Devine and Associates Financial Services
“James is easy to talk to and makes your finances easy to understand.”
Best Financial Advisors near Centre Wellington, ON
These firms serve Centre Wellington from nearby bases in towns including Guelph, Fergus and Waterloo.
15 firms listed · 2 open weekends · all 15 rated 4.5+ · 2 show a licence
Data verified October 21, 2026
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David Pipe
“He explained everything throughout the process in enough detail to ensure we were comfortable and made the experience as stress free as possible”
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Wilmot Financial Services
“Not only are they extremely knowledgable, they consistently go out of their way to provide exceptional customer service.”
Cornerstone CPA Professional Corporation
“I've met with Gary several times and I've found that he's knowledgeable and understands the concepts of self-employed inviduals.”
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Hexavision Enterprise
“Through our weekly meetings, he has helped me maintain and restructure my financial lifestyle for success.”
Tier One Planning
“They never grew impatient with our questions no matter how many times we asked for clarification.”
The 15 firms listed for Centre Wellington, 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: Centre Wellington, ON
The 15 firms on this page are rated from 4.5 to 5.0 across 320 reviews; 3 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), group benefits (2), insurance services (2) and investment services (2). 2 show a licence on their websites. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Centre Wellington take financial planning bookings online?
3 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Mountjoy Financial
“Mark had a wealth of experience and provides solid advice while giving you room to do what you want.”
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Wright Wealth
“Trevor is great to deal with - always takes the time discuss your needs so he can provide the best advice/service possible.”
UK2 Canada Pension Transfers
“Got me a pension well done guys”
Opus Wealth Advisors
“Most importantly, we have complete trust that our investments and retirement planning are in good hands - we would not hesitate to recommend Murray, Jake and the whole Opus Wealth team!”
Rockwood Financial
“We've been using Rockwood Financial for years and have always been impressed with their service and knowledge!”
Arca Financial Group
“His commitment to seeing others thrive is clear, and he always goes the extra mile to offer thoughtful advice and support.”
Philotimo Wealth Management
“They're friendly, knowledgeable, and genuinely take the time to explain things in a way I can understand”
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Northstar Wealth Management
“He's consistently willing to answer any questions we have, and cares about doing what's best for us!”
Investment Portfolio Design
Why these companies made our list
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