Best Financial Advisors in Centre Wellington, ON

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Centre Wellington area.

Hayhoe Team - Mandeville Private Client

Hayhoe Team - Mandeville Private Client

“To minimize the inevitable ups and downs that come with a reliance on the stock market, our conservative yet innovative approach to investing includes additional alternative asset classes such as private equity, mortgages, private debt, and instituti...”
In Business Since 2008
DEER RIDGE CENTRE, 4281 King St E Unit E, Kitchener, ON N2P 2E9
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Jack Financial

Jack Financial

(2)
“Financial advisors , tax preparations done .”
In Business Since 2013
Serving Centre Wellington Area
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Opus Wealth Advisors

Opus Wealth Advisors

(6)
  • Investments
  • Team
“Murray and his team have also helped me through that difficult period with the professional support and courtesy that I have come to expect from our lengthy and productive relationship”
In Business Since 2014
745 Bridge St W Unit 3, Waterloo, ON N2V 2G6
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David Pipe

David Pipe

(23)
  • Questions
  • Pleasure
  • Professional
“I was initially looking for guidance and advice which he was happy to provide - even if I didn't end up using his services (in this case I didn't as we both mutually agreed on).”
Licensed
15+ Years Experience
304 Stone Rd W #3, Guelph, ON N1G 4W4
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Wise Numbers Consulting

Wise Numbers Consulting

(14)
Payroll Services, Business Consultation, Bookkeeping
“I came to them in distress because I worked with an subpar tax preparer prior and I can't even explain the night and day difference between the two companies.”
Free Initial Consultation
In Business Since 2020
5 Edinburgh Rd S Unit 3, Guelph, ON N1H 5N8
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Devine and Associates Financial Services

Devine and Associates Financial Services

(30)
  • Insurance
  • Information
  • Knowledge
“I needed a sounding board for my investment portfolio; he was highly informed about the marketplace and advised me well based on my risk tolerance and family considerations.”
In Business Since 2000
413 Waterloo Ave, Guelph, ON N1H 3K3
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The Personal Coach

The Personal Coach

(16)
  • Team
  • Understanding
  • Instrumental
“And beyond simply results for their clients, they are kind, understanding, and most importantly (in the paraphrased words of Jim Collins), they are interestED in you, rather than simply trying to be interestING.”
In Business Since 2001
55 Northfield Dr E Suite 312, Waterloo, ON N2K 3T6
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Caissa

Caissa

(3)
Financial Statements, Plan Your Estate, Invest In Your Future
“Kevin and his team are second to none and I wouldn't hesitate to recommend them to anyone who is looking for a top notch accounting firm to handle their business needs.”
Offers Financing Options
Family Business
In Business Since 2017
350 Speedvale Ave W #8, Guelph, ON N1H 7M7
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Tier One Planning

Tier One Planning

(14)
  • Educated
  • Team
“Morgan and Martha are 2 professionals that keep your best interests in mind and provide expert advice with relation to Taxes, investments, estate and risk insurance.”
In Business Since 2008
343 Waterloo Ave, Guelph, ON N1H 3K1
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Shaughnessy Financial - Gary Shaughnessy

Shaughnessy Financial - Gary Shaughnessy

(11)
  • Team
  • Questions
“Gary has dealt with my Financials for 20 plus years, he is great to deal with, very professional, and always takes time to give my family and I the best options for our future.”
In Business Since 1999
610 McMurray Rd, Waterloo, ON N2V 2E7
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Blair Financial Services

Blair Financial Services

(8)
  • Family
“Over the years Iain has gone above and beyond in order to continuously keep my portfolio working to meet my goals and needs which have changed over the years.”
In Business Since 2011
490 Dutton Dr, Waterloo, ON N2L 6H7
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Truvisory Financial Services

Truvisory Financial Services

(7)
  • Investment
“We are known to Sushil for many years and during the last 5 plus years we have been very impressed with competence not only with his skillful placement of our financial goals but also with the very professional approach.”
In Business Since 2020
20 Bushmills Crescent, Guelph, ON N1K 1T5
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Northstar Wealth Management

Northstar Wealth Management

(3)
“For the first time in a long time we feel we finally have a solid investment and savings plan.”
Free Initial Consultation
In Business Since 2017
125 St George St W, Fergus, ON N1M 1H8
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IPC Investment Corporation - Ken White

IPC Investment Corporation - Ken White

(2)
Estate Planning, Counsel Portfolio Services, Cash & Credit Management
“He is a delight to meet with, has unique expertise and is passionate about helping families reach their goals.”
In Business Since 2010
221 Woodlawn Rd W B3, Guelph, ON N1H 8P4
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Royal City Asset Management

Royal City Asset Management

(2)
“They really take the time to make sure you're comfortable and that you have a good understanding of where your money is going and how it can work for you and your future.”
Free Initial Consultation
In Business Since 1999
291 Woodlawn Rd W Unit 5A, Guelph, ON N1H 7L6
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UK2 Canada Pension Transfers

UK2 Canada Pension Transfers

(1)
“Got me a pension well done guys”
Transparent Fees & Pricing
In Business Since 2007
355 Elmira Rd N Unit 140, Guelph, ON N1K 1S5
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Vision Financial Services

Vision Financial Services

(5)
“Excellent customer service, both by phone and by email, and the accountants are willing to spend extra time walking you through and extra questions you may have, even if not directly related to the work they did.”
In Business Since 2010
130 St Patrick St W, Fergus, ON N1M 1L5
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Eby Financial

Eby Financial

(1)
Wealth & Estate Planning, Insurance Solutions, Investment Management
“He has provided my family with exceptional service for well over a decade now.”
In Business Since 1998
410 Conestogo Rd, Waterloo, ON N2L 4E2
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Ogilvie Barsness Financial Group

Ogilvie Barsness Financial Group

(1)
Life Insurance and Living Benefits, Financial Planning, Financial Planning For Business Owners
“Overall, a very warm and friendly atmosphere!!!”
In Business Since 2022
470 Weber St N Suite 205B, Waterloo, ON N2L 6J2
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Wright Wealth

Wright Wealth

(5)
  • Investments
“He said he went looking for a knowledgeable buyer for his business who would put the clients' interest first.”
In Business Since 2019
317 Speedvale Ave E #4A, Guelph, ON N1E 1N3
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Rockwood Financial

Rockwood Financial

Insurance Services, Group Benefits, Investment Services
“We are committed to developing and maintaining strong, long-term client relationships. We help individuals and families to proactively direct your financial future, as well as business owners and corporations who seek to actively direct your financia...”
In Business Since 2012
9 Paisley St, Guelph, ON N1H 2N5
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Arca Financial Group

Arca Financial Group

Risk Management, Wealth Management, Business Strategy
“Mutual funds are offered through Manulife Securities Investment Services Inc. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Arca Financial Group Inc. Banking p...”
In Business Since 1999
237 Labrador Dr, Waterloo, ON N2K 4M8
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MAC

MAC

Wealth Management, US Taxation, Accounting
“As leaders in the accounting and financial services field since 1990, we know that numbers are important.We care about the bottom line as much as you do, which is why the team at MAC LLP offers valuable expertise and a comprehensive range of custom-d...”
In Business Since 1999
510 Weber St N, Waterloo, ON N2L 4E9
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Cerullo Financial Services

Cerullo Financial Services

“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...”
Free Initial Consultation
In Business Since 2018
420 Weber St N, Waterloo, ON N2L 4E7
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Retirement Planning and Investment Management Services in Centre Wellington, ON Cost Estimates

Minimum cost
$1213
Maximum cost
$10305
National Average
$3637
Avg Per Hour Rates
$364
$2425
$6668
Average price range is based on 411 cost profiles
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Average Cost $3637
Minimum cost $1213
Maximum cost $10305
Avg Per Hour Rates $364

Average range $2425 to $6668 is based on 411 cost profiles.

Why these companies made our list

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