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.
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.
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
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.
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.
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.
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 decisions affect every part of your plan. We take a proactive approach.
Your investments should align with your goals and risk tolerance.
We help you structure a plan that supports your lifestyle now and over the long term.
We help you protect what you have built.
Day-to-day decisions still matter.
For business owners, transition planning is critical.
We help you give in a way that reflects your values.
Planning across generations requires coordination.
We help families plan for future education costs.
We help ensure your wealth is transferred with clarity and purpose.
IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.
Understand the latest scam trends, how to recognize red flags, and what steps to take to protect yourself and your families.
Make the most of your wealth today, without compromising your family’s financial future.
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
