Best Financial Advisors in Fort Erie, ON

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Fort Erie area.

Fort Erie Business Centre

Fort Erie Business Centre

(6)
  • Price
“Awesome opportunity for those of us that can't work from home and need somewhere to go to get that office experience.”
Emergency Services
Remote Consultations Available
In Business Since 2022
the Plaza, 1264 Garrison Rd Unit 10, Fort Erie, ON L2A 1P1
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Riz International

Riz International

(50)
  • Trade
  • Mentor
  • Stock Market
“I started following Riz on Instagram about a year ago, and have since joined his elite group and taken the options masterclass, very impressed by the amount of detail that has gone into the course, Riz is extremely professional and they have a great ...”
In Business Since 2015
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
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Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(30)
  • Tax Returns
  • People
  • Season
“I only used them for my personal taxes but I am starting a new company and I will only use them for my professional bookkeeping that how much I trust and respect them.”
Family Business
Serving Fort Erie Area
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Jay Newton Financial

Jay Newton Financial

(10)
Life Insurance, Group Coverage, Living Benefits
“Jay Newton, and his team, brings a wealth of knowledge, experience, guidance and personal touch to help you navigate the waters of financial options and planning available.”
6837 Thorold Stone Rd, Niagara Falls, ON L2J 1B2
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Ross Taylor Financial Corporation

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 ...”
Free Initial Consultation
Transparent Fees & Pricing
4725 Dorchester Rd Unit B3, Niagara Falls, ON L2E 0A8
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Copper Beech Business Coaching and Succession Planning

Copper Beech Business Coaching and Succession Planning

(4)
  • Confidence
  • Understand
  • 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.”
In Business Since 2011
4691 Ontario Ave, Niagara Falls, ON L2E 3R1
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Lifetime Financial Planning Group

Lifetime Financial Planning Group

(2)
“I have dealt with Lifetime Financial for years and have always been very happy.”
3831 Portage Rd, Niagara Falls, ON L2J 2L1
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Lepper Financial Services

Lepper Financial Services

(2)
“He is very patient and willing to answer all the questions you may have.”
In Business Since 2018
109 Northwood Dr, Welland, ON L3C 6S3
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Primerica

Primerica

(1)
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
In Business Since 1993
3550 Schmon Pkwy Unit 1A, 2nd Floor, Thorold, ON L2V 4Y6
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Ironwood Wealth Management Group

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...”
In Business Since 2001
Serving Fort Erie Area
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Kemp Financial Group

Kemp Financial Group

(1)
“A Niagara Falls financial services company.”
Family Business
3976 Portage Rd, Niagara Falls, ON L2J 2K9
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Adviant Financial Partners

Adviant Financial Partners

“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 your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
Free Initial Consultation
In Business Since 2015
3250 Schmon Pkwy #2, Thorold, ON L2V 4Y6
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Assante Wealth Management

Assante Wealth Management

(1)
“Took the time for a very detailed retirement plan.”
Serving Fort Erie Area
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Optimize Wealth Management

Optimize Wealth Management

(1)
“Gary and Dino have always gone above and beyond to help us with our financial management needs.”
99 Clarence St, Port Colborne, ON L3K 3G2
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Y I S Financial

Y I S Financial

116 Rose Ave, Thorold, ON L2V
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Astrid Goodman Office

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...”
2 Pelham Town Square Suite 101, Fonthill, ON L0S
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Adamson Wealth Group

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.”
In Business Since 2018
Serving Fort Erie Area
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IA Private Wealth

IA Private Wealth

Retirement Planning, Tax Planning, Trust & Estate Planning
“Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection ...”
In Business Since 2019
3550 Schmon Pkwy #6A, Thorold, ON L2V 4Y6
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Niagara Region Money Coaches

Niagara Region Money Coaches

(50)
  • Learn
  • Budgeting
  • Advice
“Trevor is totally unbiased / independent he does not work for any company or get any commission from anyone and work for you, not some mutual insurance company that has commission based financial advisors - The average mutual fund fee in Canada is 2.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Darren Bruce, Cpa, Professional Corporation

Darren Bruce, Cpa, Professional Corporation

(21)
Accounting Services, Business Advisory Services, Small Business Consulting
“Since switching to this office 4 years ago, I have reduced the amount of time I have to spend myself on financial details which leaves more time for meaningful work and life.”
In Business Since 2009
7 Raymond St, St. Catharines, ON L2R 2S9
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Primenet Financial

Primenet Financial

(10)
  • Communication
  • 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.”
Free Initial Consultation
In Business Since 2022
145 King St, St. Catharines, ON L2R 3J2
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Prosim Financial Group

Prosim Financial Group

(8)
  • Team
  • Insurance
  • Family
“Exceptional service, Prosim was both professional and easy to work with when inquiring about life insurance for both myself and my girlfriend after becoming home owners!”
20 Corporate Park Dr Suite 201, St. Catharines, ON L2S 3W2
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SMR CPA

SMR CPA

(4)
Personal Tax Services, Payroll Services, Business Registration Services
“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.”
427 Welland Ave, St. Catharines, ON L2M 5V1
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RK Life Strategies

RK Life Strategies

(3)
For Individuals, Investment Planning, Retirement Planning
“Andrea is amazing to deal with and goes above and beyond to help you with your insurance travel needs.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Retirement Planning and Investment Management Services in Fort Erie, ON Cost Estimates

Minimum cost
$1215
Maximum cost
$10322
National Average
$3643
Avg Per Hour Rates
$365
$2429
$6679
Average price range is based on 305 cost profiles
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Average Cost $3643
Minimum cost $1215
Maximum cost $10322
Avg Per Hour Rates $365

Average range $2429 to $6679 is based on 305 cost profiles.

Why these companies made our list

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