Team Members
Rachel GodinBranch Office Administrator
Janet KellyBranch Office Administrator
FINANCIAL ADVISOR
Brad Gallant
PFP®, CIWM, DFSA™
74 York St, Fredericton, NB E3B 3N5opens in a new window
Focus Areas
- Wealth strategies
- Retirement savings strategies
- Retirement income strategies
- Intergenerational planning
- Estate and legacy strategies
- Business owner considerations
About Brad
Why choose me as your financial advisor and financial planner?
With over a decade of experience in the financial services industry and with deep roots in New Brunswick, I believe everyone deserves access to quality financial advice.
My core clients are defined as pre-retiree accumulators typically aged 40-60 who are extremely focused on building their wealth through proper investment and risk management. Secondly, clients 65+ who are extremely focused on retirement income resilience, estate planning, and planning for the next generation. These normally include families and businesses who value personalized guidance and high-quality service.
I specialize in helping you navigate life’s transitions, including:
•...
With over a decade of experience in the financial services industry and with deep roots in New Brunswick, I believe everyone deserves access to quality financial advice.
My core clients are defined as pre-retiree accumulators typically aged 40-60 who are extremely focused on building their wealth through proper investment and risk management. Secondly, clients 65+ who are extremely focused on retirement income resilience, estate planning, and planning for the next generation. These normally include families and businesses who value personalized guidance and high-quality service.
I specialize in helping you navigate life’s transitions, including:
•...
Personal Interests
- Spending Time with Family
- Golfing
- Chess
- Reading
- Basketball
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(506) 474-2437Fax
(855) 475-1309Office Address
74 York StFredericton, NB E3B 3N5
Location
FrederictonMore to explore
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