About Us

Welcome to Gallant Group. Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs

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Community Involvement

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

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More time for what matters

Many households with $500,000 to $10 million in assets have lives that are too complex for basic advice from a bank financial advisor.

We intentionally work with fewer clients so we can give you more time, care, and attention.

That means more room for real conversations, quicker responses when you need us, and planning that reflects your life.

Practical planning for connected decisions

Financial decisions are connected. Retirement timing, pensions, home sales, estate planning, income planning, CPP, OAS, and tax all affect one another.

We use scenario-based planning to help you see how each choice fits into the bigger picture. Whether you are reviewing a government pension, managing a large group RRSP, or thinking about downsizing, we help you make decisions that support your lifestyle and protect your long-term plan.

Care beneath the numbers

Good planning starts with better questions. We take the time to understand what is really driving your decisions.

That means looking beyond “Can I retire?” and helping you think through what you want retirement to look like, what matters most, and which trade-offs feel right for you.

As Moncton financial advisors, our role is to help your plan reflect your life, not just your numbers.

Our Solutions

Gallant Group provides financial planning that brings your full picture together.  

As Moncton financial planners, we help connect your investments, income, tax planning, retirement decisions, home equity, and estate goals into one practical plan built around your life today and the future you want.

Tax Planning

Tax decisions affect every part of your plan. We take a proactive approach.

  • Tax-efficient income strategies
  • Coordination across accounts
  • Long-term tax reduction planning

Investment Planning

Your investments should align with your goals and risk tolerance.

  • Portfolio structure and diversification
  • Balancing growth and stability
  • Aligning investments with your plan

Retirement planning

We help you structure a plan that supports your lifestyle now and over the long term.

  • Retirement timing and income planning
  • CPP and OAS strategy
  • Sustainable withdrawal planning

Insurance planning

We help you protect what you have built.

  • Coverage aligned with your needs
  • Protecting family and assets
  • Aligning investments with your plan

Cash management

Day-to-day decisions still matter.

  • Managing cash flow
  • Aligning spending with long-term goals
  • Maintaining flexibility

Business succession

For business owners, transition planning is critical.

  • Exit and succession strategies
  • Coordinating personal and business wealth
  • Preparing for major transitions

Charitable giving

We help you give in a way that reflects your values.

  • Structured giving strategies
  • Tax-efficient donations
  • Long-term impact planning
business-succession

Wealth transfer

Planning across generations requires coordination.

  • Supporting children and family
  • Structuring intergenerational transfers
  • Maintaining long-term financial stability

Post-secondary education planning

We help families plan for future education costs.

  • Education savings strategies
  • Coordinating RESPs with broader planning
  • Preparing for future expenses

Estate Planning

We help ensure your wealth is transferred with clarity and purpose.

  • Estate structure and planning
  • Tax-efficient wealth transfer
  • Protecting family outcomes
 

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Our Leadership

Meet our team

Videos

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IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.

What’s your plan?

Make the most of your wealth today, without compromising your family’s financial future.

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You've worked hard to build your wealth and you want to take control of your legacy; but where should you start?

Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.