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Leonard Group Financial
“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.”
Best Financial Advisors in Brockville, ON
24 firms listed · 5 in Brockville · 1 open weekends · 17 rated 4.5+
Data verified October 16, 2026
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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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Investishare
- Coaching
“This is a great place to learn about crypto, day trading, build mindset, real estate investments.”
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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.”
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Limestone Financial - Brockville Office
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Victor P. Dorey, Cfp, Clu, Rrc-Ig Wealth Management
The 24 firms listed for Brockville, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Brockville, ON
5 of the 24 firms we list are based in Brockville; the other 19 serve Brockville from towns including Kingston (82 km), Maitland (8 km) and Delta (35 km). 17 of the firms on this page have a rating, from 4.7 to 5.0 across 102 reviews. 1 is open on weekends. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer a free initial consultation and 2 list coupons or special offers. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 17 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Brockville offer a free first meeting?
2 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
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Becker Hillier Wealth Management
“I enjoy working with him as my financial advisor and working towards my and my wife's retirement plans.”
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Delta Creek Financial Advisors
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We-Finance
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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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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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Kingston Financial
“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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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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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.”
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True Life Insurance and Estate Solutions
“She is knowledgeable and always has her clients best interests in mind.”
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Herr Wealth Management
“Great communication throughout and she was instrumental in getting my claim processed for me.”
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Financial Horizons Group
“Without one positive thing to day about you !!!!!”
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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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Monarch Financial
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IPC Securities Corporation - Jeff Keill
“Amazing people who make you feel like you are an integral part of their business”
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My Team-Financial
“My self and my husband have been with Jeff Bennett for over 18 years now and he and the staff at the office are amazing!”
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Investment Planning Counsel
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Newport Private Wealth
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Freedom 55 Financial
Why these companies made our list
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