Fergus, ON

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Fergus, ON
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Best Financial Advisors in Fergus, ON

Handpicked from 50 vetted & reviewed Financial Planning & Wealth Management firms in the Fergus area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Wilmot Financial Services

Wilmot Financial Services

(45)
Estate Planning For Retirees, Asset Map, Insurance
“The pride they take in their work is extremely evident, it was easy to communicate with them- even as my needs changed or new questions emerged- and I genuinely felt that their recommendations fully considered what was best for me.”
181 St Andrew St E Unit #6, Fergus, ON N1M 1P9
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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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Northstar Wealth Management

Northstar Wealth Management

(3)
“For the first time in a long time we feel we finally have a solid investment and savings plan.”
Free Initial Consultation
125 St George St W, Fergus, ON N1M 1H8
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Dan Allen Financial

Dan Allen Financial

“Mutual funds, stocks bonds and financial planning are offered through Manulife Wealth Inc.. Insurance products and services are offered through Dan Allen Financial Inc. o/a Dan Allen Financial. Banking products and services are offered by referral ar...”
In Business Since 2007
181 St Andrew St E Unit 8, Fergus, ON N1M 1P9
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McGill Wealth – Manulife Securities

McGill Wealth – Manulife Securities

(1)
Discretionary Portfolio Management, Services & Solutions Overview, Medical Professionals
“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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Skyline Wealth Management

Skyline Wealth Management

(4)
“I have been dealing with Skyline for more than 3 years and have had the pleasure of meeting and interacting with a few staff members.”
5 Douglas St, Guelph, ON N1H 2S8
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Devine and Associates Financial Services

Devine and Associates Financial Services

(48)
What we do, Events, Home
“We felt like our financial concerns were heard and he did a great job of breaking things down for us to make sure we left with a good understanding of where we are at with our finances.”
413 Waterloo Ave, Guelph, ON N1H 3K3
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Joe Sammut - Mortgage Architects

Joe Sammut - Mortgage Architects

(45)
  • Professional
  • Dream
  • Company
“Working with Sunny and Nikki was seamless and they were able to secure us a great rate in the current market, provided timely answers to my (many) questions and ensured everything was ready for closing.”
Offers Financing Options
Licensed
94 Broadway, Orangeville, ON L9W 1J9
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David Pipe

David Pipe

(31)
  • Questions
  • Professional
  • Communication
“In addition to the many services other mortgage professionals provides, David went above and beyond in analyzing, advising and developed a holistic approach tailored for my mortgage needs.”
Licensed
15+ Years Experience
Transparent Fees & Pricing
304 Stone Rd W #3, Guelph, ON N1G 4W4
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Wise Numbers Consulting

Wise Numbers Consulting

(18)
Payroll, Bookkeeping, Books Catch-up
“I came to them in distress because I worked with an subpar tax preparer prior and I can't even explain the night and day difference between the two companies.”
Free Initial Consultation
5 Edinburgh Rd S #3, Guelph, ON N1H 5N8
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Truvisory Financial Services

Truvisory Financial Services

(19)
  • Family
  • Needs
  • Insurance
“Given his background in finance and ability to explain the need and help choose the right Financial products, our family is quite happy to have him as our financial advisor .”
20 Bushmills Crescent, Guelph, ON N1K 1T5
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Cornerstone CPA Professional Corporation

Cornerstone CPA Professional Corporation

(15)
Tax Tools, Financial Planning Tools, Newsletters
“I have been struggling with CRA for 2 years to have a GST/HST payment refunded to me that was in Tax Limbo, due to an error that was directed by a CRA representative when I first started to file.”
100 Crimea St suite b5, Guelph, ON N1H 2Y6
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Caissa

Caissa

(4)
Financial Statements, Manage Your Transition, Build Your Business
“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.”
Family Business
Offers Financing Options
350 Speedvale Ave W #8, Guelph, ON N1H 7M7
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The Personal Coach

The Personal Coach

(16)
  • Team
  • Goals
  • Business
“And beyond simply results for their clients, they are kind, understanding, and most importantly (in the paraphrased words of Jim Collins), they are interestED in you, rather than simply trying to be interestING.”
55 Northfield Dr E Suite 312, Waterloo, ON N2K 3T6
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Tier One Planning

Tier One Planning

(12)
  • Educated
  • Team
“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)
  • Team
  • Questions
“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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Hexavision Enterprise

Hexavision Enterprise

(1)
Estate Planning, Insurance Protection, Financial Planning
“I recommend this, Hexavision suggested me rewarding money investment strategies.”
Free Initial Consultation
LIC#17161321
45 Lewis Rd Unit-1, Guelph, ON N1H
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Blair Financial Services

Blair Financial Services

(7)
  • Financial Advisor
  • Family
“Over the years Iain has gone above and beyond in order to continuously keep my portfolio working to meet my goals and needs which have changed over the years.”
In Business Since 2011
490 Dutton Dr, Waterloo, ON N2L 6H7
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Opus Wealth Advisors

Opus Wealth Advisors

(6)
  • Team
“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”
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.”
Free Initial Consultation
In Business Since 1999
291 Woodlawn Rd W Unit 5A, Guelph, ON N1H 7L6
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IPC Investment Corporation - Ken White

IPC Investment Corporation - Ken White

(2)
Estate Planning, Tax Planning, Private Wealth
“He is a delight to meet with, has unique expertise and is passionate about helping families reach their goals.”
In Business Since 2010
221 Woodlawn Rd W B3, Guelph, ON N1H 8P4
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MAC

MAC

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

Rockwood Financial

(1)
Insurance Services, Investment Services, Financial Planning
“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”
Transparent Fees & Pricing
In Business Since 2007
355 Elmira Rd N Unit 140, Guelph, ON N1K 1S5
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Retirement Planning and Investment Management Services in Fergus, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 450 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 450 cost profiles.

Why these companies made our list

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