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Best Financial Advisors near Elora, ON
2 of these firms are based in Elora; the others serve Elora from towns including Guelph, Waterloo and Fergus.
3 open weekends · 20 rated 4.5+ · 2 show a licence
Data verified October 16, 2026
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Mason Capital
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Devine and Associates Financial Services
- Health
- Advice
- Questions
“Darren was very professional, and knowledgeable when I called last spring for an impromptu consultation about LTD insurance and critical illness coverage.”
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Wilmot Financial Services
- Life Insurance
- Meeting
- Questions
“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.”
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David Pipe
- Future
- Professional
- Communication
“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.”
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Cornerstone CPA Professional Corporation
- Information
- Questions
- Finance
“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.”
The 24 firms listed for Elora, 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: Elora, ON
22 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 327 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. When customers rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (70%) and quality (58%). 3 are open on Saturdays and 1 on Sundays. The practice areas the firms on this page list most often on their websites are financial planning (4), group benefits (2), insurance services (2), insurance solutions (2) and investment services (2). 2 show a licence on their websites. 11 have ten or more years of experience, the longest 28 years. 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; 21 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 Elora 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.
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Truvisory Financial Services
- Family
- Needs
- Insurance
“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.”
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Martin Christopher Investments
- House
- Plan
- Future
“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.”
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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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Tier One Planning
- 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.”
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Hexavision Enterprise
- Financial Planning
- To Learn
“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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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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Opus Wealth Advisors
- Team
- Trust
“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!”
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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.”
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Rockwood Financial
“We've been using Rockwood Financial for years and have always been impressed with their service and knowledge!”
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Ogilvie Barsness Financial Group
“Overall, a very warm and friendly atmosphere!!!”
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Eby Financial
“He has provided my family with exceptional service for well over a decade now.”
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McGill Wealth – Manulife Securities
“Matt McGill is 100% professional in his approach to financial consulting.”
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MAC
“Thanks for job”
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UK2 Canada Pension Transfers
“Got me a pension well done guys”
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Cerullo Financial Services
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Wright Wealth
- Goals
- Investments
- Retirement
“He improved the overall quality of my portfolio while enhancing the return on investment Trevor frequently checks in with me to update me on emerging trends, new investment opportunities etc.”
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Power Wealth
- Success
- Plan
- Knowledge
“She takes the time to listen to your needs and tailors a comprehensive plan that not only addresses your current situation but also anticipates future financial milestones.”
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
Why these companies made our list
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