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Alliston Financial - Investment Planning Counsel
“Anytime I need support they're there to help me!”
Best Financial Advisors near Alliston, ON
1 of these firms is based in Alliston; the others serve Alliston from towns including Barrie (29 km), Bradford (24 km) and Richmond Hill (47 km).
4 open weekends · 17 rated 4.5+ · 2 show a licence
Data verified October 18, 2026
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FBC Farm and Small Business Tax Consultants
- Income Tax
- 2023
- Knowledge
“As well, the peace of mind in knowing that should we ever be audited by the CRA, FBC would do the talking for us and represent us in all aspects regarding our taxes.”
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Assante Capital Management
- Retirement
- Wealth Management
- Fees
“Josh has been our financial planner for four years and we are very pleased with the growth of our investments and the financial advice he provides to us.”
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Michele Hall, Mortgage Architects
“Michele's knowledge, attention to detail, lender connections, responsiveness and client care are just some of the reasons why I look forward to working with her again and again.”
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Infinite Financial
- Questions
- Family
- Knowledge
“Her vast knowledge of current financial situations makes her capable of providing timely advise or referring you to one of many colleagues that has what you are looking for.”
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Ryan Stephenson - Manulife Securities
“Stocks, bonds and mutual funds are offered through Manulife Wealth Incorporated. Insurance products and services are offered through Manulife Wealth Insurance Services Incorporated Banking products and services are offered by referral arrangements th...”
The 24 firms listed for Alliston, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Alliston, ON
17 of the 24 firms on this page have a rating, from 4.6 to 5.0 across 1,494 reviews; 8 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), quality (61%) and responsiveness (61%). The topics that come up most in reviews of the firms on this page are "understanding", "efficient" and "knowledge". 4 are open on Saturdays and 1 on Sundays. 2 show a licence on their websites. 12 have ten or more years of experience, the longest 26 years. 1 offers remote or virtual consultations; 1 offers payment plans and 4 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 19 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Alliston offer a free first meeting?
4 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
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Prolaunch Corporation
“Amazing new Barrie office for our clients, partners, growing network of female founders & independent advisory professionals serving Ontario, Canada and the United States.”
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Three Thirds Financial
“She breaks finances down in an easy to understand model, has great suggestions and helps us to see money from a whole new perspective.”
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Divorce the Smartway - Mediation
“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.”
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Liahona Capital
“I've invested in Liahona MIC for well over a decade, and it has consistently been the best performing investment in my portfolio.”
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Acorn To Oak Financial
“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.”
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M Montgomery 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.”
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Dundee Private Investors
“Led by mining veteran Jonathan Goodman, and backed by a team of mining, finance and ESG experts, Dundee is the only publicly-traded company that finds, invests in and helps develop resource companies on behalf of its shareholders. We target mining an...”
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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...”
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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...”
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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...”
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Lowrie Financial
“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Lowrie In...”
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Objective Financial Partners
- Advice
- Expertise
- Fee
“What set Andrew apart, in addition to OFP's truly objective, client-centred approach, was how he truly LISTENED to us, reflected back what he heard, and then designed scenarios that matched to our goals, including some scenarios we proposed as well.”
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Accounting Plus Financial Services
- Efficient
- Family
- Team
“Beside the high professionalism, Peter Edrey's office offers genuine kindness and approachability, making tax submitting a pleasant experience, not a scary yearly chore.”
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Harris & Partners
- Understanding
- Compassionate
- Company
“My experience with Harris and partners was excellent for me dealing with Yasan and Rob was fantastic deciding to go with Harris and partners has made a huge positive impact in my life”
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Rethink CPA Professional Corporation
- Small Business
- Real Estate Investors
- Efficient
“Since our initial contact shortly after incorporating, Joseph has consistently demonstrated a level of professionalism and expertise that has greatly benefited our business.”
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Ai Financial
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
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Green Group - IG Private Wealth Management
- Questions
- Tax
- Family
“When several colleagues were also down-sized, I didn't hesitate to recommend Chris to assist with their financial journeys and continue to refer friends who are seeking a trusted advisor.”
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Gane Financial
- Investments
- Understanding
- Family
“Jack Boos at Gane Financial gave me the educational and encouraging kickstart I needed to understand my finances, organize resources toward achieving meaningful life goals, and accommodate my personal values and preferences.”
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
Why these companies made our list
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