image onto a variety of top-notch items like t-shirts, pens, banners, and coffee mugs. At F...”
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Scott Lewis - Louisbourg Investments
“Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered finan...”
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Retirement Planning and Investment Management Services in Riverview, NB Cost Estimates