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Velvet Financing
“Excellent place to go when everyone else turns their back on you due to tough situations that have happened like Covid.”
Best Financial Advisors in Chatham, ON
24 firms listed · 4 in Chatham · 2 open weekends · 22 rated 4.5+ · 1 shows a licence
Data verified October 16, 2026
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Balance Wealth Management Group
“Balance Wealth provided me with a life insurance policy to secure my business acquisition financing.”
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Harbour Planning Group
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Utley Financial Group
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MBI Financial
“Great personal attention and expertise to set up a TFSA.”
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Moe Mailloux Financial Services
“Go see Evan — best guy, and he can take care of whatever you need.”
The 24 firms listed for Chatham, 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: Chatham, ON
4 of the 24 firms we list are based in Chatham; the other 20 serve Chatham from towns including Windsor (73 km), Sarnia (66 km) and London (95 km). The firms on this page are rated from 4.0 to 5.0 across 142 reviews; 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (71%) and quality (57%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are insurance (5), estate planning (3), investments (3) and retirement planning (2). 1 shows a licence on its website and 1 lists staff certifications (CFP). Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 21 publish a contact page; 18 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Chatham listed here?
4 of the 24 firms are in Chatham itself. The rest come from other towns within 100 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
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Haldenby Financial Group - Investia Petrolia
“Have my grandchildren's education account with this company.”
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Financial Planner at BMO
“He provided a great explanation in our recommended strategy to ensure that we both understood the advice and the best steps for our financial situation.”
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Pedlar Financial - Sterling Mutuals
- Investor
- Intelligent
- Markets
“Through our conversations you can certainly tell he cares about his clients and he's a wealth of knowledge when it comes to the explaining the complex investment markets.”
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Gary Corriveau, CFP
- Family
- Information
- Knowledge
“Putting these important components in the same place has made them all work together in a more efficient manner to create the stability I need today while saving for tomorrow.”
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Ford City Financial
“Always a pleasure to deal with and very helpful and informative and great customer service.”
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Don Carey Financial
- Insurance
“It has been a pleasure working with Don - he has been incredibly kind, helpful, and patient throughout the process of setting up my life insurance policy.”
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Creighton Financial Group
- Family
“Compared to my previous financial planner, David is very approachable and available to provide advice and work for your needs at any opportunity necessary.”
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Copper Tree Financial
“If you are struggling with how to manage your finances, looking for better ways to save your hard earned money, and enjoy having your money work for you then this is the place that will help!”
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Slater Wealth Management
“They make sure you are comfortable with the risk level and performance of your investments by reviewing both frequently.”
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O'Kane Financial Group
“She knows where to put your money to make the most money in a bull market because she knows how important it is to make money for her clients and not just to make her commission like majority of the unmotivated advisors do.”
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SPM Financial
- Insurance
“His knowledge of various financial and insurance products has proved extremely useful in outlining my personal financial plan, and he consistently demonstrates his commitment to providing outstanding client service.”
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Horizon Financial Group
“Go the distance to ensure you leave with a solid understanding of where your money is going.”
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Seguin Financial Group
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Brown & Associates / Sterling Mutuals
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IPC Securities Corporation
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Plater Financial
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Davies Financial - Sterling Mutuals
“Ben has been doing wonders for my mom's account for years and is available for help almost anytime.”
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IG Private Wealth Management
- Plan
- Team
- Goals
“We were brought to Robert and his team through a family member and we couldn't be happier with our decision to make the plunge with a financial planner.”
Retirement Planning and Investment Management Services in Chatham, ON Cost Estimates
Minimum cost
$1237
Maximum cost
$10511
National Average
$3710
Avg Per Hour Rates
$371
$2473
$6801
Average price range is based on 463 cost profiles
Why these companies made our list
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