ThreeBestRated.ca
BEST RATED SAINT JOHN, NB FINANCIAL SERVICES FR

3 Best Financial Services in Saint John, NB

Expert-recommended Top 3 Financial Services in Saint John, NB. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Saint John financial service Black Belyea Private Wealth Management
Saint John financial service Black Belyea Private Wealth Management
CALL EMAIL

BLACK BELYEA PRIVATE WEALTH MANAGEMENT

(4.8 Score)
55 Union Street,
Saint John, NB E2L 5B7 Directions

Specialty:

✓ Investment Planning ✓ Intergenerational Wealth Transfer ✓ Business Succession ✓ Estate Planning ✓ Insurance Planning ✓ Retirement Planning ✓ Tax Planning

“2025 Update: Black Belyea Private Wealth Management has been serving the cornerstone of the Saint John community for over 30 years. They specialize in financial planning that adapts to your unique life stage and priorities. They are dedicated to helping affluent Canadians manage their wealth with precision and care, from business owners navigating complex financial landscapes to retirees seeking security and growth. They assist pre-retirees and retirees, business owners and entrepreneurs, agriculture and farming families and healthcare professionals, families, women and fishers. They have extended team includes IG's multi-disciplinary professionals, accountants, tax and estate lawyers, mortgage and pension experts, and more.”

Reviews   |   Write a Review

Contact:

(506) 632-3939

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Saint John financial service TD Wealth
Saint John financial service TD Wealth
Saint John financial service TD Wealth video
6+ YEARS IN TBR
CALL

TD WEALTH

(4.7 Score)
1 Germain Street, Suite 1702,
Saint John, NB E2L 4V1 Directions

Since 1996

Specialty:

✓ Wealth Management ✓ Retirement and Financial Planning ✓ Investment Strategies ✓ Banking and Credit Management ✓ Protecting Assets ✓ Education Funding ✓ Business Succession ✓ Planning for Major Purchases ✓ Charitable Giving ✓ Tax Strategies and Solutions ✓ Arranging your Estate and Trust Planning

“TD Wealth's team understands that making decisions impacting your life is a deeply personal experience. They recognize the importance of growing and preserving wealth to help you enjoy your desired life. Whether you're building your career, transitioning into retirement, transferring your wealth, or transitioning your business, they have the expertise to design a plan that instills confidence in your decisions and focuses on your future. They look forward to working alongside you and your family to help achieve your goals.

2025 Update: The team includes 6 professionals: Investment Advisor John Fitzpatrick, Associate Portfolio Manager/ Investment Advisor John Fitzpatrick, Investment Advisors, Douglas Orford, Colleen Lawrence, Associate Portfolio Manager/Senior Investment Advisor Julie Fitzpatrick, and Senior Investment Advisor Adam Richard.”

Reviews | Play Video | Write a Review
License #667759

Contact:

(506) 646-1120 (800) 341-7778

Call For Hours

TBR® Inspection Report:

Saint John financial service Owens MacFadyen Group
Saint John financial service Owens MacFadyen Group
9+ YEARS IN TBR
CALL EMAIL

OWENS MACFADYEN GROUP

(4.7 Score)
15 Market Square, 11th Floor,
Saint John, NB E2L 1E8 Directions

Since 1995

Specialty:

✓ Financial and Estate Planning ✓ Income and Succession Planning ✓ Philanthropic and Investment Management Planning ✓ Tax Planning ✓ Wealth Management

“Owens MacFadyen Group's team strives to achieve the best outcomes, which requires more than a single point of contact. Their unique model involves 6 advisors in Saint John who work on each file, ensuring clients have immediate access to best-in-class expertise. Each customized plan is developed with input from CFA charterholders, tax and estate specialists, and the investment team. Their team members' level of education, experience, and accreditation is unparalleled, providing clients with exceptional service and comprehensive financial planning.

2025 Update: They are a boutique wealth management firm which specializes in the high-net-worth market. Bob Owens is the CEO, and Jeff Owens is the President of the Owens MacFadyen Group.”

Reviews   |   Write a Review

Contact:

(506) 649-6400

By Appointment

TBR® Inspection Report:

Video

Write a Review

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship:Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines

Contact Business

BLACK BELYEA PRIVATE WEALTH MANAGEMENT REVIEWS

Great guidance without pressure. Pleasant interactions. There is always someone touching base with us even if only once a year but also if there are issues that have been identified. They also understand our needs and situations. This did not happen with a previous institution where it felt like they took the investment then forgot we existed.

We highly recommend Black Belyea Private Wealth! Tim, Shelley and their staff are extremely knowedgeable!!.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.ca.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

TD WEALTH REVIEWS

They build your net worth they know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future.

OWENS MACFADYEN GROUP REVIEWS

They provide comprehensive advice to high income, high net worth business owners and professionals. Independent professional advice delivered by specialists working within a team environment.

TBR® Inspection Score Report

BLACK BELYEA PRIVATE WEALTH MANAGEMENT Total Inspection Points: 114/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TD WEALTH Total Inspection Points: 113/120
Contact Info: 8
Business Images: 9
Complete Info: 9
Responsiveness: 9
Review Analysis: 9
Reviews Accuracy: 9
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

OWENS MACFADYEN GROUP Total Inspection Points: 112/120
Complete Info: 8
Responsiveness: 8
Business Images: 9
Experience: 9
Review Analysis: 9
Reviews Accuracy: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.