Best Financial Advisors in Elmira, ON

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Elmira area.

UK2 Canada Pension Transfers

UK2 Canada Pension Transfers

(1)
“Got me a pension well done guys”
In Business Since 2007
Transparent Fees & Pricing
355 Elmira Rd N Unit 140, Guelph, ON N1K 1S5
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Clearrock Financial

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...”
In Business Since 2013
15 Industrial Dr, Elmira, ON N3B 2S1
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Pixel Financial Group

Pixel Financial Group

“Insurance products, including segregated fund policies, are offered through Pixel Financial Group Inc., and Sandra Radcliffe, Jacob William Radcliffe, Melissa Gardiner, Kevin O'Donnell, Karen Chisholm, Matt Schieck and Bret McLaughlin offer mutual fu...”
In Business Since 2018
6 William St, Elmira, ON N3B 1N9
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Noble Wealth Financial

Noble Wealth Financial

(4)
  • Team
“She treats the clients as friends and is always patient and professional on all our requests and inquires.”
In Business Since 2010
Family Business
Free Initial Consultation
123 Pioneer Dr unit 208, Kitchener, ON N2P 2A3
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Opus Wealth Advisors

Opus Wealth Advisors

(6)
  • Team
“Most importantly, we have complete trust that our investments and retirement planning are in good hands - we would not hesitate to recommend Murray, Jake and the whole Opus Wealth team!”
In Business Since 2014
745 Bridge St W Unit 3, Waterloo, ON N2V 2G6
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GE Solutions

GE Solutions

(3)
“He is a great source of information and provides easy to use tools to help you organize everything.”
14 Peachwood Ave, Kitchener, ON N2B 1S9
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Grey Silo Wealth

Grey Silo Wealth

(1)
“Wonderful service!”
155 Frobisher Drive J-103 & J-104, Waterloo, ON N2V
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Elliott Financial Consultants

Elliott Financial Consultants

(1)
“He listens to us and then creates a financial plan that suits our family.”
20 Bella St, Cambridge, ON N3C 2M7
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DO Financial Canada

DO Financial Canada

(1)
Insurance & Investment Products & Services, Mortgages, Retirement Planning
“She is ready and able to talk to you about any concerns and as a bonus offers practical guidance and topics through their monthly Newsletters.”
85 Cranarch Crescent Se, Calgary, AB, T3M 2J2
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Accotax CPA Professional Corporation

Accotax CPA Professional Corporation

(44)
Accounting, Bookkeeping, Financial Advisory Services
“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.”
Free Initial Consultation
900 Jamieson Pkwy Unit 12, Cambridge, ON N3C 4N6
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Devine and Associates Financial Services

Devine and Associates Financial Services

(48)
Home, Insurance Services, News
“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.”
413 Waterloo Ave, Guelph, ON N1H 3K3
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Wilmot Financial Services

Wilmot Financial Services

(45)
Investing For Professionals, Families, Travel 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.”
181 St Andrew St E Unit #6, Fergus, ON N1M 1P9
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Jcmortgages.ca

Jcmortgages.ca

(50)
  • 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.”
Licensed
Offers Financing Options
Kitchener, ON
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Davlyn Financial Services

Davlyn Financial Services

(26)
Insurance, Retirement Income Planning, Group Benefits
“I value my regular financial updates which instill confidence that I am on track with my financial strategies and that I can continue to live a comfortable and enjoyable retirement.”
In Business Since 2008
1730 Bishop St N #3, Cambridge, ON N1T 1N5
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Vancea Financial Group

Vancea Financial Group

(28)
  • Team
  • Family
  • Future
“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.”
In Business Since 2006
70 Cooper St, Cambridge, ON N3C 2N4
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Ledgers

Ledgers

(21)
Charities & Npo's, Personal Services, US Tax Services
“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...”
In Business Since 1997
737 Belmont Ave W Suite 3, Kitchener, ON N2M 1P3
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Arete Financial

Arete Financial

(31)
  • 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.”
CFP Certified
310 Queen St W, Cambridge, ON N3C 1G7
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Martin Christopher Investments

Martin Christopher Investments

(19)
  • Plan
  • Educated
“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.”
In Business Since 2013
650 Riverbend Dr Suite A2, Kitchener, ON N2K 3S2
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Cornerstone CPA Professional Corporation

Cornerstone CPA Professional Corporation

(15)
Financial Planning Tools, Newsletters, Tax Tools
“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!”
100 Crimea St suite b5, Guelph, ON N1H 2Y6
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Truvisory Financial Services

Truvisory Financial Services

(19)
  • Needs
  • Insurance
  • Advisor
“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.”
20 Bushmills Crescent, Guelph, ON N1K 1T5
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Caissa

Caissa

(4)
Build Your Business, Keep Your Money, Relax in Your Retirement
“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.”
Offers Financing Options
Family Business
350 Speedvale Ave W #8, Guelph, ON N1H 7M7
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The Personal Coach

The Personal Coach

(16)
  • Business
  • Financial Services
  • 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.”
55 Northfield Dr E Suite 312, Waterloo, ON N2K 3T6
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Howlett Financial Partners

Howlett Financial Partners

(12)
  • Confidence
  • Goal
  • Strategies
“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.”
In Business Since 2020
137 Glasgow St Unit 201, Kitchener, ON N2G 4X8
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Shaughnessy Financial - Gary Shaughnessy

Shaughnessy Financial - Gary Shaughnessy

(11)
  • Questions
  • 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.”
In Business Since 1999
610 McMurray Rd, Waterloo, ON N2V
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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
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 383 cost profiles.

Why these companies made our list

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