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Wilmot Financial Services
“Jenna was quickly able to identify areas she could assist and help us to improve growth in our investments.”
Best Financial Advisors near Fergus, ON
3 of these firms are based in Fergus; the others serve Fergus from Guelph (20 km), Waterloo (29 km) and Elora (4 km).
2 open weekends · 14 rated 4.5+ · 2 show a licence
Data verified October 16, 2026
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Northstar Wealth Management
“He has positively impacted my financial future, and I look forward to continuing our partnership!”
Dan Allen Financial
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David Pipe
“We were absolutely clueless when it came to getting a mortgage and David went above and beyond to carry us along the process and get us the best rate.”
Devine and Associates Financial Services
“He's highly educated, takes the time to educate you on products/services/markets, ensures he is supporting your best interests and strives to build a trusting relationship.”
Cornerstone CPA Professional Corporation
“When they needed documentation they gave me adequate time to locate it and made the transferring of private data a safe and secure process.”
The 15 firms listed for Fergus, 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: Fergus, ON
14 of the 15 firms on this page have a rating, from 4.5 to 5.0 across 319 reviews; 3 have 50 or more reviews. 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 (2), group benefits (2), insurance services (2) and investment services (2). 2 show a licence on their websites. 6 have ten or more years of experience, the longest 27 years. 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Fergus listed here?
3 of the 15 firms are in Fergus itself. The rest come from other towns within 30 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
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Hexavision Enterprise
“I have learned a lot and I'm positive that I would be not struggling unnecessarily when I retire and I would not burden my family if I'm no longer around just because I didn't put my affairs in order.”
Tier One Planning
“They will plan according to your needs and not what a bank wants them to sell you - their personal touch matters.”
Mountjoy Financial
“Mark had a wealth of experience and provides solid advice while giving you room to do what you want.”
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Wright Wealth
“Trevor is very knowledgable about retirement plans and the best investments given your goals and circumstances.”
Opus Wealth Advisors
“Murray and his team have also helped me through that difficult period with the professional support and courtesy that I have come to expect from our lengthy and productive relationship.”
UK2 Canada Pension Transfers
“Got me a pension well done guys”
Arca Financial Group
“His commitment to seeing others thrive is clear, and he always goes the extra mile to offer thoughtful advice and support.”
Philotimo Wealth Management
“They're friendly, knowledgeable, and genuinely take the time to explain things in a way I can understand”
Rockwood Financial
“We've been using Rockwood Financial for years and have always been impressed with their service and knowledge!”
Why these companies made our list
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