Best Financial Advisors in Ancaster, ON

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Ancaster area.

Beacon Corporation, Brokerage

Beacon Corporation, Brokerage

Mergers, Acquisitions & Divestitures, Commercial Real Estate, Debt Financing
“I had a great experience working with Beacon right from the onset. Beacon helped me evaluate and sell my business and were incredible professionals to work with throughout the entire process. Both Will and Alex were always available to answer my ques...”
In Business Since 1997
Licensed
Offers Financing Options
38 Norma Crescent, Ancaster, ON L9G 4V8
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Two Roads Financial Centre

Two Roads Financial Centre

Two Roads Financial Centre, Products, Calculators
“Two Roads Financial Centre keeps your finances, investments, retirement dreams, and legacy simple. Feel relaxed, confident and inspired!”
Transparent Fees & Pricing
34 Stone Church Rd Suite 201, Ancaster, ON L9K 1S5
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Daleo Group Private Wealth Management

Daleo Group Private Wealth Management

(1)
“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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IPC Securities Corporation

IPC Securities Corporation

(1)
“This firm has done a good job with managing our retirnment investments.”
128 Wilson St W, Ancaster, ON L9G 1N3
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Manulife

Manulife

“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 2012
911 Golf Links Rd Suite 308, Ancaster, ON L9K 1H9
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Sami CPA Professional Corporation

Sami CPA Professional Corporation

Small Businesses, Individuals, Estate
“If we ever do make a mistake preparing your tax return (it happens sometimes, hey , we're human, too) don't worry, we always stand behind our work so we will pay any penalties on our mistake. Just bring in the first CRA letter you receive and we'll t...”
In Business Since 2016
1042 Garner Rd W Unit 103A, Ancaster, ON L9G 0J2
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IA Private Wealth Ancaster - Financial Advisor

IA Private Wealth Ancaster - Financial Advisor

(1)
“He is very patient and excellent at explaining his reasoning behind his suggestions for personal finance, investment, and tax planning.”
134 Wilson St W, Ancaster, ON L9G 1N3
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Escarpment Wealth Management

Escarpment Wealth Management

“The foundation of our client relationships is the one that is critically important in choosing a financial advisor: Trust. We know we must do right by our clients, without you we do not exist. As a client of ours, you should know that our ultimate go...”
215 Briar Hill Crescent, Ancaster, ON L9G 3M9
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Metrailler Wealth

Metrailler Wealth

“In a brief 15-minute virtual meeting or chat over coffee, we'll be able to evaluate your current financial standing and identify areas of improvement. You'll have an understanding of what changes need to be made, how you can get where you want to be,...”
In Business Since 2020
1034 Garner Rd W, Ancaster, ON L9G 3K9
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Heritage Group

Heritage Group

“At Mandeville, our goal is to democratize private investment opportunities for wealth creation, and where appropriate, provide our clients with the same investment techniques used by our role models. We have determined that there is a common set of p...”
In Business Since 2017
1034 Garner Rd W, Ancaster, ON L9G 3K9
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Sovereign Wealth

Sovereign Wealth

(2)
“Both ladies, Christine and Whitney have always been exceedingly professional in my communication with them.”
627 Guelph Line, Burlington, ON L7R 3M7
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Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(50)
  • Happy
  • Financial Advisor
  • Work
“I'm so glad I found Sean Howard, who was patient with me from the beginning, answering my hundreds of questions at all times of the day (which is totally unnecessary), explained everything in depth and 5 times over if I needed.”
In Business Since 2006
Emergency Services
Transparent Fees & Pricing
236 Pritchard Rd, Hamilton, ON L8W 3P7
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LGC Smithers

LGC Smithers

(49)
  • Team
  • Individual
  • Tax Advice
“We have been Larry and his team for over 25 years for both our business and personal needs and have always had reliable, sound and accurate advice with regard to accounting, tax and financial matters with excellent client service and attention to det...”
In Business Since 2001
Free Initial Consultation
Serving Ancaster Area
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Igneski Financial

Igneski Financial

(26)
  • Investment
  • Retirement
  • Business
“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
Serving Ancaster Area
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Kingsman Associates

Kingsman Associates

(16)
Tax, Registered Accounts, Insurance Advisory
“I have been very pleased with their service and can share only positive experience.”
Serving Ancaster Area
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Degraaf Financial Strategies

Degraaf Financial Strategies

(20)
“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.”
769 Old York Rd, Burlington, ON L7P 4X8
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The Accounting Place

The Accounting Place

(15)
What We Do, Tax Recovery Audit, Personal Tax
“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.”
115 Hwy 8 Unit 204, Stoney Creek, ON L8G 1C1
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Safeguard Insurance and Financial Services

Safeguard Insurance and Financial Services

(9)
Financial Planning, Resources, Process & Fees
“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
1522 Main St E #1, Hamilton, ON L8K
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Homebrook Financial Group

Homebrook Financial Group

(25)
Insurance, Extended Service Contracts
“Super Polite and Knowledgeable”
Offers Financing Options
Serving Ancaster Area
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Scan Global Holdings

Scan Global Holdings

(16)
  • Team
  • Taxes
  • Financial
“I would 1000% recommend Scan Consulting Group to any organization that is committed to offering the best in compliance and core business development for; themselves, their workforce and clientele.”
3485 Rebecca St Unit 208, Oakville, ON L6L 0H4
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Tammy M. Alpe Professional Corporation

Tammy M. Alpe Professional Corporation

(11)
Accounting & Assurance, Personal AND Corporate TAX Compliance, Bookkeeping Payroll Services & Sales TAX Compliance
“She is always warm and friendly and delivers her services with a level of professionalism and competence that is unparalleled.”
460 Brant St Unit 11, Burlington, ON L7R 4B6
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Stallion Enterprises International Corporation

Stallion Enterprises International Corporation

(7)
Financing, Performance Improvement and Turnaround
“By shadowing our work day, he was able to identify opportunities and provided simple but immensely effective solutions and suggestions which were easy to impliment.”
In Business Since 2019
Offers Financing Options
227 Mary St, Oakville, ON L6K 1S5
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Maduri Financial Group

Maduri Financial Group

(4)
Overview, For Businesses, For Individuals
“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
5575 N Service Rd #500, Burlington, ON L7L 6M1
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The William Douglas Group - Financial Advisor

The William Douglas Group - Financial Advisor

(12)
  • Questions
“In the 4+ years i have been with them, i've always felt that my investments were in safe hands and have always received ​wise counsel.”
In Business Since 2002
1005 Skyview Dr #101, Burlington, ON L7P 5B1
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Retirement Planning and Investment Management Services in Ancaster, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 494 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 494 cost profiles.

Why these companies made our list

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