Best Financial Advisors in Brockville, ON

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Brockville area.

Leonard Group Financial

Leonard Group Financial

(2)
For Business Clients, For Individual Clients, Related Links
“Based in Eastern Ontario, the Leonard Group Financial team specializes in offering thoughtful, creative solutions to help individuals and business owners transform their financial destiny.”
Free Initial Consultation
In Business Since 2004
9 Broad St #307, Brockville, ON K6V 6Z4
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Robert Tavares - Financial Security Advisor

Robert Tavares - Financial Security Advisor

(8)
  • Expertise
“He looks after us very well, and I recommend his excellent services to anyone with similar needs, or for those who are looking for an expert financial planner.”
In Business Since 2000
80 Aldershot Ave, Brockville, ON K6V 2P8
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Investishare

Investishare

(3)
“Kyle's passion for helping others achieve success is far better than most of the so called "gurus" of internet marketing.”
In Business Since 2020
8 Cartier Ct #22, Brockville, ON K6V 6S6
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Brock Shores Financial

Brock Shores Financial

(2)
“My taxes can be a little complicated but Tim impressed me because he knew the answers right away without saying he needed some time to dig into things more.”
In Business Since 2000
4502 Airport Rd, Brockville, ON K6T 1A2
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Limestone Financial - Brockville Office

Limestone Financial - Brockville Office

Health and Dental Insurance Plans, Critical Illness Insurance, Annuities
“Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country.”
In Business Since 2007
9 Broad St Suite 204, Brockville, ON K6V 6Z4
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Desjardins Financial Security Investments

Desjardins Financial Security Investments

“When you choose Desjardins Financial Security Investments Inc., you can count on Desjardins' stability, support from a multi-disciplinary team of financial professionals and the freedom to choose from the most competitive products available on the ma...”
In Business Since 2013
2495 Parkedale Ave, Brockville, ON K6V 3H2
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Lisa Bell IG Private Wealth Management

Lisa Bell IG Private Wealth Management

(6)
  • Team
“She has always been prompt to respond to any questions or concerns that myself or father have had, going above and beyond to put him at ease with his move here to Brockville.”
In Business Since 2011
Serving Brockville Area
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Investia Financial / Seaway Valley

Investia Financial / Seaway Valley

(1)
“Excellent financial services provided to me by my advisor Daniel Throop.”
Transparent Fees & Pricing
In Business Since 2001
Serving Brockville Area
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Victor P. Dorey, Cfp, Clu, Rrc-Ig Wealth Management

Victor P. Dorey, Cfp, Clu, Rrc-Ig Wealth Management

“Our solutions are well suited for affluent individuals and families who value a disciplined and proven approach to wealth management. Our IG Living Plan process is collaborative – whether it's your accountant or the many other experts we utilize, we ...”
In Business Since 1995
Serving Brockville Area
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Elite Expense Recovery

Elite Expense Recovery

In Business Since 2021
Serving Brockville Area
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Becker Hillier Wealth Management

Becker Hillier Wealth Management

(1)
Tax Planning, Pension Transfer, Cash & Credit Management
“I enjoy working with him as my financial advisor and working towards my and my wife's retirement plans.”
In Business Since 2021
Serving Brockville Area
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Delta Creek Financial Advisors

Delta Creek Financial Advisors

“Looking to protect your livelihood or business but not sure where to turn? Need help developing a contingency plan for an unexpected emergency? Let us guide you. With years of experience, our group has the capabilities and expertise preparing a safet...”
In Business Since 2016
Serving Brockville Area
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The Good Steward Financial Planning & Accounting Services

The Good Steward Financial Planning & Accounting Services

“With maturity comes a desire to share the knowledge and wisdom acquired over a lifetime of experience. I am a formerly certified by FP Canada, Certified Financial Planning professional (2009-2020), a QuickBooks ProAdvisor and a registered CRA income ...”
In Business Since 2018
Serving Brockville Area
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We-Finance

We-Finance

“Leasing your equipment is a smart way to grow your business. Adding the right tools, technology and equipment at the right time can help your business thrive. It gives you the power to diversify, increase production or expand your business.”
In Business Since 2017
Serving Brockville Area
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Steve Syrett, Financial Planner

Steve Syrett, Financial Planner

(3)
Business, Retirement, Other Services
“Most importantly, Steve had instilled in us a sense of confidence in being able to go forward with all the requirements of the aforementioned probate process.”
Coupons & Offers
In Business Since 2017
Freedom 55 Financial, 623 Fortune Crescent Suite 300, Kingston, ON K7P 0L5
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Kccu Wealth Solutions

Kccu Wealth Solutions

(1)
“They look out for your needs and take care of all of your financial goals!”
In Business Since 2017
795 Gardiners Rd, Kingston, ON K7M 7E6
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Ottawa Investment Advisor John Bruce

Ottawa Investment Advisor John Bruce

(30)
  • Understand
  • Market
  • Trading
“My portfolio has seen steady gains (exceeded expectations) and he routinely checks in to discuss new opportunities and provide updates and recommendations on next steps.”
In Business Since 2002
Serving Brockville Area
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Parasol Financial Solutions

Parasol Financial Solutions

(4)
“I've been dealing with Sean for around a year and half now and couldn't be happier with how things have gone so far.”
Transparent Fees & Pricing
In Business Since 2019
Free Initial Consultation
820 Development Dr, Kingston, ON K7M 5V7
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Michael McKale BA, Pfp, CFP Parasol Financial , Investa

Michael McKale BA, Pfp, CFP Parasol Financial , Investa

(4)
“Mike and Cindy are very knowledgeable about the industry they service.”
Transparent Fees & Pricing
In Business Since 2019
Free Initial Consultation
820 Development Dr, Kingston, ON K7M 5V7
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Accuracy Plus Accounting & Tax Services

Accuracy Plus Accounting & Tax Services

(3)
Personal Taxes, Insurance & Estate Planning, Legal Wills
“This is the 3rd year Accuracy Plus has done our taxes and we could not be more pleased”
Family Business
In Business Since 2007
Serving Brockville Area
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Buchner Financial Planning

Buchner Financial Planning

(4)
“Recently started consulting and working with Aaron for helping solidify and work toward our short and long term financial goals, and have appreciated his welcoming, professional, and supportive approach from the outset.”
Free Initial Consultation
In Business Since 2020
Serving Brockville Area
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Goldhar & Associates

Goldhar & Associates

(1)
“William, Birgit and everyone else we spoke to and worked with were excellent!”
Free Initial Consultation
In Business Since 2013
221 Queen St Suite #203, Kingston, ON K7K 1B4
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True Life Insurance and Estate Solutions

True Life Insurance and Estate Solutions

(2)
“She is knowledgeable and always has her clients best interests in mind.”
In Business Since 2019
218 King St E, Kingston, ON K7L 3A7
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Herr Wealth Management

Herr Wealth Management

(1)
“Great communication throughout and she was instrumental in getting my claim processed for me.”
In Business Since 2016
Parking lot, 912 Princess St, Kingston, ON K7L 1H1
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Retirement Planning and Investment Management Services in Brockville, ON Cost Estimates

Minimum cost
$1207
Maximum cost
$10256
National Average
$3620
Avg Per Hour Rates
$362
$2414
$6636
Average price range is based on 307 cost profiles
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Average Cost $3620
Minimum cost $1207
Maximum cost $10256
Avg Per Hour Rates $362

Average range $2414 to $6636 is based on 307 cost profiles.

Why these companies made our list

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