Best Financial Advisors in Alliston, ON

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Alliston area.

Alliston Financial - Investment Planning Counsel

Alliston Financial - Investment Planning Counsel

(1)
“Anytime I need support they're there to help me!”
In Business Since 2010
180 Parsons Rd Unit 13, Alliston, ON L9R 1E8
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John Fischer - Desjardins Financial Security Investments

John Fischer - Desjardins Financial Security Investments

(9)
  • Investing
“It is hard to find someone that you trust with your money, But John Fischer is just that person.”
In Business Since 2019
92 Caplan Ave Suite 401, Barrie, ON L4N 9J2
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Divorce the Smartway - Mediation

Divorce the Smartway - Mediation

(3)
“Divorce the Smartway helped to ensure my ex and I knew what we were entitled to and helped to make sure both of us were fair in what we were negotiating.”
In Business Since 2010
Transparent Fees & Pricing
411 Huronia Rd #5, Barrie, ON L4N 9B3
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Ryan Stephenson - Manulife Securities

Ryan Stephenson - Manulife Securities

“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our...”
In Business Since 2019
Free Initial Consultation
237 Mapleview Dr E, Barrie, ON L4N 0W5
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Financial Empowerment

Financial Empowerment

Investments, Disability Insurance, Life Insurance
“Mortgage referrals and insurance products, including segregated fund policies, are offered through Financial Empowerment Inc., and Michael Suter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.”
In Business Since 2019
3 Grouse Glen, Barrie, ON L4N 7Z4
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Christina Demmings

Christina Demmings

(6)
“Not only was she knowledgeable but she answered them quickly and and used language that was easy to understand for a lay person.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2021
Licensed
Serving Alliston Area
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Infinite Financial

Infinite Financial

(12)
  • Professional
“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”
In Business Since 2010
387 Mapleview Dr W, Barrie, ON L4N 9G4
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Liahona Capital

Liahona Capital

In Business Since 2014
NRD #47620
301 Bryne Dr Unit 9, Barrie, ON L4N 8V4
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Prolaunch Corporation

Prolaunch Corporation

(2)
Life Insurance Illness Protection, High-Interest Bank Savings Account, Wealth Succession Estate Advisory
“Amazing new Barrie office for our clients, partners, growing network of female founders & independent advisory professionals serving Ontario, Canada and the United States.”
In Business Since 2008
92 Caplan Ave Suite 613, Barrie, ON L4N 9J2
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Assante Capital Management

Assante Capital Management

(16)
  • Fees
  • Future
  • Portfolio
“Josh is a very knowledgeable and committed financial planner who has successfully managed my portfolio for over ten years, He is very skilled at helping me readjust financial goals based on changes in my life.”
576 Bryne Dr, Barrie, ON L4N 9P6
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Three Thirds Financial

Three Thirds Financial

(2)
“She breaks finances down in an easy to understand model, has great suggestions and helps us to see money from a whole new perspective.”
In Business Since 2021
411 Huronia Rd Suite 5, Barrie, ON L4N 9B3
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M Montgomery Insurance

M Montgomery Insurance

Travel Insurance, Group Benefits, Life Insurance
“Providing our clients with sound insurance advice for over 30 years, we work with our clients to understand their needs and assess the best possible options according to your personal and financial situation.”
In Business Since 2009
60 Kilkenny Trail, Bradford, ON L3Z 3C5
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Acorn To Oak Financial

Acorn To Oak Financial

Health & Dental Plans, Travel Insurance, Individual
“Managing financial stress is more than reducing your debt or knowing you have enough money for retirement. It's about knowing that you're making good choices, protecting those you love, and preparing for the what-ifs in life.”
In Business Since 2020
431 Bayview Dr #1, Barrie, ON L4N 8Y2
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Dundee Private Investors

Dundee Private Investors

“Mining has a critical role to play in the future of the world's economy, and we are purpose-driven to help the next generation of mining companies and projects do things right the first time – with the best available operational, technical, environme...”
In Business Since 2004
45 Holland St E, Bradford, ON
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Stonehedge Financial - Sterling Mutuals

Stonehedge Financial - Sterling Mutuals

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that...”
In Business Since 2006
Serving Alliston Area
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Www.rufa.ca

Www.rufa.ca

“Over the years, Dick has advised me on many financial matters including: retirement, tax and investment strategies. I would highly recommend him to anyone looking for attention to detail and understanding how to structure investments. I feel safe wit...”
In Business Since 2017
Serving Alliston Area
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Debtor Protection Services

Debtor Protection Services

“Our FREE, no obligation consultation will provide you with clear and accurate informationabout your rights and options as a debtor, as well as an action plan based on your specific situation, and designed to help benefit and protect your interests, a...”
In Business Since 2011
Free Initial Consultation
78 Empire Dr, Barrie, ON L4M 0A9
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Lowrie Financial

Lowrie Financial

“You know you need help with your finances, and sorting the good investment advice from the bad feels like a full-time job. Finding a financial advisor who serves your interests instead of lining their own pockets shouldn't be so hard.”
In Business Since 2004
92 Caplan Ave #503, Barrie, ON L4N 9J2
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(16)
Family & Estate Law, Executor and Trustee Services, Tax Law
“I learned of Affinity Capital Management as part of a gift-bag donated to healthcare workers, due to the cancellation of the Health and Wellness expo, as result of COVID-19.”
In Business Since 2015
45B West Wilmot St suite 208b, Richmond Hill, ON L4B 2P3
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Carruthers Financial & Associates

Carruthers Financial & Associates

(7)
“Carruthers Financial cares about the community they serve - you will often find them giving back to local charities or at the Aurora Chamber of Commerce.”
In Business Since 2004
15054 Yonge St, Aurora, ON L4G 1M4
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TK Dale Wealth

TK Dale Wealth

(7)
  • Investment
“Trevor's knowledge of the markets and ability to navigate them, especially during these strange times is impressive.”
In Business Since 2021
Licensed
Shared with SE Telecom, 17075 Leslie St #7, Newmarket, ON L3Y 8E1
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Objective Financial Partners

Objective Financial Partners

(30)
Estate Planning, Settlement, Probate, Executors, Family Meetings, Investment Planning
“Nancy gave me so much information of all the variables you have to think about when making financial goals and the reports we went over have really given me an empowerment of knowing what my money is doing and how best to make it work for me.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2012
CGA Certified
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(30)
Real Estate Investors, Small Businesses, Realtors & Prec
“I look forward to working with him as my small business grows and I always recommend his service to anyone looking for a professional and knowledgeable accountant that supports small business owners.”
In Business Since 2020
95 Mural St Suite 600, Richmond Hill, ON L4B 3G2
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Accounting Plus Financial Services

Accounting Plus Financial Services

(28)
Accounting & Bookkeeping, Corporate Tax, Personal Tax
“Despite having some unique accounting needs, the team at Accounting Plus has consistently delivered excellent, professional service and at a very reasonable cost.”
In Business Since 2005
Remote Consultations Available
Serving Alliston Area
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Retirement Planning and Investment Management Services in Alliston, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 417 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 417 cost profiles.

Why these companies made our list

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