FBC Farm and Small Business Tax Consultants
“Tanner is so flexible when doing my tax returns for my business we 'Zoomed' during the pandemic and I finally had the pleasure to meet him and he came to me!”
Best Financial Advisors in Barrie, ON
23 firms listed · all 23 in Barrie · 2 open weekends · 19 rated 4.5+ · 3 show a licence
Data verified October 18, 2026
Gane Financial
“They provided us with a comprehensive understanding of our finances and offered valuable suggestions that immediately resulted in savings and an increase in our net worth.”
Plan With Trevor Insurance and Investments
“Working with trevor to get the policy that suits me was seamless!”
Assante Capital Management
“I have been dealing with Josh for several years now, and feel so fortunate to always receive such excellent advice and guidance.”
Tayler Insurance & Estate Planning
“Always made me feel comfortable with my choices and is quick to respond when I reach out with changes or questions.”
Seven Elements Wealth Planning
“We have enjoyed every moment working with this incredible team and look forward to the years to come.”
The 23 firms listed for Barrie, 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: Barrie, ON
All 23 firms we list here are in Barrie itself. We have 27 firms in Barrie on file; this page shows the highest-rated 23. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 318 reviews; 3 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (74%) and quality (71%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 1 is open on Saturdays and 2 on Sundays. 3 show a licence on their websites. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 16 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 Barrie take financial planning bookings online?
5 of the 23 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.
RBC Dominion Securities
“He put together an extensive financial plan for my husband and I, detailing how we can use our savings to their full advantage through investments to secure a great future for our family.”
Wealth Achievers
“His support and guidance are a welcome experience that I have not experienced before with an advisor.”
Synergy Life Financial
“Darryl is very easy to talk to and I like his down to earth approach He made me feel comfortable from the get go and I feel confident I am now on the right track with my retirement planning.”
Infinite Financial
“I would recommend Geoff to anyone looking for financial planning and investment advise.”
Atlantis Financial
“Lots of good insight in all financial matters!”
Ryan Stephenson - Manulife Securities
Prolaunch Corporation
“Christopher and his team really do care and are protecting my retirement nest egg and 100% of the money after I'm gone for my spouse and kids too!”
Three Thirds Financial
“Kristen is professional and takes her clients needs into account.”
Divorce the Smartway - Mediation
“I would highly recommend considering mediation as a option to the courts and was very happy with the way Ken and Lisa helped us find our soft landing.”
Valuetrend Wealth Management
“Great service very personable staff great expirience all around.”
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.”
Shuttleworth Wealth Management
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Angelis Prattas Financial Advisor - Rockwater Wealth Management
“He has always been a source of clarity when I have investment and tax related questions and he provides a unique viewpoint over these matters.”
Scotiamcleod
“Very professional and great financial advice.”
Acorn To Oak Financial
Wellington West Capital
Perri Financial Services
Why these companies made our list
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