Best Financial Advisors in Bradford, ON

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Bradford area.

M Montgomery Insurance

M Montgomery Insurance

Life Insurance, Travel Insurance, Disability / CI 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.”
In Business Since 2009
60 Kilkenny Trail, Bradford, ON L3Z 3C5
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Dundee Private Investors

Dundee Private Investors

“Mining has a critical role to play in the future of the world's economy, and we are purpose-driven to help the next generation of mining companies and projects do things right the first time – with the best available operational, technical, environme...”
In Business Since 2004
45 Holland St E, Bradford, ON
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TK Dale Wealth

TK Dale Wealth

(7)
  • Investment
“For me, what is essential to any partnership is a shared strategic context, knowledge of relevant tools and an attitude of service and inquiry.”
In Business Since 2021
Licensed
Shared with SE Telecom, 17075 Leslie St #7, Newmarket, ON L3Y 8E1
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Carruthers Financial & Associates

Carruthers Financial & Associates

(7)
“Aside from assisting us with our company benefits, Jenn has come and provided valuable learning sessions to our employees - Jenn and the Carruthers staff always go the extra mile.”
In Business Since 2004
15054 Yonge St, Aurora, ON L4G 1M4
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Covenant Wealth Financial Services

Covenant Wealth Financial Services

(5)
Wealth Management, Life Insurance, Cash Flow Management
“Recently I received financial services from Joy Adams and I was very pleased with her explanation and detailed information about our family insurance policies.”
In Business Since 2005
Licensed
2095 Thompson St, Innisfil, ON L9S 1T1
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Radiant Financial Group

Radiant Financial Group

(4)
Tax and Accounting Advisory, Mortgages, Home & Auto Insurance
“I feel taken care of and at ease as Tim's client, and that is an incredible feeling given that insurance purchasing usually feels transnational, uncertain, and anxiety-inducing.”
In Business Since 2020
1650 Elgin Mills Rd E Unit 413, Richmond Hill, ON L4S 0B2
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IPC Securities Corporation - Theresa Bartley

IPC Securities Corporation - Theresa Bartley

(2)
Private Wealth
“For 11 years, Theresa has given me sound financial advice and managed my resources with wisdom.”
In Business Since 2013
431 Timothy St, Newmarket, ON L3Y 1P7
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Roberts & Company Professional Corporation

Roberts & Company Professional Corporation

(5)
  • Accounting
“They are very knowledgeable, professional, had great communication and kept me in the loop the whole way through the process, not to mention they finished my accounting services in a timely manner.”
In Business Since 2020
144 Wellington St E, Aurora, ON L4G 1J1
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Reynbridge

Reynbridge

(4)
“Reynbridge team was excellent to deal with, they were always quick to respond and were great problem solvers”
In Business Since 2019
465 Davis Dr Suite 309, Newmarket, ON L3Y 7T9
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York Credit Newmarket

York Credit Newmarket

(5)
Debt Consolidation, Income Tax Debt, Other Financial Services
“While things are finally opening up in Ontario, these past two years have put HUGE financial hardships on me and my colleagues as well as countless of others.”
In Business Since 2013
CCCS Certified
Free Initial Consultation
2001 Sheppard Ave E, Toronto, ON, M2J 0A1
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Sandra L Fawcett CA/ CPA

Sandra L Fawcett CA/ CPA

(2)
“They handle it all (from personal to business) so conveniently, when I start up my own business next year I will get them to do my business practice as well.”
In Business Since 2001
Licensed
12764 Yonge St, Richmond Hill, ON L4E 3V3
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Infinite Financial

Infinite Financial

(12)
  • Professional
“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”
In Business Since 2010
387 Mapleview Dr W, Barrie, ON L4N 9G4
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Foster Thibeault Youell Radley Chartered Professional Accountants

Foster Thibeault Youell Radley Chartered Professional Accountants

(2)
“Our small company and associated holdings have been dealing with MFTY for close to 24 years and wouldn't consider going anywhere else.”
In Business Since 2022
15449 Yonge St #101, Aurora, ON L4G 1P3
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Alliston Financial - Investment Planning Counsel

Alliston Financial - Investment Planning Counsel

(1)
“Anytime I need support they're there to help me!”
In Business Since 2010
180 Parsons Rd Unit 13, Alliston, ON L9R 1E8
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Stonehaven Financial Group

Stonehaven Financial Group

(1)
“He was very thorough and took the time to explain anything we were unsure of.”
In Business Since 2015
46 Wellington St E, Aurora, ON L4G 1H5
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Assante Capital Management

Assante Capital Management

(16)
  • Portfolio
  • Fees
  • Goals
“Josh is a very knowledgeable and committed financial planner who has successfully managed my portfolio for over ten years, He is very skilled at helping me readjust financial goals based on changes in my life.”
576 Bryne Dr, Barrie, ON L4N 9P6
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York Financial Group

York Financial Group

(1)
Personal Life, Disability and Critical Needs Products., Pension Transfers and Severance Allowance Rollovers., Individual Pension Plan For Business Clients.
“Looking forward to greater financial planning in the future.”
18075 Leslie St #207, Newmarket, ON L3Y 8Z9
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Gillespie Adams & Associates

Gillespie Adams & Associates

(1)
For Businesses, For Individuals
“Reliable, trustworthy and excellent service.”
In Business Since 2004
17817 Leslie St, Newmarket, ON L3Y 8C6
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Wilimek Financial

Wilimek Financial

(4)
“She shined a light on how I look at money in every aspect of my life, how I can view it differently, and how I can help attract it in the future.”
In Business Since 2018
Serving Bradford Area
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Kelly Smith Group

Kelly Smith Group

Business Owners, Retirement Plannning, Insurance
“Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits a...”
In Business Since 2016
Family Business
11 Tannery Creek Crescent, Aurora, ON L4G 5N4
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Goodwin Porter Hetu, Chartered Professional Accountants

Goodwin Porter Hetu, Chartered Professional Accountants

(2)
Services Overview, Auditing & Assurance, Financial Planning
“Always prompt and professional, and great rates for services.”
In Business Since 2015
Serving Bradford Area
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Walhout Financial

Walhout Financial

In Business Since 2016
Transparent Fees & Pricing
Remote Consultations Available
Aurora, ON
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Natalie Fletcher

Natalie Fletcher

Financial Planning Checkup, Get on Track to Home Ownership, Reduce Your Taxes
“I have been a client of yours for about 5 years now and I cannot be more happy with the financial advice and guidance you have given me and my wife during that time. In the past we were with other financial adviser's but your ability and skill set ha...”
In Business Since 2009
238 Wellington St E #217, Aurora, ON L4G 1J5
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McKay Wealth Management - RBC Dominion Securities

McKay Wealth Management - RBC Dominion Securities

“Gary's ultimate goal is to provide peace of mind to our clients when it comes to overseeing, persevering and growing your hard earned wealth. Achieving these investment goals is an ongoing process. As your priorities change, he will help you to achie...”
In Business Since 2000
Transparent Fees & Pricing
17120 Leslie St 2nd Floor, Newmarket, ON L3Y 8K7
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Retirement Planning and Investment Management Services in Bradford, 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 331 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 331 cost profiles.

Why these companies made our list

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