Elora, ON

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Elora, ON
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Best Financial Advisors in Elora, ON

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Elora area.

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Mountjoy Financial

Mountjoy Financial

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that...”
In Business Since 2023
Free Initial Consultation
294 E Mill St unit 114, Elora, ON N0B 1S0
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Wilmot Financial Services

Wilmot Financial Services

(45)
Families, Investing For Professionals, Financial Planning For Incorporated Professionals
“Then Del worked with us to gather all the information around our current portfolio assets and current income streams and really get a handle on what we had.”
181 St Andrew St E Unit #6, Fergus, ON N1M 1P9
Featured

Happy to share a big achievement within our team! Del has recently obtained 2 new designations to add to his collection! 1. Chartered Life Underwriter (CLU) designation 2. Registered Financial Retirement Advisor (RFRA) designation Both of these designations have allowed Del to have a deeper understanding of estate planning, optimizing wealth transfer strategies & risk management for individuals, business owners & professionals. These accomplishments are a testament to Del's dedication to staying at the forefront of industry knowledge, ensuring that our clients receive the highest level of service & advice. Congratulations, Del!

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Cornerstone CPA Professional Corporation

Cornerstone CPA Professional Corporation

(15)
Financial Planning Tools, Newsletters, Tax Tools
“Someone, such as myself, who has experience in the finance and accounting field, and who's worked with accountants, I can say that Gary is very professional and good at what he does.”
100 Crimea St suite b5, Guelph, ON N1H 2Y6
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Vision Financial Services

Vision Financial Services

(6)
“Excellent customer service, both by phone and by email, and the accountants are willing to spend extra time walking you through and extra questions you may have, even if not directly related to the work they did.”
Free Initial Consultation
130 St Patrick St W, Fergus, ON N1M 1L5
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Hexavision Enterprise

Hexavision Enterprise

(1)
Wealth Building, Financial Planning, Retirement Planning
“I recommend this, Hexavision suggested me rewarding money investment strategies.”
LIC#17161321
Free Initial Consultation
45 Lewis Rd Unit-1, Guelph, ON N1H
FAQs
Are there any hidden costs for Mentorship Program?
No, there are absolutely no hidden costs. Our mentorship program is entirely free for committed individuals who want to transform their generational wealth.
What level of commitment is required for the mentorship program?
We provide as well as demand a high level of commitment from participants. Financial transformation requires dedication, active engagement, and a willingness to follow the mentorship journey.
Will the program be overwhelming for someone with limited financial knowledge or resources?
Not at all. Our program is designed to be accessible for individuals at all levels of financial expertise or resources. We provide the knowledge base, guidance and support to any one with the right mindset to transform their financial future.
Can I leave the program at any time if it doesn't meet my expectations?
Absolutely, you have the freedom to leave the program at any time if it doesn't meet your expectations. At the same time, we find that you are not actively engaged or committed to the program, we may suggest that it's not the best fit and drop you from the mentorship program.
You can find more info on the FAQ page of our website.
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MAC

MAC

(1)
Accounting, US Taxation, Wealth Management
“Thanks for job”
In Business Since 1999
510 Weber St N, Waterloo, ON N2L
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McGill Wealth – Manulife Securities

McGill Wealth – Manulife Securities

(1)
Medical Professionals, Services & Solutions Overview, Asset Management
“Matt McGill is 100% professional in his approach to financial consulting.”
275 Hanlon Creek Boulevard Suite 1, Guelph, ON N1C 0A1
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Skyline Wealth Management

Skyline Wealth Management

(4)
“Can't say enough of the staff and the service we have gotten from Skyline.”
5 Douglas St, Guelph, ON N1H 2S8
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Devine and Associates Financial Services

Devine and Associates Financial Services

(48)
Insurance Services, Home, Investment Services
“Darren was very professional, and knowledgeable when I called last spring for an impromptu consultation about LTD insurance and critical illness coverage.”
413 Waterloo Ave, Guelph, ON N1H 3K3
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David Pipe

David Pipe

(31)
  • Communication
  • Professional
  • Property
“He answered all of our questions with honesty and professionalism and we were able to move forward knowing we were making the best and informed decision.”
15+ Years Experience
Transparent Fees & Pricing
Licensed
304 Stone Rd W #3, Guelph, ON N1G 4W4
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Wise Numbers Consulting

Wise Numbers Consulting

(18)
Books Catch-up, Bookkeeping, Consultation
“They understand that managing finances is not something that all entrepreneurs have had experience with before, and provide just the right level of explanation and encouragement to put you at ease.”
Free Initial Consultation
5 Edinburgh Rd S #3, Guelph, ON N1H 5N8
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Martin Christopher Investments

Martin Christopher Investments

(19)
  • Plan
  • Educated
“He then carefully explained to me the questions that measure my risk tolerance, and used examples to make me understand the indicators and my own risk tolerance well.”
In Business Since 2013
650 Riverbend Dr Suite A2, Kitchener, ON N2K 3S2
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Truvisory Financial Services

Truvisory Financial Services

(19)
  • Insurance
  • Needs
  • Knowledge
“I took quite some time to move with his services, but not at any point I felt like he is pushing for closure and that was one of the big turning point for me.”
20 Bushmills Crescent, Guelph, ON N1K 1T5
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Caissa

Caissa

(4)
Keep Your Money, Build Your Business, Invest In Your Future
“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)
  • Financial Services
  • Business
  • Instrumental
“I have had the pleasure of working with Juli and the Personal Coach team for many years now, and feel it has been a great investment to help build our business and keep our clients happy.”
55 Northfield Dr E Suite 312, Waterloo, ON N2K 3T6
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Tier One Planning

Tier One Planning

(12)
  • Team
  • Educated
“Morgan and Martha are 2 professionals that keep your best interests in mind and provide expert advice with relation to Taxes, investments, estate and risk insurance.”
343 Waterloo Ave, Guelph, ON N1H 3K1
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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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Blair Financial Services

Blair Financial Services

(7)
  • 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.”
In Business Since 2011
490 Dutton Dr, Waterloo, ON N2L 6H7
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IPC Investment Corporation - Ken White

IPC Investment Corporation - Ken White

(2)
Charitable Giving, Private Wealth, Cash & Credit Management
“Many of our clients at Disability Tax Results have had Ken set up their RDSP and they are extremely happy with the results.”
In Business Since 2010
221 Woodlawn Rd W B3, Guelph, ON N1H 8P4
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Royal City Asset Management

Royal City Asset Management

(2)
“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.”
In Business Since 1999
Free Initial Consultation
291 Woodlawn Rd W Unit 5A, Guelph, ON N1H 7L6
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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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Eby Financial

Eby Financial

(1)
Investment Management, Insurance Solutions, Wealth & Estate Planning
“He has provided my family with exceptional service for well over a decade now.”
In Business Since 1998
410 Conestogo Rd, Waterloo, ON N2L
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Rockwood Financial

Rockwood Financial

(1)
Financial Planning, Investment Services, Group Benefits
“We've been using Rockwood Financial for years and have always been impressed with their service and knowledge!”
9 Paisley St, Guelph, ON N1H 2N5
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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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Retirement Planning and Investment Management Services in Elora, 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 426 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 426 cost profiles.

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