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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!

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BLACK BELYEA PRIVATE WEALTH MANAGEMENT

(4.9 Score)
55 Union Street, Suite 100,
Saint John, NB E2L 5B7 Directions

Since 1996

Specialty:

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

"Black Belyea Private Wealth Management has been serving as a 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, healthcare professionals, women, and fishers. Their extended team includes IG's multi-disciplinary professionals, accountants, tax and estate lawyers, mortgage and pension experts, and more.

2026 Highlights: Black Belyea Private Wealth Management spans every facet of your financial journey, helping you plan for today and tomorrow, from wills and trusts to beneficiary strategies."

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License #180045101

Contact:

(506) 632-3939

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

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Godwin & Associates-IG Private Wealth Management - Saint John, NB Financial Services
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GODWIN & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT

(4.8 Score)
55 Union Street, Suite 100,
Saint John, NB E2L 5B7 Directions

Since 1926

Specialty:

✓Financial Planning ✓Investment Planning ✓Retirement Planning ✓Tax Planning ✓Estate Planning ✓Insurance Planning ✓Wealth Transfer ✓Business Planning

“2026 Highlights: Godwin & Associates provides clear, practical guidance designed to help you build, preserve, and transition your wealth with confidence. They respond quickly, provide immediate clarity, and follow through until everything is in place. Their proactive approach helps you feel grounded and it’s a big reason why families across the region have relied on them as their lifelong financial advisors. Godwin & Associates are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners.”

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Contact:

(506) 632-3930

Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

TD Group Financial Services - Saint John, NB Financial Services - Portrait
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6+ YEARS ON TBR
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TD GROUP FINANCIAL SERVICES

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

Since 1996

Specialty:

✓Investment Planning ✓Transfer of Wealth ✓Will and Estate Planning ✓Retirement Planning ✓Wealth Management

"TD Group Financial Services 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. 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.

2026 Highlights: TD Group Financial Services offers clients the opportunity to establish a one-on-one relationship with dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs."

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License #667759

Contact:

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

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BLACK BELYEA PRIVATE WEALTH MANAGEMENT REVIEWS

Ratings via ThreeBestRated
5/5
Professionalism
100%
Communication
100%
Expertise
100%
Value for Money
100%
Timeliness
100%

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.

I had a great experience with Black Belyea Private Wealth Management. Eric was so helpful and knowledgeable about financial planning I would definitely recommend.

Black Belyea Private Wealth Management = Outstanding Wealth Management Team! This wealth management team is exceptional—knowledgeable, responsive, and genuinely committed to each client’s goals. Their personalized advice, seamless teamwork, and integrity inspire confidence. I highly recommend them to anyone seeking outstanding wealth management support. A truly exceptional team that sets the standard for trusted wealth management. - Marie L Reply

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GODWIN & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT REVIEWS

I have been a client of Godwin & Associates for 30 plus years. Fred & Shawn have my complete trust in mapping out my financial plan. The Godwins consider every aspect when someone is entrusting their future to them. The respect, professionalism, understanding of possible anxiety given along with their ability to problem solve are second to none. Guaranteed to set a tone for a comforting, angst free experience.Explanations are clear and concise. I always feel my financial future is a team approach. I do and will always , with total confidence recommend them at every opportunity.

We always look forward to seeing Fred and Shawn whenever there is an opportunity. The distance between us makes it hard to get together as often as we would like. Thankfully we do communicate by email and phone whenever the need. Fred came recommended by a co-worker many years ago and we made contact. We have not been disappointed with the advice and guidance he and Godwin & Associates have given us over the years. We continue to invest with IG through Godwin & Associates, even at our age, and it will continue when the opportunity arises.

We have been clients for over 20 years. Fred, Shawn and Rachel are extremely professional, knowledgeable and personable. You are not just an account number - they really care about their client’s.

TD GROUP FINANCIAL SERVICES 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.

TBR® Inspection Score Report

BLACK BELYEA PRIVATE WEALTH MANAGEMENT Total Inspection Points: 117/120
Complete Info: 8
Business Images: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Study: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

GODWIN & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT Total Inspection Points: 116/120
Business Images: 8
Acknowledgments: 9
Current Evaluation: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TD GROUP FINANCIAL SERVICES 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

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