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Brock Shores Financial
“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.”
Best Financial Advisors in Brockville, ON
The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Brockville area.
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Leonard Group Financial
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.”
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Investishare
“This is a great place to learn about crypto, day trading, build mindset, real estate investments.”
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Robert Tavares - Financial Advisor & Invesment Representative
- 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.”
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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.”
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Desjardins Financial Security Investments
“Discover our Canadian network offering insurance and savings products from multiple institutions, serving individuals, families and small businesses.”
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Lisa Bell IG Private Wealth Management
- 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.”
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Investia Financial / Seaway Valley
“Excellent financial services provided to me by my advisor Daniel Throop.”
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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 ...”
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Elite Expense Recovery
Specialized Savings, Expense Reduction, Tax Incentives
“Looking for ways to improve your business profitability...? Our service specialists have been delivering expense reduction & cost recovery solutions for 20+ years. We have a full suite of services with benefits in multiple areas that apply to any siz...”
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Becker Hillier Wealth Management
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.”
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The Mortgage Professionals
“During a really difficult time Rick did everything he could to make the process for the new mortgage seamless and easy”
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Delta Creek Financial Advisors
“Why Choose Independent Financial Advice? We understand that your financial journey is as unique as you are. Our team of experienced, unbiased advisors is here to provide personalized and independent guidance tailored to your specific goals and aspira...”
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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 ...”
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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.”
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Hall & Associates CPA Professional Corporation
Businesses Getting Results, Personal Income Tax Preparation, Financial Year End
“Deanna and her team helped us through the maze of setting up a new business and have been instrumental in making sure that all of the tasks that need to be done each year are done.”
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Kingston Financial
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.”
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Kccu Wealth Solutions
“They look out for your needs and take care of all of your financial goals!”
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Ottawa Investment Advisor John Bruce
- Manage
- Market
- Returns
“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.”
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Michael McKale BA, Pfp, CFP Parasol Financial , Investa
“Mike and Cindy are very knowledgeable about the industry they service.”
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Parasol Financial Solutions
“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.”
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Caldwell Wealth & Estate Advisory
“We appreciate a comfortable environment where the expert works his magic, but is able to present it in not only a professional way, but also in context we understand!!”
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Goldhar & Associates
“William, Birgit and everyone else we spoke to and worked with were excellent!”
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Cactus
“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.”
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
Why these companies made our list
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