Elora, ON

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Elora, ON
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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.

2 open weekends · 20 rated 4.5+ · 2 show a licence

Data verified October 16, 2026

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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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Mason Capital

Mason Capital

“We are passionately driven with proven solutions to help business owners realize their financial and growth objectives. Our approach begins with investigation and analysis to build clarity. We then employ strategic thinking and execution planning to ...”
334 Wellington Rd 18, Elora, ON N0B 1S0
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Devine and Associates Financial Services

Devine and Associates Financial Services

(48)
  • 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.”
10 Suffolk St E, Guelph, ON N1H 2H6
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Wilmot Financial Services

Wilmot Financial Services

(48)
  • 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.”
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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David Pipe

David Pipe

(34)
  • 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.”
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)
  • Team
  • Small Business
  • Organized
“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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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 335 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (65%) and quality (56%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 2 are open on Saturdays and 1 on Sundays. The services 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 offers 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; 22 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?

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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Cornerstone CPA Professional Corporation

Cornerstone CPA Professional Corporation

(19)
  • 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.”
In Business Since 2020
100 Crimea St suite b5, Guelph, ON N1H 2Y6
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Truvisory Financial Services

Truvisory Financial Services

(20)
  • 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.”
In Business Since 2020
20 Bushmills Crescent, Guelph, ON N1K 1T5
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Martin Christopher Investments

Martin Christopher Investments

(19)
  • 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.”
In Business Since 2013
650 Riverbend Dr Suite A2, Kitchener, ON N2K 3S2
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Caissa

Caissa

(5)
“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

(17)
  • Strategies
  • 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

(13)
  • 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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Hexavision Enterprise

Hexavision Enterprise

(8)
  • Financial Planning
  • To Learn
  • Facebook
“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.”
LIC#17161321
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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Shaughnessy Financial - Gary Shaughnessy

Shaughnessy Financial - Gary Shaughnessy

(11)
  • 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.”
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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Opus Wealth Advisors

Opus Wealth Advisors

(6)
  • 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!”
In Business Since 2014
745 Bridge St W Unit 3, Waterloo, ON N2V 2G6
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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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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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McGill Wealth – Manulife Securities

McGill Wealth – Manulife Securities

(1)
“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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MAC

MAC

(1)
“Thanks for job”
In Business Since 1999
510 Weber St N, Waterloo, ON N2L
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Eby Financial

Eby Financial

(1)
“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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Ogilvie Barsness Financial Group

Ogilvie Barsness Financial Group

(1)
“Overall, a very warm and friendly atmosphere!!!”
470 Weber St N Suite 205B, Waterloo, ON N2L 6J2
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Rockwood Financial

Rockwood Financial

(1)
“We've been using Rockwood Financial for years and have always been impressed with their service and knowledge!”
In Business Since 2012
9 Paisley St, Guelph, ON N1H 2N5
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Cerullo Financial Services

Cerullo Financial Services

“Beyond traditional investments, Our team along with Optimize Wealth tailor strategies to align with your financial goals, lifestyle, and values. Our comprehensive planning considers all facets of your life, ensuring a balanced, empowered, and fulfill...”
In Business Since 2000
420 Weber St N, Waterloo, ON N2L
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HomeWealth Management AdvisorsOntarioElora, ON

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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Financial Advisors near Elora

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