Brantford, ON

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Brantford, ON
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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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Millards Chartered Professional Accountants Brantford

Millards Chartered Professional Accountants Brantford

(19)
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.”
Offers Financing Options
In Business Since 1998
96 Nelson St, Brantford, ON N3T 2N1
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Cornerstone Capital Financial Group

Cornerstone Capital Financial Group

(5)
“Shannon is professional, knowledgeable and trustworthy, important qualities in a financial planner.”
Free Initial Consultation
214 Brant Ave, Brantford, ON N3T 3H9
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Brittain Group Financial Services

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.”
Transparent Fees & Pricing
In Business Since 2004
320 N Park St #3, Brantford, ON N3R 4L3
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Novak Private Wealth Counsel

Novak Private Wealth Counsel

(7)
  • 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.”
In Business Since 2011
11-330 West St, Brantford, ON N3R 7V5
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Alford Family Financial & Co.

Alford Family Financial & Co.

(1)
“Their knowledge of the market and where to invest makes me sleep well at night!”
Family Business
254 Brant Ave, Brantford, ON N3T 3J5
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IPC Securities Corporation - David Simmons

IPC Securities Corporation - David Simmons

(1)
Charitable Giving, Retirement Income, Cash & Credit Management
“A straight shooter that invests your money well.”
20 Holiday Dr, Brantford, ON N3R 7J4
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South Coast Financial Services

South Coast Financial Services

(1)
“Amazing service got my wife's and I life insurances through terry with ease don't hesitate to ask terry for your financial needs”
In Business Since 2016
32 Greenwood Trail, Brantford, ON N3R 6G5
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Grand Financial Planning

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 ...”
122 Charing Cross St Unit 1, Brantford, ON N3R 2J1
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CGL Financial

CGL Financial

“For all inquries, please contact us via phone or email.”
In Business Since 2009
20 Roy Blvd #19, Brantford, ON N3R 7K2
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LGC Smithers

LGC Smithers

(49)
  • 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.”
Free Initial Consultation
In Business Since 2001
Serving Brantford Area
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Garcia Financial

Garcia Financial

(20)
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.”
Free Initial Consultation
905 Steepleridge Ct, Kitchener, ON N2P 0B4
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Gateway Tax & Financial Services

Gateway Tax & Financial Services

(29)
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.”
In Business Since 2012
65 Cambridge St, Cambridge, ON N1R 3R8
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Beacon Corporation, Brokerage

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...”
Offers Financing Options
Licensed
In Business Since 1997
38 Norma Crescent, Ancaster, ON L9G 4V8
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Biggerpiggybank.com

Biggerpiggybank.com

(10)
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.”
Transparent Fees & Pricing
In Business Since 2009
141 Ainslie St N, Cambridge, ON N1R 3P4
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IPC Securities Corporation

IPC Securities Corporation

(1)
“This firm has done a good job with managing our retirnment investments.”
Transparent Fees & Pricing
Serving Brantford Area
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Daleo Group Private Wealth Management

Daleo Group Private Wealth Management

(2)
“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
Featured

Discover essential retirement planning insights for Canadians. From maximizing your benefits to tackling estate planning, we’ve got the expert guidance you need to navigate your golden years with confidence. Reach out to us at the Daleo Group and start the conversation today. #WealthPlanningWednesdays #DaleoGroup #IGPrivateWealthManagement...

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Steenbergen Financial Services

Steenbergen Financial Services

(1)
“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.”
2 Water St N, Cambridge, ON N1R 3B1
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Pinnacle Consultants

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...”
In Business Since 2004
34 Water St N, Cambridge, ON N1R 3B1
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IPC Investment Corporation - Ken Vanderlaan

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.”
Transparent Fees & Pricing
In Business Since 2000
Serving Brantford Area
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Steward Group

Steward Group

(2)
“My personal views/feel-”
Family Business
In Business Since 2012
135 George St N #203, Cambridge, ON N1S 5C3
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Keyes Financial Strategies

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...”
924 Manorbrook Ct, Kitchener, ON N2P 2Y2
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Pension Solutions Canada

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...”
Transparent Fees & Pricing
EXPERTS Certified
25+ Years Experience
Serving Brantford Area
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Advice First Wealth / Harbourfront Wealth

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...”
Transparent Fees & Pricing
100 Conestoga College Blvd Suite 1100, Kitchener, ON N2P 2N6
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Sami CPA Professional Corporation

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...”
In Business Since 2016
Serving Brantford Area
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Retirement Planning and Investment Management Services in Brantford, ON Cost Estimates

Minimum cost
$1236
Maximum cost
$10504
National Average
$3708
Avg Per Hour Rates
$371
$2472
$6797
Typical price range is based on 536 cost profiles
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Average Cost $3708
Minimum cost $1236
Maximum cost $10504
Avg Per Hour Rates $371

Typical range $2472 to $6797 is based on 536 cost profiles.

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