On Point Wealth & Risk Management
“I was struggling with an issue, and Steve went above and beyond to help me get back on my feet.”
Best Financial Advisors near Bowmanville, ON
1 of these firms is based in Bowmanville; the others serve Bowmanville from towns including Oshawa (13 km), Whitby (21 km) and Newcastle (8 km).
2 open weekends · 13 rated 4.5+ · 1 shows a licence
Data verified October 16, 2026
Harmer Wealth Management Corp.
“He helped us reach our goals way faster then we expected and has helped us through the entire process of buying our first home!”
Financial Planner I B G Financial Corp. I the Max Financial
“He was very responsive and helped us to secure rock bottom rates my existing lender couldn't touch.”
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Larmond Risk Management Insurance
“He is the best and you will not regret you have him on your side”
Johnathan Pollock - Thompson & Pollock Wealth
“If you need help making your financial dreams come true, John is your guy.”
Geraci Financial Group
“Tony and his team offer excellent service and are very professional.”
The 15 firms listed for Bowmanville, 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: Bowmanville, ON
13 of the 15 firms on this page have a rating, from 4.9 to 5.0 across 194 reviews; 1 has 50 or more reviews. 2 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. 5 have ten or more years of experience, the longest 28 years. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 11 list a public email and 2 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 Bowmanville offer a free first meeting?
3 of the 15 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.
Donald R Dasti & Associates
Lake Front Financial
Planning With Bobby
“We feel very fortunate to have him guiding us, and we highly recommend Bobby to anyone looking for expert financial management and future planning.”
KFB Financial Services
“I recently contacted KFB for financial advice relating to mortgages and debt and the team was extremely helpful and knowledgeable walking me through some options and explaining the pros and cons.”
The Money Cafe Corporation
Annex Financial Services
“He has taken the time to explain things thoroughly and suggested best options.”
Insch Wealth Management
“Jackie and Stephen were incredibly helpful when we needed to coordinate the release of RRSP/investment funds for a down payment on our first home.”
White R J Financial
Suchan McQuaid Wealth Management
Why these companies made our list
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