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Best Financial Advisors near Elmira, ON
1 of these firms is based in Elmira; the others serve Elmira from towns including Guelph, Kitchener and Cambridge.
2 open weekends · 21 rated 4.5+ · 2 show a licence
Data verified October 16, 2026
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Clearrock Financial
“Our clients understand that long-term wealth creation starts with financial goals. Those same goals become the building blocks for the creation of a financial plan that will allow them to create the wealth they need to live a dignified and independen...”
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Accotax CPA Professional Corporation
- Knowledge
- Questions
- Paying
“He recognized that what may be obvious to a Canadian taxpayer may not be as clear to someone like me, and thus he approached the process with a curious, courteous and helpful attitude.”
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Devine and Associates Financial Services
- Questions
- Advice
- Health
“We also appreciate that we are not just another account with a big firm that gets lost in the void, but feel we have a good personal relationship with Darren and the team too, and that they are looking out for us.”
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Irvin Accounting & Tax Services
- Efficient
- Prices
- Team
“I wholeheartedly endorse Navneet for anyone in search of a dependable, knowledgeable, and devoted accountant who genuinely prioritizes their clients' financial well-being and provides cost-effective services.”
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Wilmot Financial Services
- Questions
- Meeting
- Life Insurance
“He is trustworthy, reliable, personable, accommodating (meets us at our home in the evenings) and has always provided us with good advice and guidance as we've worked together to meet our financial needs at each stage of our family's lives.”
The 24 firms listed for Elmira, 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: Elmira, ON
23 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 1,002 reviews; 5 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (76%) and quality (63%). The topics that come up most in reviews of the firms on this page are "knowledge", "understanding" and "efficient". 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (2), group benefits (2) and insurance (2). 2 show a licence on their websites and 1 lists staff certifications (CFP). 10 have ten or more years of experience, the longest 29 years. 3 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 23 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Elmira offer a free first meeting?
3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
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Jcmortgages.ca
- Team
- Transaction
- Lawyer
“She was so quick to get back to me whenever I reached out to her ( and it was a lot ) Honestly she made such a stressful and scary situation such an ease on us and I couldn't have found anyone better to help me during this process.”
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ND Professional Corporation CPA
- Tax Filing
- Communication
- People
“From the first phone call I made to them they simplified everything and made it really easy for me to get my taxes done on time and with all the accurate information.”
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Davlyn Financial Services
- Team
- Goals
- Financial Planner
“I've been with Davlyn only a short time now, but already know that I made the right choice coming to them, not to mention the attention to detail and the friendly, personal touch you get when someone's minding the store.”
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Vancea Financial Group
- Team
- Family
- Market
“My husband and I have been investment clients of Vancea Financial Group, specifically with Dino Ferrera, for many years now after leaving CIBC due to constant personnel switches.”
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Ledgers
- Financial
“Shabbir to discuss some of my accounting needs, and I found both gentlemen very professional, Knowledgeable and they answer all my questions extremely well, I would say we are lucky to have such a very knowledgeable and professional people in our co...”
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Cornerstone CPA Professional Corporation
- Questions
- Information
- Knowledge
“I never enjoyed dealing with CRA (I know I'm not alone) and often struggled with anxiety around the bookkeeping component of my job but Gary has completely eased ALL my anxiety with his guidance, understanding and friendly persona!”
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Arete Financial
- Knowledge
- Financial Advisor
- Team
“We trust their advise and appreciate their professional approach and understanding of investing, while maintaining the personal touch in dealing with the client that Jason and staff have provided over the years.”
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Truvisory Financial Services
- Needs
- Family
- Solution
“We are known to Sushil for many years and during the last 5 plus years we have been very impressed with competence not only with his skillful placement of our financial goals but also with the very professional approach.”
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Martin Christopher Investments
- Plan
- House
- Understand
“Mason helped us start small to plan for our wedding, but has continued to help us set up the systems to looked beyond that to save for continuing education, career changes and so much more.”
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The Personal Coach
- Business
- Strategies
- Knowledge
“Juli knows what questions to ask, and listens with both her heart AND her expertise (both of which are huge) - and then somehow "lasers" in on the single most crucial next step towards steady, incremental growth.”
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ALT Caret CPA Bookkeeping, Accounting and Tax Services
- Price
“She brings in-depth real business experience and has been instrumental to our success @ EcoChalet.”
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Caissa
“Kevin and his team are second to none and I wouldn't hesitate to recommend them to anyone who is looking for a top notch accounting firm to handle their business needs.”
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Howlett Financial Partners
- Confidence
- Goal
- Puzzle
“He's aided my family in setting up our elderly mother's finances when she was no longer able to manage them, giving confidence that she can afford to live where she's comfortable and receives the care she requires.”
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Hexavision Enterprise
- To Learn
- Financial Planning
- Knowledge
“When I asked why he was willing to share such valuable information, especially since I could use these strategies for myself, he explained that his purpose is to educate people because no one else is doing it.”
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Shaughnessy Financial - Gary Shaughnessy
- Questions
- Financial Services
- Team
“Gary has dealt with my Financials for 20 plus years, he is great to deal with, very professional, and always takes time to give my family and I the best options for our future.”
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Whitewater Financial
- Team
“The entire team at WhiteWater have been outstanding in meeting and exceeding our family's financial planning needs over the past 10 years.”
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Blair Financial Services
- Family
- Financial Advisor
“Iain's advice has served my family and me well all these years, and whenever the topic of financial advisors comes up in conversation I always mention Iain and recommend him.”
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Royal City Asset Management
“They really take the time to make sure you're comfortable and that you have a good understanding of where your money is going and how it can work for you and your future.”
Retirement Planning and Investment Management Services in Elmira, ON Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 383 cost profiles
Why these companies made our list
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