Best Financial Advisors in Cambridge, ON

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Cambridge area.

Arete Financial

Arete Financial

(30)
  • Understand
  • Goals
  • Team
“As an Estate Planning lawyer, I have known many financial planners, but I am truly impressed by the skills and acumen which Rav exercises in ensuring that his clients' objectives and needs are met.”
In Business Since 2000
CFP Certified
310 Queen St W, Cambridge, ON N3C 1G7
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Biggerpiggybank.com

Biggerpiggybank.com

(10)
Mortgage Renewals, Debt Consolidation, First Time Home Buyers
“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.”
In Business Since 2009
Transparent Fees & Pricing
141 Ainslie St N, Cambridge, ON N1R 3P4
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Davlyn Financial Services

Davlyn Financial Services

(1)
Investments, Group, Travel
“He's incredibly patient and thorough, and walked us through all our options.”
In Business Since 2008
1730 Bishop St N #3, Cambridge, ON N1T 1N5
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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.”
In Business Since 2010
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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Bradley Financial

Bradley Financial

(1)
“I would not hesitate to recommend Bradley Financial to anyone looking for investment, estate planning or life insurance guidance/advice.”
In Business Since 2011
Free Initial Consultation
1315 Bishop St N Suite 170, Cambridge, ON N1R 6Z2
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Cowan Asset Management

Cowan Asset Management

Manufacturing Insurance, Transportation Insurance, Not-For-Profit
“Protect your people, customers, the things you own and your revenue. Combine Group Benefits and custom insurance needs with Cowan and save.”
In Business Since 2001
705 Fountain St N, Cambridge, ON N1R 5T2
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Bigger Piggy Bank Wealth

Bigger Piggy Bank Wealth

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that...”
In Business Since 2018
Free Initial Consultation
574 Champlain Blvd, Cambridge, ON N1R 7V2
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Silver Compass Financial

Silver Compass Financial

“We provide customized solutions that consider your complete financial picture on an independent basis to enable you to make well-informed financial decisions. You can expect us to be professional and interested in every aspect of your life because yo...”
In Business Since 2011
Free Initial Consultation
55 Ainslie St N, Cambridge, ON N1R 3J3
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Northbridge Consultants

Northbridge Consultants

“Domestic and international competition is forcing Canadian businesses to develop new or improved products, increase productivity and expand sales in global markets. Financing for innovation or growth has always been a challenge for many companies in ...”
In Business Since 2002
100 Pinebush Rd, Cambridge, ON N1R 8J8
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Stewart Financial Services

Stewart Financial Services

“You are parents with young adults who need your help to navigate through this world of expensive education, ridiculous home prices and difficult job markets; you are empty-nesters taking a breath, discovering that you have saved $5 by age 50 with ret...”
In Business Since 2017
Franklin Office Suites, 800 Franklin Blvd Building C, Unit 9-10, Cambridge, ON N1R 7Z1
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Vancea Financial Group

Vancea Financial Group

“When you have a child with disability challenges it is a huge worry to parents whether you have things set up properly to handle their best interests after we are gone. We are thankful that during our yearly financial review discussions that you brou...”
In Business Since 2006
70 Cooper St, Cambridge, ON N3C 2N4
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Bradley Gaskin Marshall Financial Services Limited

Bradley Gaskin Marshall Financial Services Limited

“Providing security and protection for employees is a critical component in maintaining the health and prosperity of any business. Through the Cambridge Chamber of Commerce, member companies have the opportunity to offer one of the most comprehensive,...”
In Business Since 1998
18 Cambridge St, Cambridge, ON N1R 3R7
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Cole Gary Financial Services

Cole Gary Financial Services

Types of Investments, Mutual Funds, Investment Accounts
“Like the cube, proper portfolio construction requires forethought, dedication and practice. Each, and every move affects the other components. Unlike the cube however, portfolio construction also requires education, a determination to stay current on...”
In Business Since 1999
123 Wallace Dr, Cambridge, ON N1T 1K7
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Opus Wealth Advisors

Opus Wealth Advisors

(6)
  • Team
  • Investments
“As clients for over 25 yrs, we're still continually impressed by and grateful for the impeccable level of client care and expertise we get from the entire team at Opus Wealth Advisors.”
In Business Since 2014
745 Bridge St W Unit 3, Waterloo, ON N2V 2G6
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Noble Wealth Financial

Noble Wealth Financial

(6)
  • Team
  • Insurance
“Very helpful staff who was able to provide me all the information I need for my insurance.”
In Business Since 2010
675 Queen St S Suite 200, Kitchener, ON N2M 1A1
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DO Financial

DO Financial

(1)
Healthcare Spending Accounts (Hsa), Mortgages, Travel Insurance
“She is ready and able to talk to you about any concerns and as a bonus offers practical guidance and topics through their monthly Newsletters.”
In Business Since 2020
c/o Canada Life, 4295 King St E Ste 403, Kitchener, ON N2P 0C6
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Gord Evans - Financial Solutions

Gord Evans - Financial Solutions

(3)
“Great accountant had him for years excellent great guy”
In Business Since 2012
14 Peachwood Ave, Kitchener, ON N2B 1S9
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Elliott Financial Consultants

Elliott Financial Consultants

(1)
“He listens to us and then creates a financial plan that suits our family.”
In Business Since 2006
CFP Certified
50 Sportsworld Crossing Road #280, Kitchener, ON N2P 0A4
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Jcmortgages.ca

Jcmortgages.ca

(30)
  • Feel
  • Responsive
  • Market
“You took a previous experience which was nothing short of a nightmare and made this transaction seem like a dream Then today , I got a wonderful surprise delivered to my door !”
Offers Financing Options
In Business Since 2009
Licensed
299 Manitou Dr A2, Kitchener, ON N2C 1L5
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Ledgers

Ledgers

(21)
Educational Services, Personal Services, US Tax Services
“I just called a few different accountants (all the top rated ones in KW on Google) and despite being super busy Ledgers was by far the most helpful so far.”
In Business Since 1997
737 Belmont Ave W Suite 3, Kitchener, ON N2M 1P3
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Garcia Financial

Garcia Financial

(15)
Personal Taxes, Scientific Research & Experimental Development, Financial Planning & Analysis
“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.”
In Business Since 2014
Free Initial Consultation
905 Steepleridge Ct, Kitchener, ON N2P 0B4
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David Pipe

David Pipe

(23)
  • Pleasure
  • Property
  • Professional
“He answered all of our questions with honesty and professionalism and we were able to move forward knowing we were making the best and informed decision.”
15+ Years Experience
Licensed
304 Stone Rd W #3, Guelph, ON N1G 4W4
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Wise Numbers Consulting

Wise Numbers Consulting

(14)
Business Consultation, Books Catch-Up & Clean-up, Bookkeeping
“They understand that managing finances is not something that all entrepreneurs have had experience with before, and provide just the right level of explanation and encouragement to put you at ease.”
In Business Since 2020
Free Initial Consultation
5 Edinburgh Rd S Unit 3, Guelph, ON N1H 5N8
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Retirement Planning and Investment Management Services in Cambridge, ON Cost Estimates

Minimum cost
$1240
Maximum cost
$10538
National Average
$3720
Avg Per Hour Rates
$372
$2480
$6819
Typical price range is based on 494 cost profiles
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Average Cost $3720
Minimum cost $1240
Maximum cost $10538
Avg Per Hour Rates $372

Typical range $2480 to $6819 is based on 494 cost profiles.

Why these companies made our list

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