The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Fonthill area.
Learn how we score.
Prominent finalists A-Z in Fonthill
Adamson Wealth Group
Assante Wealth Management
Astrid Goodman Office
Bluestone Financial
Copper Beech Business Coaching and Succession Planning
Crawford, Smith and Swallow
David Wyatt
Desy’s Bookkeeping & Tax Services
Gatt Wealth Management
Goodman Brown Financial
IPC Securities Corporation – Jim Zoretich
Ironwood Wealth Management Group
Jay Newton Financial
Kemp Financial Group
Niagara Region Money Coaches
Peak Investment Services
Primenet Financial
Prosim Financial Group
Queensbury Securities
RK Life Strategies
Riz International
Ross Taylor Financial Corporation
SMR CPA
Vision Financial Planning
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Goodman Brown Financial
(1)
“They will work for you with no bias or influence from big investment firms or the large banks.”
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Ironwood Wealth Management Group
“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Ir...”
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IPC Securities Corporation - Jim Zoretich
(1)
Estate Planning, Retirement Income, Tax Planning
“Jim was very kind and helped me with all my financial needs”
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Assante Wealth Management
(1)
“Took the time for a very detailed retirement plan.”
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Queensbury Securities
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Adamson Wealth Group
“We serve your business and family - together. We'll work with you to build a strong financial plan, with strategies and choices designed to help you enjoy your life and reach your goals.”
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Astrid Goodman Office
“Full ServiceWe're the Chief Financial Officers for many of our clients' personal lives. They call on us with questions or to seek advice on everything from buying a car to investing for retirement to sending their kids to university. We co-ordinate t...”
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RK Life Strategies
(2)
Health Insurance Planning, Retirement Savings Account, Life Insurance Planning
“Andrea is amazing to deal with and goes above and beyond to help you with your insurance travel needs.”
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Niagara Region Money Coaches
(48)
Peace
Future
Education
“This is not just about budgeting and penny pinching - its about saving for priority spending, having some fun now and ensuring theres enough for later.”
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Riz International
(50)
Regret
Learn
Masterclass
“Always open, available, and honest which has in turn fostered a group of members who all operate the same way creating an excellent sense of community and camaraderie.”
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Desy's Bookkeeping & Tax Services
(21)
Tax Returns
Family
“My parents have used them for years this the first time me and my wife have used them they are very knowledgeable and friendly fast and efficient very reasonably priced we will be using them for now on”
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Jay Newton Financial
(9)
Investments, Group Coverage, Life Insurance
“Jay was very thorough, uncovered an unmet need in our portfolio and he was able to explain everything to us so we understood exactly the implications of the decision we were making.”
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Primenet Financial
(8)
Future
“Having someone like Kevin in your corner that offers genuine advice with a caring and intelligent approach, is what sets him and his business apart from others.”
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Ross Taylor Financial Corporation
“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
“My company (and I) had been dealing with this Accounting Firm for over 20 years and dealt with Kim Saunders (and new owners Shehzad and Associates) during the last few years.”
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Prosim Financial Group
(8)
Team
Business
“Mike is pleasant, resourceful and has an uncanny ability to develop the best financial plan for someone to reach their personal and business financial goals, no matter the circumstances.”
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Peak Investment Services
(1)
“Know what they're doing.”
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Bluestone Financial
(5)
“Having Patty and Terry as advisors for 30 years, I can say they have high integrity and have helped us create a successful retirement portfolio.”
“This team is very knowledgeable and attentive to service.”
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Vision Financial Planning
CFO Services, Personal Financial Planning, Bookkeeping
“RGE & Associates provides the tools and resources to optimize your business. We offer CFO, Financial Planning, Bookkeeping Services across St. Catherines, Ontario.”
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Copper Beech Business Coaching and Succession Planning
(4)
Course
“As someone who values interpersonal skills and the approach of other professionals, I felt that Peter made a process we were quite nervous about painless and something we looked forward to every week.”
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Crawford Smith & Swallow
(9)
Accounting, Taxation, Agriculture
“If you find yourself in financial despair with no where to turn, ease your mind and book a meeting with these professionals.”
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Retirement Planning and Investment Management Services in Fonthill, ON Cost Estimates