John Fitzpatrick

John Fitzpatrick

Associate Portfolio Manager

Investment Advisor

CIM®

MBA

Helping our clients lead extraordinary lives.

Phone

Office

(506) 646-1125

Mobile

(506) 343-3556

Office Location

1 Germain Street Suite 1702 Saint John, NB E2L 4V1. map

The Fitzpatrick Wealth Management group has committed to the families and businesses we work with by putting them at the centre 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 stable, conservative portfolio that is designed to deliver 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 the TD Premier Managed Portfolio program. Whatever the circumstances, it is our responsibility to help create the most suitable investment solution for each and every client.


As an Investment Advisor, John's mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. He will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.

John graduated from St. Francis Xavier University with a BBA. Upon graduation he joined Irving Oil in the Finance Department. After two years, John decided to further his education, and returned to school at the University of New Brunswick to pursue his Master's Degree specializing in Finance.

When he completed his MBA, John joined a leading Canadian money management firm and was responsible for their Atlantic Canada division. Learning from some of the best and brightest minds in the Canadian investment world, John brought this knowledge to our office at TD Wealth Private Investment Advice five years ago where he has been building his own practice.

He obtained his Chartered Investment Manager designation and continues to build on his education.

When not engaging with clients, John likes to spend time with his wife and daughter hiking and boating at the family camp. He enjoys giving back to the local community by being involved with the New Brunswick Symphony Foundation, the YMCA Endowment board and the Miramichi Salmon Association. In recognition of his work in the community John was awarded the Young Leader to Watch award from the YMCA in 2017.

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

Phone

Toll Free

1(800) 341-7778

Branch Phone

(506) 646-1120

Branch Fax

(506) 646-1127

Certificates

CIM®

MBA

Languages

English

Education

Community Involvement

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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.

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