4 Best Gold IRA Investment Companies Near Me in Moncton, NB – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Retirement Planning Solutions
ADDRESS: 890 Main St Ste 200, Moncton, NB E1C 5C2, Canada
NUMBER: +1 506-857-8777
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Insurance Solutions, Investment And Retirement, Investment Solutions, Life Insurance, Plan Review, Retirement Income, Retirement Planning Solutions
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We put our trust in Rémi to guide us through our retirement planning, and it couldn’t have gone better. He explained everything clearly and created easy-to-follow spreadsheets that helped us stay on track. Because of his advice, I was able to retire earlier with peace of mind. I truly trust him with my finances. He also provides monthly newsletters and keeps us informed on changes affecting investments. – Diane Caissie
REVIEW #2 – Outstanding service! Remi is knowledgeable, patient, and genuinely cares about their clients’ goals. They helped me organize my finances and set up a plan thats achievable. Very easy to work with and I highly recommend their expertise. Definitely a top-tier advisor. – ben goguen
REVIEW #3 – I’ve known Kaming for over a decade and he’s a consummate professional. He proactively contacts me to review financial goals and to review my investment performance, and always comes prepared with recommendations. My portfolio has had an excellent return over the last 10 years, and that is entirely his doing. He’s also got a great team working with him, including Lee-Ann who is a rock star organizer. RPS is professional, responsive, personable, personalized, and gets results. – Heath Johnson
REVIEW #4 – I have been working with Kaming for many, many years. We meet on a regular basis and I am extremely impressed with his service. He communicates well with his clients and sets the right expectations. Always available to answer questions or discuss stuff more in depth. We are very pleased to be working with the RPS team for our retirement plan. – Mary Sears Sterling
REVIEW #5 – I have had Kaming Wong as my financial advisor for the last 10 years now and he has made my investment planning incredibly easy. He takes the time to explain difficult financial concepts, and is incredibly responsive to my questions! I have nothing but great things to say about his service and highly recommend him to anyone in my network looking for an amazing financial planner! – John Gonzales
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Drisdelle Wealth management
ADDRESS: 51 Highfield Street #301, Moncton, NB E1A 1N2, Canada
NUMBER: +1 506-312-0911
SERVICES: Estate Planning, Financial Guidance, Financial Planning, Insurance Policies, Insurance Solutions, Investment Portfolio, Investments Accounts, Mutual Fund Investments, Private Wealth Management, Tax Saving Strategies, Wealth Advisors, Wealth Management & Financial
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We recently bought a home built by Jamie and his team, and we were instantly drawn to the beautiful exterior design. Jamie was attentive and supportive throughout the sale process, and we really appreciate everything he did for us. – Jennifer C
REVIEW #2 – I highly recommend Jamie Drisdelle as a financial advisor. He has helped me create a comprehensive financial plan that takes into account my current situation and long-term goals. Jamie is knowledgeable and professional, and they take the time to explain complex financial concepts in a way that is easy to understand. He also been very responsive to my questions and concerns. Overall, I have complete trust in his ability to help me make the best financial decisions for my future. – Max Bourque
REVIEW #3 – To say we feel that we’re in great hands when it comes to investing for our future is an understatement.
Jamie has made the whole process seamless, and given us every bit of information we need to feel comfortable, so much so that we’ve recommended him to friends that are planning for their future.
Jamie is detailed and so passionate about what he does.
It’s refreshing to have someone on our side to understand our wants and needs.
Kudos to Jamie for being amazing at what he does. – Alana Fischer
REVIEW #4 – Jamie was very detailed and thorough when showing me a financial plan. He covered information on RESP for my daughter as well as tax information that assisted me in saving $1,000s in income tax. He is always up to date on market trends and current market conditions. His worth ethic is hands down the best I have yet to see in this industry. I highly recommend Jamie as a financial advisor. – No Days Off
REVIEW #5 – Jamie at Drisdelle Wealth Management is so passionate and dedicated to his work, when we leave his office I have 110% confidence that Jamie has our best interest at heart! Switching our investment portfolio to Jamie was the best decision we could have made! – Matthew Theriault
Discovery Financial Services
ADDRESS: 236 Church St, Moncton, NB E1C 5A5, Canada
NUMBER: +1 506-871-0561
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Estate Planning, Financial Planning, Insurance Planning, Investment Management, Life Insurance, Management Services, Retirement Planning, Wealth Management
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Brandon was extremely helpful with selecting my life insurance plan. He was professional, informative and committed to finding me the plan that best fit my situation. I’m very thankful that I chose Discovery Financial Services. – Aidan Critchlow
REVIEW #2 – Mitchel and the team at Discovery are very thorough and knowledgeable. For the last decade they have helped guide me through the complexities of financial planning. – Sharon Capson
REVIEW #3 – Mitchel and the team at Discovery are very knowledgeable and recommend what is in the best interest of the client. We are very happy with the service. – peter Malley
REVIEW #4 – I didn’t have a clue or plan about my financial future. Discovery really helped me set a foundation for my future and plan the next steps – Brett Davies
REVIEW #5 – Professional advisors that have your best interest at heart. – Scott Melanson
IG Wealth Management – STEPHANIE WARMAN, BBA CFP RRC
ADDRESS: 1255 Main St, Moncton, NB E1C 1H9, Canada
NUMBER: +1 506-857-8055
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been working with Stephanie Warman as our financial advisor for many years, and we couldn’t be happier with her service. She truly takes the time to actively listen to our goals and tailors her advice to our specific needs. Thanks to her guidance, we’ve seen great growth in our investments. If you’re looking for a knowledgeable, attentive, and trusted professional to manage your financial future, we highly recommend Stephanie! – Georges Leger
REVIEW #2 – IG Wealth Management have been my financial advisors since our early working days. I have always been tremendously satisfied with their advices and services. Now that we have Stephanie Warman as an advisor we continue to have excellent professional services. Stephanie is also very involved in the community which gives us additional confidence. IG Wealth surly deserves 5 stars! – Rene Bourque
REVIEW #3 – Stéphanie and I meet once a year to review my portfolio together. She is always available and keeps abreast of current economic trends. She provides sound advice tailored to my needs. I am completely satisfied with her services. – Edmonde Cormier
REVIEW #4 – It’s always a pleasure and very informative meeting with Stéphanie. She’s always ready to answer our many questions, and always with a smile. She reassures us and offers suggestions to better meet our needs. – Pierrette Melanson
REVIEW #5 – Stephanie has a rare gift for meeting you exactly where you are in your financial literacy journey — never overwhelming, never judging, always empowering. Whether you’re just starting to build confidence or refining long‑term strategies, she makes every conversation feel accessible and tailored to you.
What stands out most is how deeply she cares about her clients’ goals. She doesn’t just ask what you want to achieve; she invests in it. She listens, she understands, and she partners with you to create a plan that feels realistic, motivating, and aligned with your life.
Her guidance is thoughtful, her expertise is clear, and her commitment to helping you reach your goals is genuine. I always leave our meetings feeling more informed, more confident, and more in control of my financial future.
If you’re looking for someone who combines knowledge, compassion, and true client‑centered support, she is the advisor you want in your corner. – Ruth Ann LeBlanc
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