Best Financial Advisors in Brantford, ON
The highest-rated Financial Planning & Wealth Management companies out of 389 vetted & reviewed in the Brantford area.
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Corporate, Taxation, Estates and Trusts
“I can't say enough about the professionalism and dedication of all the employees at Milard especially Skylar , her knack for the smallest details , the positive and uplifting attitude along with her calm demeanor really makes all the difference.”
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Cornerstone Capital Financial Group
“Shannon is professional, knowledgeable and trustworthy, important qualities in a financial planner.”
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Brittain Group Financial Services
Investments, Insurance, Estate Administration
“At Brittain Group Financial Services we help you make informed decisions to protect yourself and your family, creating financial resilience for your future.”
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Novak Private Wealth Counsel
- Investments
- Team
“The team is knowledgable, helpful with everything from investments to retirement planning and have a wonderful staff, However above all, they're trustworthy.”
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Alford Family Financial & Co.
“Their knowledge of the market and where to invest makes me sleep well at night!”
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IPC Securities Corporation - David Simmons
Charitable Giving, Retirement Income, Cash & Credit Management
“A straight shooter that invests your money well.”
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South Coast Financial Services
“Amazing service got my wife's and I life insurances through terry with ease don't hesitate to ask terry for your financial needs”
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Grand Financial Planning
“Grand Financial Planning helps our clients to achieve those goals. With our proprietary software system, some of the best contacts in the business and a wealth of hands-on financial experience, we bring your very best options to the discussion. It's ...”
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CGL Financial
“For all inquries, please contact us via phone or email.”
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LGC Smithers
- Financial
- Tax Returns
- Questions
“I have finally found a team that will proactively analyze the financial aspects of my personal and business affairs and make recommendations that educate me on strategies and structures that save me money.”
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Garcia Financial
Personal Taxes, Scientific Research & Experimental Development, Corporate Tax
“I have always felt looked after, listened to and treated right by Mark at Garcia Financial and have never hesitated recommending Mark to friends and family.”
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Gateway Tax & Financial Services
Insurance, Mortgages, Financial Planning
“My mom passed last year and they were very empathetic and made me aware of what I was eligible to claim regarding my taxes as I was a primary caregiver at my home.”
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Beacon Corporation, Brokerage
Transaction Advisory, Buy Side Advisory, Business Valuations
“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...”
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Biggerpiggybank.com
Mortgage Renewals, Debt Consolidation, Reverse Mortgages
“Peter has always been such a pleasure to deal with, he's professional, timely and always does what's best for the clients current and future financial needs.”
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IPC Securities Corporation
“This firm has done a good job with managing our retirnment investments.”
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Daleo Group Private Wealth Management
“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.”
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Steenbergen Financial Services
“I have worked with Bill Steenbergen for more than 10 years in both personal and corporate level, health, travel, company benefits etc, Bill is very professional and knowledgeable, one of the bests in the business.”
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Pinnacle Consultants
“From their early years specializing in SR&ED, Pinnacle Consultants Inc. (PCI) has gained an enviable reputation for preparing strong, detailed, scientific reports that are integrated with solid financials. For over two decades the Pinnacle team has s...”
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IPC Investment Corporation - Ken Vanderlaan
Charitable Giving, Retirement Income, Cash & Credit Management
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
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Steward Group
“My personal views/feel-”
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Keyes Financial Strategies
Risk Management, Banking Services, Investments
“Mutual fund dealing representatives ("mutual fund advisors") registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are offered through Keyes Financial Strategies Inc. Banking products and services are offered throug...”
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Pension Solutions Canada
“If you plan on retiring in 2024, book a free strategy call with Certified Financial Planner, Bruce Youngblud. Get a second opinion from a CFP! He can advise you on pensions, retirement planning, tax planning and estate planning so you can enjoy retir...”
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Advice First Wealth / Harbourfront Wealth
“As you will find from exploring our website, we aren't your typical advisor. In fact, we consider ourselves alternative advisors . We look beyond the 3 major planning areas of education planning, retirement planning and estate planning and focus on l...”
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Sami CPA Professional Corporation
Non-Residents, Estate, Individuals
“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...”
Retirement Planning and Investment Management Services in Brantford, ON Cost Estimates
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