The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Fort Erie area.
Learn how we score.
Prominent finalists A-Z in Fort Erie
Adamson Wealth Group
Adviant Financial Partners
Assante Wealth Management
Astrid Goodman Office
Copper Beech Business Coaching and Succession Planning
Darren Bruce, Cpa, Professional Corporation
Desy’s Bookkeeping & Tax Services
Fort Erie Business Centre
IA Private Wealth
Ironwood Wealth Management Group
Jay Newton Financial
Kemp Financial Group
Lepper Financial Services
Lifetime Financial Planning Group
Niagara Region Money Coaches
Optimize Wealth Management
Primenet Financial
Primerica
Prosim Financial Group
RK Life Strategies
Riz International
Ross Taylor Financial Corporation
SMR CPA
Y I S Financial
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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.”
i
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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 ...”
i
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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.”
i
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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.”
i
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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 ...”
i
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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.”
i
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Lifetime Financial Planning Group
(2)
“I have dealt with Lifetime Financial for years and have always been very happy.”
i
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Lepper Financial Services
(2)
“He is very patient and willing to answer all the questions you may have.”
i
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Primerica
(1)
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
i
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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...”
i
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Kemp Financial Group
(1)
“A Niagara Falls financial services company.”
i
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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...”
i
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Assante Wealth Management
(1)
“Took the time for a very detailed retirement plan.”
i
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Optimize Wealth Management
(1)
“Gary and Dino have always gone above and beyond to help us with our financial management needs.”
i
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Y I S Financial
i
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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...”
i
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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.”
“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 ...”
i
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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.”
i
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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.”
i
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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.”
i
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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!”
i
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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.”
i
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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.”
i
Retirement Planning and Investment Management Services in Fort Erie, ON Cost Estimates