UK2 Canada Pension Transfers
“Got me a pension well done guys”
Best Financial Advisors near Elmira, ON
1 of these firms is based in Elmira; the others serve Elmira from towns including Waterloo, Cambridge and Guelph.
1 open weekends · 21 rated 4.5+ · 1 shows a licence
Data verified October 16, 2026
Clearrock Financial
Accotax CPA Professional Corporation
“Great service, quick response and filing, also in depth knowledge and experience.”
Book onlineBook
Wilmot Financial Services
“I especially love their patience and interest in educating their clients so they can understand parts of the financial world around them.”
Davlyn Financial Services
“We have total faith in the Davlyn team and highly recommended their service to anyone that wants a personal and successful service.”
Arete Financial
“He was able to help get our company set up with group benefits from inception to completion with a tremendous amount of patience and flexibility to our working environment.”
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 453 reviews; 2 have 50 or more reviews and 21 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), accounting (2), estate planning (2), group benefits (2) and insurance (2). 1 shows a licence on its website and 1 lists staff certifications (CFP). 12 have ten or more years of experience, the longest 27 years. 1 offers payment plans; 2 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; 22 publish a contact page; 20 list a public email and 2 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?
2 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.
Cornerstone CPA Professional Corporation
“He is a caring and compassionate professional who not only will get your taxes and numbers in order, he will help you manage your business so that you are financially sound.”
VFG Wealth
“You can easily tell he's passionate about what he does and thoroughly wants to help people achieve financial security.”
Book onlineBook
Hexavision Enterprise
“I joined Sunny Kochar's Financial freedom course and found Sunny to be very knowledgeable in financial planning & advice.”
Caissa
“Fantastic service , Kevin and his team do a great job .”
Martin Christopher Investments
“I've been working with him for a few years now to increase my financial situation & he has been a great teacher.”
Frost Wealth Management - iA Private Wealth
“I have been a client for years now and they have been fast to respond & execute on anything I need done.”
Book onlineBook
Howlett Financial Partners
“His personally tailored strategies have yielded us major wealth gains that we otherwise would not have realized.”
Shaughnessy Financial - Gary Shaughnessy
“Sandi and Gary are always helpful and friendly when assisting my family with all of our financial needs.”
Grey Silo Wealth
“Brandon took the time to explain everything thoroughly, answered all of our questions in a non-judgemental manner, and really helped my husband and I feel so much better about our financial future.”
Mountjoy Financial
“Mark is friendly, listens well, explains financial markets extremely well and responds to our needs/request promptly.”
Blair Financial Services
“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.”
Ogilvie Barsness Financial Group
“Overall, a very warm and friendly atmosphere!!!”
Vantage Wealth Management
“Our family is always thankful for David's communication and how we can meet with him anytime to discuss our financial goals and strategies.”
Opus Wealth Advisors
“Jan and I have been totally satisfied with how Murray and now Jake have handled our financial affairs for many years.”
BLA Private Wealth Raymond James
Arca Financial Group
“His dedication to his clients goes beyond just numbers—he takes the time to understand individual goals and ensures every decision is made with their best interest in mind.”
MAC
Cerullo Financial Services
Why these companies made our list
What clients say about firms near Elmira
- “Dino and team are amazing. They are very professional, knowledgeable, caring and prompt with answering questions we may have or following up with us with respect to our portfolio.” — client of VFG Wealth
- “I feel very comfortable knowing that Jason is looking after things for me and I appreciate his encouragement even though my portfolio isn’t huge.” — client of Arete Financial
- “Over the years Iain has gone above and beyond in order to continuously keep my portfolio working to meet my goals and needs which have changed over the years.” — client of Blair Financial Services
- “Their expert financial planning helped me put a plan in place for retirement and now I have greater peace of mind.” — client of Wilmot Financial Services
- “Del takes the time and is so patient in explaining the how's and the why's to the financial planning process.” — client of Wilmot Financial Services
Excerpts from public reviews of the firms listed on this page.
Is this page useful? Yes
No
Is there anything wrong with this page?
