Best Financial Advisors in Collingwood, ON

10 firms listed · 5 in Collingwood · 4 rated 4.5+

Data verified October 16, 2026

Bluerock Wealth Management

Bluerock Wealth Management

Coupons & offers
115 Hurontario St
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The Financial Centre of Collingwood

The Financial Centre of Collingwood

5.0 4 reviews
“For the first time in my life, I have an entire team of people working to achieve my goals.”
Prices online
59 Hurontario St
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Fraser Willson Cfp, CIM - Cibc Wood Gundy

Fraser Willson Cfp, CIM - Cibc Wood Gundy

5.0 1 review
“Really understands my situation and builds a plan around it.”
Since 1993
1 Hume St Suite 103
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Assante Capital Management

Assante Capital Management

Since 2014
142 Hume St
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First Affiliated Holdings

First Affiliated Holdings

Free phone consultationSince 1989
45 Fourth St E
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Wasaga Tax & Accounting

Wasaga Tax & Accounting

3.8 9 reviews
“For many years always prompt and professional”
Since 2012
Wasaga Beach, ON · 16 km from Collingwood
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The 10 firms listed for Collingwood, 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: Collingwood, ON

5 of the 10 firms we list are based in Collingwood; the other 5 serve Collingwood from towns including Meaford (35 km), Wasaga Beach (16 km) and Elmvale (34 km). 7 of the firms on this page have a rating, from 3.8 to 5.0 across 46 reviews; 4 are rated 4.5 or higher. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1993. 1 lists coupons or special offers. We have a website on file for all 10 of the firms on this page; 6 publish a contact page; 6 list a public email and 2 take 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 Collingwood listed here?

5 of the 10 firms are in Collingwood itself. The rest come from other towns within 40 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

Gardhouse Financial Counsel

Gardhouse Financial Counsel

4.4 10 reviews
“We have been using Gardhouse Financial for a number of years now and are very pleased with the level of service and attentiveness.”
Serves Wasaga Beach, Collingwood +4Since 2011Prices online
Meaford, ON · 35 km from Collingwood
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Cvfs - Clearview Financial Solutions

Cvfs - Clearview Financial Solutions

5.0 1 review
“Tracy is absolutely fantastic to work with, always making sure our information is accurate and up to date.”
Free consultationSince 2007
Elmvale, ON · 34 km from Collingwood
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Lilley Financial Group

Lilley Financial Group

5.0 2 reviews
“Worked with Mike, he was very professional, and always available anytime I called.”
Serves OntarioSince 1997
Hillsdale, ON · 37 km from Collingwood
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Green Peak Securities

Green Peak Securities

Meaford, ON · 35 km from Collingwood
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HomeWealth Management AdvisorsOntarioCollingwood, ON

Why these companies made our list

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