Skip to main content

Fitzpatrick Wealth Management

"Working together to help you achieve what truly matters to you"

  • 1 Germain Street Suite 1702 Saint John, NB E2L 4V1Map

The Fitzpatrick Wealth Management group has committed to the families and businesses we work with by putting them at the center of everything we do.

It starts by listening to you, the client – not just in our first meeting, but throughout our relationship. As you move through life’s stages, your needs and goals will change. Your investment and financial strategies must change with them. 

We will create a conservative portfolio that is designed to deliver stable, consistent capital growth or income without taking on a level of risk that is unsuitable for a client in your situation. For some people, this might be a customized portfolio comprised of individual equity and fixed income securities. For others, this might be achieved by dividing assets among some of the world’s finest money managers through our “Premier Managed Portfolios” platform. Whatever the circumstances, it is our responsibility to help create the most suitable investment solution for each and every client.

The Fitzpatrick Wealth Management Group also utilizes the strength and expertise of other TD Specialists. Suzanne Coggins, Senior Manager High Value Clients is in charge of advanced high networth planning. Michael Josey, Estate Planning Advisor heads the estate planning team.  Laura Lee Burke, Senior Private Banker can assist clients with their private banking needs   Noreen Macpherson, Tax and Estate Planner can provide expertise for clients for trusts. Jo-Anne Ryan, Vice President Philanthropic Advisory Services can assist clients with their philanthropy needs. In addition to the extensive TD resources and professionals available to Fitzpatrick Wealth Management, we often engage external specialists and professionals in order to best serve our clients' interests. Our well-diversified skill set, as a group, delivers to clients a comprehensive suite of optimized and scaleable solutions, encompassing various wealth management considerations

We believe that our commitment to understanding your circumstances and goals – coupled with our fact-based, no-nonsense, disciplined approach to investing – forms the basis of all our success. It is also the reason we believe that our clients are so comfortable recommending us to their friends and family.
 

Fitzpatrick Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (506) 646-1120
Branch Fax: (506) 646-1127

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from our services?