Charlottetown, PE

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Charlottetown, PE
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Best Financial Advisors in Charlottetown, PE

Handpicked from 45 vetted & reviewed Financial Planning & Wealth Management firms in the Charlottetown area, discover the top 5 elite providers among the selected group of 24 finalists.

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Currie, Hughes & Associates Private Wealth Management

Currie, Hughes & Associates Private Wealth Management

(4)
“They have been very patient implementing changes we have requested and always follow-up with a phone call or email to ensure we understand and are in agreement with changes before they are made.”
80 Grafton St Suite 100, Charlottetown, PE C1A 1K7
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RMS Accounting & Bookkeeping

RMS Accounting & Bookkeeping

(3)
Accounting & Bookkeeping, E-Commerce & Inventory Management, Tax Accounting
“I did my Tax Returns from here and received my it in couple of weeks.”
In Business Since 2020
34 Woodward Dr, Charlottetown, PE C1A 6A7
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Matheson Grant Dr

Matheson Grant Dr

(1)
“He was a great family doctor and continues to be a great human being.”
In Business Since 2000
129 Water St, Charlottetown, PE C1A 1A8
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Cradle Wave Financial Group

Cradle Wave Financial Group

“Patrick Neary is an established Certified Financial Planner (CFP®) in Charlottetown, Prince Edward Island. Since 2005, Patrick Neary has successfully helped high net worth clients build and preserve their wealth and financial security. From highly pe...”
119 Queen St Suite 102, Charlottetown, PE C1A 4B3
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Cole Wealth Management

Cole Wealth Management

Individiual and Family, Mortgages, Business Solutions
“Lawrence Cole'sreasonfor becoming aFinancial Security Advisor isdeeply personal. Hesaw many friends and family struggling to find the help they needed to achieve their financial security goals. After years in the business, he hasdeveloped a reputatio...”
119 Queen St Suite 102, Charlottetown, PE C1A 4B3
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Manulife Securities Investment Services

Manulife Securities Investment Services

151 Great George St, Charlottetown, PE C1A 4K6
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Richard Russell Financial Advisor and Mortgage Broker

Richard Russell Financial Advisor and Mortgage Broker

“Richard Russell promotes financial growth, preservation, protection and transfer of wealth. Along with financial education, Richard helps families achieve financial clarity, grow net worth and achieve financial objectives. Richard provides financial ...”
In Business Since 2013
549 N River Rd Second Floor, Charlottetown, PE C1E 1J6
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TD Waterhouse

TD Waterhouse

“Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you're between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you ...”
In Business Since 1998
192 Queen St, Charlottetown, PE C1A 4B5
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Virtue Financial

Virtue Financial

(14)
Financial Advising, Retirement & Estates, Investment
“Not only did they find us a cost effective policy with a reputable insurance company, they made sure that we know what was happening every step of the way and had the policy set up in a way that would leave it open for changes and upgrades in the fut...”
Serving Charlottetown Area
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CU Financial Management

CU Financial Management

“CU Financial Management Ltd.is wholly owned by Atlantic Edge Credit Union Ltd,Brunswick Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, Community Credit Union Ltd,East Coast Credit Union Ltd, Valley Credit Union, Consolidated C...”
Serving Charlottetown Area
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Michael A Sullivan C.A.

Michael A Sullivan C.A.

601 Sherbrooke Rd, Summerside, PE C1N 4J8
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McLellan, Financial Advisory

McLellan, Financial Advisory

“Whether you seek personal financial growth or business sustainability, Advisory X is your trusted partner in navigating the intricate world of finance. Let us empower your journey towards a prosperous and secure future.”
Free Initial Consultation
1670 PE-11, Linkletter, PE C1N 5M1
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Retirement Planning Solutions

Retirement Planning Solutions

(30)
  • Team
  • Industry
  • Portfolio
“Remi aides in managing my portfolio of registered investments and has always offered what I consider to be the right amount of feedback, information and detail for my wife and I to make good investment decisions, based on our financial goals.”
890 Main St Suite 200, Moncton, NB E1C 1G4
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E6 International

E6 International

Services Overview, Virtual Cloud Accounting, Virtual CFO
“Hiring a fractional Chief Financial Officer (CFO) can be a game-changer for your business. A fractional CFO brings financial expertise and strategic guidance on a part-time basis, providing the benefits of a full-time CFO without the associated costs...”
In Business Since 2016
Transparent Fees & Pricing
Remote Consultations Available
50 Rue du Marché Suite 210, Dieppe, NB E1A 9K2
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Easyway Accounting

Easyway Accounting

(8)
“When I filed my taxes in 2020 for the first time with Easyway, I expressed my concerns about the past returns, and Praveen reworked all my returns since 2017, which resulted in more tax refunds because he found errors in my past returns.”
In Business Since 2021
512 Maplehurst Dr, Moncton, NB E1G
Featured

Easyway Accounting Ltd is an Accounting and Consulting firm based out of Moncton, NB. We provide quality professional services in Bookkeeping & Accounting, Tax Consulting, Company Incorporation, and Payroll processing. What differentiates us from other Tax Consultants is our distinctive and result-oriented approach towards results., we have grown not only in Tax Consultancy but also in the area of Business Advisory and Management consultancy.

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Discovery Financial Services

Discovery Financial Services

(4)
“Mitchel and the team at Discovery are very knowledgeable and recommend what is in the best interest of the client.”
In Business Since 2022
234 Church St, Moncton, NB E1C 5A5
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Maisey Financial Services

Maisey Financial Services

(2)
“Beautiful Price's”
100 Park St, Moncton, NB E1C 2B3
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The Planning Group

The Planning Group

(1)
“I got in contact with Justin, he was incredibly knowledgeable and took the time to shine light on stuff that I wasn't sure about.”
814 Main St, Moncton, NB E1C
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Inclusive Financial Planning

Inclusive Financial Planning

(1)
“Laura's non-judgemental and earnest approach to helping you with your finances is refreshing - especially in what can be an intimidating and stuffy industry.”
In Business Since 2022
7 Faulkner St, Truro, NS B2N 3T9
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Financial Foundations

Financial Foundations

“To better help us serve you with the information that will meet your lifestyle, age, and financial situation, we ask that you choose one of the following streams.”
19 Katherine Ave, Moncton, NB E1C 7M7
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Yhard Mortgages

Yhard Mortgages

(3)
“He will not only find you the right lender he will ease you through the whole process to help your dreams come true.”
Transparent Fees & Pricing
Serving Charlottetown Area
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Owens Macfadyen Group

Owens Macfadyen Group

Comprehensive Wealth Management
“In 1995, Bob Owens and Dave MacFadyen decided that good was not good enough. In order to achieve better results and ultimately best outcomes, their clients required an integrated and comprehensive approach. OMG has disrupted the financial services in...”
860 Main St, Moncton, NB E1C 1G2
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Groupe Financier Axis

Groupe Financier Axis

(2)
“Very knowledgeable in the investment field.”
1040 Champlain St Suite 305, Dieppe, NB E1A 8L8
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Charles Street Financial

Charles Street Financial

“Charles Street has been my personal financial advisor and confidants for over a decade. Not only have they given my family peace of mind for our financial planning and life insurance needs; they have also become one of my most valued business advisor...”
272 St. George St #320, Moncton, NB E1C 1W6
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Retirement Planning and Investment Management Services in Charlottetown, PE Cost Estimates

Minimum cost
$1219
Maximum cost
$10360
National Average
$3657
Avg Per Hour Rates
$366
$2438
$6704
Fair price range is based on 255 cost profiles
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Average Cost $3657
Minimum cost $1219
Maximum cost $10360
Avg Per Hour Rates $366

Fair range $2438 to $6704 is based on 255 cost profiles.

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