Cornwall, ON

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Cornwall, ON
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Best Financial Advisors in Cornwall, ON

Handpicked from 40 vetted & reviewed Financial Planning & Wealth Management firms in the Cornwall area, discover the top 5 standout choices among the selected group of 24 finalists.

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Ming & Associates

Ming & Associates

(17)
Life & Disability Insurance, Investment Management, Financial Planning
“We have invested with Ming & Associates for over 25 years and have always appreciated the time and attention we receive regarding all of our questions and concerns.”
In Business Since 2002
113 Second St E, Cornwall, ON K6H 1Y5
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O'Farrell Wealth & Estate Planning | Assante Capital Management

O'Farrell Wealth & Estate Planning | Assante Capital Management

(1)
“She has taken the time to get to know us, educate us and help us understand our options and we feel we are in excellent hands with her and O'Farrell Financial and their team backing her up to ensure we are well taken care of.”
In Business Since 2020
108 Second St E Unit 103, Cornwall, ON K6H 0C9
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Terra Financial Corporation

Terra Financial Corporation

(2)
“Kathleen and the team at Terra Financial have done an excellent job for both us and our family.”
902 Second St W, Cornwall, ON K6J 1H7
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Freedom 55 Financial

Freedom 55 Financial

“We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook...”
In Business Since 2011
2017 Second St W B, Cornwall, ON K6H 5R6
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Adams Financial Group

Adams Financial Group

“We offer a range of services that are designed to cater to all aspects of your financial experience. Whether you're laying the groundwork for retirement, seeking to safeguard your family's financial future with life, disability or critical illness in...”
470 Pitt St, Cornwall, ON K6J 3R2
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99 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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Upper Canada Financial Services

Upper Canada Financial Services

In Business Since 2013
Serving Cornwall Area
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Tohme Accounting

Tohme Accounting

(29)
Bookkeeping Services, US Tax Filling, Estate Planning
“Not only he respond and do his job in a effective and fast manner but he also doing constant follow-up with you to ensure that everything is completed.”
In Business Since 2019
Free Initial Consultation
Serving Cornwall Area
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Montcalm & Assoc Financial

Montcalm & Assoc Financial

“At Montcalm and Associates we pride ourselves on meeting and exceeding our clients expectations, if you have any questions about any of our services or are in need of assistance with further information please contact us and we will be happy to assis...”
In Business Since 2009
Serving Cornwall Area
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Groupe Financier Signature

Groupe Financier Signature

(42)
  • Service
  • Insurance
  • Finance
“I believe it is a privilege for me to be able to benefit from the services of Alexandre Bergeron and Hugo Quenneville, he really listens to my needs and we adapted the service offerings to my situation brilliantly.”
In Business Since 2018
83 Rue Champlain, Salaberry-de-Valleyfield, QC J6T 1W4
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Icjc Valleyfield

Icjc Valleyfield

(16)
“Very very satisfied with my accountant Janick Cousineau fast service nothing to say and even that she helps me to open my own business wow thank you again Janick 🥰☺️ …”
In Business Since 2021
106 Rue du Marché, Salaberry-de-Valleyfield, QC J6T 1P7
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Azur Cabinet de Services Financiers

Azur Cabinet de Services Financiers

Entreprise, Individus, Famille
“Nous travaillons en collaboration et avec le soutien d'autres professionnels tels que comptables, fiscalistes, avocats et notaires ainsi que des gestionnaires de fonds afin de couvrir tous les aspects de vos projets.”
In Business Since 2015
291 Rue Sylvain-Lelièvre, Vaudreuil-Dorion, QC J7V 0C1
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Quenneville Walsh Private Wealth Management of Raymond James

Quenneville Walsh Private Wealth Management of Raymond James

(10)
  • Financial
“Their team comprises of highly skilled, knowledgeable, and approachable experts who not only make the pursuit of financial freedom achievable but also profoundly reassuring.”
In Business Since 2015
Serving Cornwall Area
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NMP Groupe Financier

NMP Groupe Financier

En Vue de la Retraite, Investissements, Assurances
“NMP Groupe Financier Inc. est un cabinet de services-conseils indépendant qui procure à ses clients des solutions de placements et de protection de patrimoine en partenariat avec Groupe Cloutier Investissements Inc. En faisant affaire avec le groupe,...”
In Business Since 2018
450 Rue Lyrette Suite 200, Salaberry-de-Valleyfield, QC J6S 5W1
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LD CPA Inc

LD CPA Inc

(2)
“Excellent service, Karl always takes the time to answer questions and their services always have good added value!”
450 Rue Lyrette suite 100, Salaberry-de-Valleyfield, QC J6S 5W1
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Arte Wealth Management Inc.

Arte Wealth Management Inc.

“Carte empowers you with industry-leading support, technology, tools, compliance & culture.”
455C Main Road, Hudson, Quebec J0P 1H0
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Services Financiers Francine

Services Financiers Francine

“C'est lors de ma dernière année d'étude en optométrie que j'ai décidé de travailler avec APEX Gestion Privée pour ma gestion de Patrimoine. Après avoir rencontré de nombreuses firmes dans ce domaine pendant mes études à l'Université de Montréal, c'es...”
388 Av. Saint-Charles, Vaudreuil-Dorion, QC J7V 2M6
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Josée Rainville Services Financiers Inc.

Josée Rainville Services Financiers Inc.

(1)
“Thank you Josée and Eric!”
Serving Cornwall Area
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Justin McHugh Financial Services

Justin McHugh Financial Services

“Les représentants en courtage et en épargne collective (« conseillers en fonds commun ») inscrits auprès de Patrimoine Manuvie inc. offrent des fonds communs de placement. Services d'Investissement Inc. Les produits et les services d'assurance sont v...”
Serving Cornwall Area
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Potvin Allard CPA Inc.

Potvin Allard CPA Inc.

“This is my personal website; i will host most of my projects here. additionally, i'm going to try to maintain my blog, where i'll share random stuff. enjoy browsing!”
17 Bd de la Cité-des-Jeunes suite 200, Vaudreuil-Dorion, QC J7V 0N3
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J&G Lemieux

J&G Lemieux

“Our goal is to help you find or review your personal financial situation to get the best benefits at the best price possible. We shop around from all the top insurance carrier in Canada and we will provide you with service & local support on products...”
In Business Since 1999
Free Initial Consultation
Serving Cornwall Area
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Proudfoot Financial

Proudfoot Financial

“Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Proudfoot Financial is a trade name used for dealer business activity only. Insurance products and services ...”
Serving Cornwall Area
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Tulett Matthews & Assoc

Tulett Matthews & Assoc

(1)
“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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Jubilee Financials Limited

Jubilee Financials Limited

(50)
  • Expertise
  • Term Life Insurance
  • Options
“Sohil's ability to explain policy wordings in simple terms was greatly appreciated, and his accessibility for any questions I had really made a difference.”
Emergency Services
107 Angelonia Cres, Ottawa, ON K1T 0Y6
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Everest Financial Services

Everest Financial Services

(42)
  • Team
  • Plan
  • Family
“We talked in length of my needs for the next 5 years, I am coming up on retirement and I was feeling skeptical about being able to maintain my lifestyle once I hit the big six five.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Retirement Planning and Investment Management Services in Cornwall, ON Cost Estimates

Minimum cost
$1225
Maximum cost
$10411
National Average
$3675
Avg Per Hour Rates
$368
$2450
$6737
Fair price range is based on 384 cost profiles
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Average Cost $3675
Minimum cost $1225
Maximum cost $10411
Avg Per Hour Rates $368

Fair range $2450 to $6737 is based on 384 cost profiles.

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Wealth Management Advisors near Cornwall

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