The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Centre Wellington area.
Learn how we score.
Prominent finalists A-Z in Centre Wellington
Blair Financial Services
Caissa
Cerullo Financial Services
Cornerstone CPA Professional Corporation
David Pipe
Devine and Associates Financial Services
Eby Financial
Gambit Wealth
Hayhoe Team – Mandeville Private Client
Hexavision Enterprise
MAC
Mason Capital
McGill Wealth – Manulife Securities
Ogilvie Barsness Financial Group
Opus Wealth Advisors
Rockwood Financial
Royal City Asset Management
Shaughnessy Financial – Gary Shaughnessy
The Personal Coach
Tier One Planning
Truvisory Financial Services
UK2 Canada Pension Transfers
Wilmot Financial Services
Wise Numbers Consulting
View Profile
Hayhoe Team - Mandeville Private Client
(2)
“From investments and tax advice to setting up my family trust all was so smooth and informative.”
i
View Profile
Mason Capital
“We are passionately driven with proven solutions to help business owners realize their financial and growth objectives. Our approach begins with investigation and analysis to build clarity. We then employ strategic thinking and execution planning to ...”
i
View Profile
Truvisory Financial Services
(20)
Knowledge
Goals
Insurance
“Given his background in finance and ability to explain the need and help choose the right Financial products, our family is quite happy to have him as our financial advisor .”
i
View Profile
The Personal Coach
(17)
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.”
i
View Profile
Power Wealth
(13)
Retirement
Knowledge
Plan
“Jaime not only has the knowledge and experience I am looking for in a financial advisor, but also the passion and patience to explain all of my options allowing me to feel confident in my plan.”
i
View Profile
Devine and Associates Financial Services
(48)
What we do, Client Portal, Investment Services
“We felt like our financial concerns were heard and he did a great job of breaking things down for us to make sure we left with a good understanding of where we are at with our finances.”
i
View Profile
Wilmot Financial Services
(48)
Estate Planning For Retirees, Group Benefits, Financial Planning For Incorporated Professionals
“The pride they take in their work is extremely evident, it was easy to communicate with them- even as my needs changed or new questions emerged- and I genuinely felt that their recommendations fully considered what was best for me.”
i
View Profile
David Pipe
(34)
Questions
Advice
Communication
“In addition to the many services other mortgage professionals provides, David went above and beyond in analyzing, advising and developed a holistic approach tailored for my mortgage needs.”
i
View Profile
Wise Numbers Consulting
(18)
Payroll, 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.”
i
View Profile
Cornerstone CPA Professional Corporation
(19)
Tax Tools, Newsletters, Financial Planning Tools
“I have been struggling with CRA for 2 years to have a GST/HST payment refunded to me that was in Tax Limbo, due to an error that was directed by a CRA representative when I first started to file.”
i
View Profile
Caissa
(5)
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.”
i
View Profile
Tier One Planning
(13)
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.”
“I have learned a lot and I'm positive that I would be not struggling unnecessarily when I retire and I would not burden my family if I'm no longer around just because I didn't put my affairs in order.”
i
View Profile
Shaughnessy Financial - Gary Shaughnessy
(11)
Team
Financial Services
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.”
i
View Profile
Blair Financial Services
(7)
Financial Advisor
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.”
i
View Profile
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.”
i
View Profile
Opus Wealth Advisors
(6)
Trust
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”
“Matt McGill is 100% professional in his approach to financial consulting.”
i
View Profile
Rockwood Financial
(1)
Insurance Services, Group Benefits, Investment Services
“We've been using Rockwood Financial for years and have always been impressed with their service and knowledge!”
i
View Profile
Cerullo Financial Services
Financial Planning, Will & Estate Planning, Loans & Mortgages
“Beyond traditional investments, Our team along with Optimize Wealth tailor strategies to align with your financial goals, lifestyle, and values. Our comprehensive planning considers all facets of your life, ensuring a balanced, empowered, and fulfill...”
i
Retirement Planning and Investment Management Services in Centre Wellington, ON Cost Estimates