Ancaster, ON

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Ancaster, ON
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Best Financial Advisors in Ancaster, ON

24 firms listed · 7 in Ancaster · 2 open weekends · 18 rated 4.5+

Data verified October 16, 2026

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Reid Financial Strategies

Reid Financial Strategies

(13)
  • Income
  • Finances
  • Expertise
“I have had the pleasure of working with Mason Twitchett of RFS over the past few months on my personal and corporate income taxes and have been consistently impressed by his professionalism and his personable approach to his clients.”
In Business Since 2018
911 Golf Links Rd Unit 306, Ancaster, ON L9K 1H9
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Two Roads Financial Centre

Two Roads Financial Centre

Transparent Fees & Pricing
34 Stone Church Rd Suite 201, Ancaster, ON L9K 1S5
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IPC Securities Corporation

IPC Securities Corporation

(1)
“This firm has done a good job with managing our retirnment investments.”
Transparent Fees & Pricing
128 Wilson St W, Ancaster, ON L9G 1N3
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Daleo Group Private Wealth Management

Daleo Group Private Wealth Management

(2)
“Whether you are dealing with Jason, Justin or myself you are going to receive personalized and comprehensive advice to help you and your family achieve your financial goals.”
469 Wilson St E, Ancaster, ON L9G 2C4
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Escarpment Wealth Management

Escarpment Wealth Management

215 Briar Hill Crescent, Ancaster, ON L9G 3M9
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Metrailler Wealth

Metrailler Wealth

In Business Since 2020
1034 Garner Rd W, Ancaster, ON L9G 3K9
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The 24 firms listed for Ancaster, 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: Ancaster, ON

7 of the 24 firms we list are based in Ancaster; the other 17 serve Ancaster from towns including Burlington, Hamilton and Brantford. 21 of the firms on this page have a rating, from 4.1 to 5.0 across 359 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (93%) and quality (63%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (5), estate planning (4), accounting (3), insurance planning (3) and retirement planning (3). Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 23 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Ancaster take financial planning bookings online?

5 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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Heritage Group

Heritage Group

1034 Garner Rd W, Ancaster, ON L9G 3K9
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Kingsman Associates

Kingsman Associates

(37)
  • Tax Filing
  • Saving
  • Skills
“Great service very co operative and good customer service”
Saint Catharines, ON
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Igneski Financial

Igneski Financial

(29)
  • Investment
  • Management
  • Resp
“Louie keeps me informed of new products that may come on the market that might meet my needs, and I value his professionalism and attention to detail that allows me to rest easier knowing that I am getting the best investment advice available.”
In Business Since 2006
Dundas, ON
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Homebrook Financial Group

Homebrook Financial Group

(29)
  • RV
  • Papers
  • Travel
“We found both businesses very professional and we had a lot of laughs with Jeff, Margo, Melanie and Jessica and I have to mention Doug from Homebrook, who came to our home to finalize everything, whatta guy, he's welcome in our home anytime.”
Offers Financing Options
Mount Hope, ON
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Degraaf Financial Strategies

Degraaf Financial Strategies

(21)
  • Team
“LEONY is a true professional, generous with her time, clearly explains details for clients, and gives equal attention to them regardless of their status or amount to invest.”
In Business Since 2003
Burlington, ON
Featured

Happy New Year Everyone! Wishing you a happy, healthy and prosperous 2024! If you are ready for a fresh start, contact us today to arrange your Complimentary Consultation and let's get 2024 off to the best start possible!

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The Accounting Place

The Accounting Place

(15)
  • Corporate
  • Family
“I've been dealing with Shawn Rowell for years through good times and bad and have benefitted from his expertise not just in getting our corporate filings done but also recommendations and best practices on a number of issues.”
Stoney Creek, ON
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Safeguard Insurance and Financial Services

Safeguard Insurance and Financial Services

(9)
“Gaston took care of our family's life policies and has introduced us to investment options that have really made the difference in planning for our financial future.”
In Business Since 2013
Transparent Fees & Pricing
Hamilton, ON
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Maduri Financial Group

Maduri Financial Group

(4)
“Extremely professional, responsive, with the ability to provide a full financial plan inclusive of budgeting, life insurance, retirement and tax planning, investment accounts, and everything in between.”
In Business Since 2017
Offers Financing Options
Burlington, ON
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Wescan Accountant Professional

Wescan Accountant Professional

(8)
  • Corporation
  • Team
  • Family
“I go for business advice and get my taxes done here, Super professional, always helpful and are fast, would definitely recommend coming here😊 …”
Hamilton, ON
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Ben Jacobs, MA, Financial Advisor

Ben Jacobs, MA, Financial Advisor

(12)
  • Company
  • Investments
  • Insurance
“Ben Jacobs is a knowledgeable and dedicated Financial Specialist and Educator focused on partnering with Entrepreneurs & Corporate Teams to retain their talented Employees through important benefits that increase the symbiotic relationship between Em...”
In Business Since 2018
Burlington, ON
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Dean Paley, Cpa, CGA

Dean Paley, Cpa, CGA

(7)
  • Knowledge
“Highly recommend working with Dean - highly responsive and client-centred, extremely knowledge, will go the extra mile to meet all of your accounting needs.”
In Business Since 2009
Burlington, ON
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Hudson Wealth and Trust Planning Group

Hudson Wealth and Trust Planning Group

(3)
“Granted, I lacked experience in those specific realms of finance back in 2015 but the passage of time has proven his recommendations on all fronts to be infallible”
Transparent Fees & Pricing
Free Initial Consultation
Toronto, ON
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Joseph Truscott, Chartered Accountant and Management Consultants

Joseph Truscott, Chartered Accountant and Management Consultants

(3)
“Joe and his team have been doing my small business accounting for over 5 years, and they are great.”
In Business Since 2002
Transparent Fees & Pricing
Hamilton, ON
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Bold Barrel Financial - Kevin Schuster

Bold Barrel Financial - Kevin Schuster

(6)
  • Investment
  • Retirement
  • Financial Plan
“I have had the pleasure of meeting Kevin couple of times and what stands out most about him is his easy to relate personality and passion towards helping his clients.”
Burlington, ON
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Maddy's Roadmap

Maddy's Roadmap

(9)
  • Debt
  • Budget Planner
  • Company
“With their help, we not only kept our house but also purchased a new one, and we are now debt-free and equipped with the tools to stay on the right financial path.”
In Business Since 2012
Hamilton, ON
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Metherell Financial

Metherell Financial

(5)
  • Questions
  • Team
  • Portfolio
“Knowledgeable, friendly, quick to respond, able to address any questions or concerns in a timely and professional manner and cater services towards your personal financial goals.”
In Business Since 2011
Burlington, ON
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IPC Securities Corporation - Paolo Sabatini

IPC Securities Corporation - Paolo Sabatini

(1)
“*****Moved to 4170 Fairview St.”
In Business Since 2012
Transparent Fees & Pricing
Burlington, ON
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Brittain Group Financial Services

Brittain Group Financial Services

In Business Since 2004
Transparent Fees & Pricing
Brantford, ON
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