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The Financial Centre of Collingwood
“Very professional Staff and friendly …”
Best Financial Advisors in Collingwood, ON
The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Collingwood area.
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Jaguar Capital
Financial Management, Jaguar Capital’s Success, Governance
“Jaguar Capital, led by Gerard Buckley, is an invaluable resource for growth companies that want to continue stable growth by ensuring that a proper governance structure is in place.”
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Bluerock Wealth Management
“At BlueRock Wealth Management Inc., our mission is to provide comfortable solid advice that fits your personal or business roadmap. Our clients are serious about their future, whether they're new to financial planning or knowledgeable about investmen...”
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IPC Investment Corporation - Bernd Niermann
“We are a dynamic team of efficient and devoted real estate agents in Gatineau. Our mission is to always be attentive to your needs in order to provide you with quality professional service and to accompany you throughout the process of selling and bu...”
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Dean Taylor, Financial Advisor - Assante Capital Management
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First Affiliated
“Financial wealth is wonderful – but can create daunting complexities for even the most financially astute. Guidance is required from many advisors (i.e. legal, insurance, financial, investment, tax), but often lacks strategic integration. Marketing a...”
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Team Approach Planning
“Brian's favourite medium for painting is water colour. His themes often depict people, landscapes, and water. His passion for painting, coupled with his friendly and caring personality, have been catalysts in triggering the demand for his work. He ha...”
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Wasaga Tax & Accounting
Personal Income Tax, RSP Savings Assessments, Business Accounting
“For many years always prompt and professional”
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Tundra
Emergency Management, Training, Industrial Safety & Maintenance
“Tundra assists both individuals and organizations navigate their exposure to risk organizational risks, particularly in relation to working in emerging and frontier market situations. These services includes due diligence services on project business...”
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Walker Financial Services
- Boat
“They made the process very simple from day one we were pre approved over the phone in a matter of minutes.”
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Gardhouse Financial Counsel
Rates, Small Business Financial Services, Personal Financial Services and Products
“I found that going with Gardhouse was way easier (I was able to submit a lot of the stuff via email) and my return was way better than before - not sure if it was magic or if they found things that HR Block missed.”
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Infinite Financial
- Professional
“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”
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Corporate Solutions
Shareholder Planning, Tax Planning, Presentations
“They clearly care about their clients and understand the intregal role insurance has when creating, maintaining and passing on wealth.”
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Georgian Shores Wealth Management - Larry Buckley
“I have been dealing with shawn davy for years, very professional.”
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Morgan & Partners
“We take an individualized approach to each financial situation we encounter and provide a solution that will match your specific needs and financial constraints. In addition to our personalized approach, we are also able to provide flexible schedulin...”
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Financial Empowerment
Segregated & Mutual Funds, Critical Illness Insurance, Business Owners
“Mortgage referrals and insurance products, including segregated fund policies, are offered through Financial Empowerment Inc., and Michael Suter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.”
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Premier Financial Planning Services
“She took the time to understand all aspects of our income sources and spending habits, then put together a detailed plan of how and when to draw from our various sources, based on our specific needs.”
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Aimee Lococo-Sarabura, CPA
Bookkeeping Services, Tax Services, Accounting Services
“She's always available and responds quickly, her communication is very good and her team is amazing.”
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Alliston Financial - Investment Planning Counsel
“Anytime I need support they're there to help me!”
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RBA Financial Group
“We use an active, hands-on approach that takes into account how changing one element of your finances affects other aspects. That is how we identify the optimum way to get the best overall results, whether it involves capital gains harvesting, RIF de...”
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Blair Stotesbury, Chartered Professional Accountant
Estates & Trusts, Business Planning, Financial Planning
“Excellent skill and very friendly.”
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4 Pillars Consulting - Debt Relief Specialists
“If you are holding off in making a decision towards dealing with debt, hold off no more.”
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Lilley Financial Group
“Worked with Mike, he was very professional, and always available anytime I called.”
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Simcoe Wealth | Manulife Wealth
“Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Simcoe Wealth is a trade name used for dealer business only. Insurance products and services are offered thro...”
Retirement Planning and Investment Management Services in Collingwood, ON Cost Estimates
Minimum cost
$1207
Maximum cost
$10254
National Average
$3619
Avg Per Hour Rates
$362
$2413
$6635
Average price range is based on
285 cost profiles
Why these companies made our list
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