Georgina, ON

Popular Cities

Georgina, ON
Join as a Pro

Best Financial Advisors in Georgina, ON

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Georgina area.

View Profile
RBC Dominion Securities

RBC Dominion Securities

(7)
  • Questions
  • Plan
  • Partnership
“He put together an extensive financial plan for my husband and I, detailing how we can use our savings to their full advantage through investments to secure a great future for our family.”
Family Business
In Business Since 2000
11 Victoria St Suite 100, Barrie, ON L4N 3A3
i
View Profile
FBC Farm and Small Business Tax Consultants

FBC Farm and Small Business Tax Consultants

(47)
Payroll, Financial and Estate Planning, Free 15-Minute Consultation
“Since I put my trust in FBC several years ago I have not only become stress free by thier service but I have all the power of FBC not just behind me but beside me and in front of me when it comes to all aspects of my business taxes, book keeping etc.”
In Business Since 2000
240 Bayview Dr #10, Barrie, ON L4N 4Y8
i
View Profile
Gane Financial

Gane Financial

(50)
  • Future
  • Strategies
  • Investments
“They provided us with a comprehensive understanding of our finances and offered valuable suggestions that immediately resulted in savings and an increase in our net worth.”
In Business Since 2004
80 Mary St, Barrie, ON L4N 1T1
i
View Profile
Plan With Trevor Insurance and Investments

Plan With Trevor Insurance and Investments

(39)
  • Family
  • Policy
  • Future
“Trevor put ALOT of effort into my financial plan and insurance, listened to all of my concerns and really tailor made a plan that worked and explained it well.”
In Business Since 2019
49 High St 3rd floor, Barrie, ON L4N 5J4
i
View Profile
Assante Capital Management

Assante Capital Management

(24)
Français, English, Protecting Your Assets
“His methodical and pragmatic approach to wealth management is refreshing in a profession where there is a lot of mediocrity and people looking to make a quick sale.”
In Business Since 2013
112 Caplan Ave 2nd Floor Suite A, Barrie, ON L4N 9J2
i
View Profile
Podium Prosperity Group

Podium Prosperity Group

(21)
  • Business
  • Goals
  • Insurance
“These are priceless in her industry and help Julie to stand out as a top candidate to those seek services like those offered at Podium Prosperity Group.”
Family Business
In Business Since 2014
54 Cedar Pointe Dr #1207, Barrie, ON L4N 5R7
Featured

Have you been spending weekends building your business instead of spending time with your family? Is the revenue growth there, but you feel like you are treading water with your own income? We can help with that. Podium Prosperity Group guides business owners toward ways that they can prosper. Let’s start a conversation on how we can help.

i
View Profile
Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning

(14)
Guaranteed Investment Funds, Retirement Planning With Segregated Funds, Wealth Management After Divorce
“Right from the beginning she ensured we knew every little pros and cons of all the plans that she recommended including what should be the coverage amount, term and if we needed a critical illness or disability product aside from the coverage as part...”
In Business Since 2017
181 Dunlop St W, Barrie, ON L4N 1B4
i
View Profile
Seven Elements Wealth Planning

Seven Elements Wealth Planning

(12)
Investments, Retirement & Estate Planning, Insurance
“After meeting with Richard on Thursday, I came away with a clear understanding of what my portfolio looks like and what changes need to be made to keep my assets strong.”
In Business Since 2020
150 Dunlop St E #206, Barrie, ON L4M 6H1
i
View Profile
Michele Hall, Mortgage Architects

Michele Hall, Mortgage Architects

(8)
“Michele is wonderful, she looks after her clients- if she doesn't know something with mortgages she is on the phone right away finding out what can be done.”
Transparent Fees & Pricing
Offers Financing Options
Licensed
22 Trask Dr, Barrie, ON L4N 5R4
i
View Profile
Wealth Achievers

Wealth Achievers

(6)
  • Portfolio
“Jason is a; very knowledgeable, driven, and professional individual who genuinely understands today's Financial Industry and how to make it work for his clients!”
Free Initial Consultation
Licensed
128 Wellington St W Suite 201, Barrie, ON L4N 8J6
i
View Profile
NCR Bookkeeping & Tax Services

NCR Bookkeeping & Tax Services

(1)
“Thanks NCR for simplifying much dreaded tasks and streamlining my day to day.”
Family Business
Free Initial Consultation
430 The Queensway S, Keswick, ON L4P
i
View Profile
John Fischer - Desjardins Financial Security Investments

John Fischer - Desjardins Financial Security Investments

(9)
  • Family
  • Knowledge
  • Investing
“John walked myself and my wife Carissa through investing and planning for retirement and essentially setting ourselves up for the future.”
92 Caplan Ave Suite 401, Barrie, ON L4N 9J2
i
View Profile
Synergy Life Financial

Synergy Life Financial

(8)
  • Planning
  • Family
  • Knowledge
“It got a little tense when, as a Board Member of a local charity, I was charged with overseeing the investment of a six figure amount that had to be in safest place that would offer the best returns.”
30 Quarry Ridge Rd #201, Barrie, ON L4M 7G1
i
View Profile
Infinite Financial

Infinite Financial

(16)
  • Knowledge
  • Questions
  • Family
“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”
In Business Since 2010
387 Mapleview Dr W, Barrie, ON L4N 9G4
i
View Profile
Atlantis Financial

Atlantis Financial

(5)
  • Meeting
“His expertise in financial planning has moved our retirement idea into a plan & I feel confident that by following his suggestions, our retirement will be comfortable & secure.”
48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3
i
View Profile
Morgan & Partners

Morgan & Partners

“We take an individualized approach to each financial situation we encounter and provide a solution that will match your specific needs and financial constraints. In addition to our personalized approach, we are also able to provide flexible schedulin...”
Coupons & Offers
In Business Since 2007
4 Cedar Pointe Dr unit j, Barrie, ON L4N 5R7
i
View Profile
BFC Tax Accountants

BFC Tax Accountants

(4)
  • Finance
“Baffour has assisted me for nearly a year now and he is always, efficient, knowledge and responsive.”
In Business Since 2021
49 High St Third Floor, Barrie, ON L4N 5J4
i
View Profile
Ryan Stephenson - Manulife Securities

Ryan Stephenson - Manulife Securities

“Stocks, bonds and mutual funds are offered through Manulife Wealth Incorporated. Insurance products and services are offered through Manulife Wealth Insurance Services Incorporated Banking products and services are offered by referral arrangements th...”
Free Initial Consultation
237 Mapleview Dr E, Barrie, ON L4N 0W5
i
View Profile
Three Thirds Financial

Three Thirds Financial

(2)
“Kristen is professional and takes her clients needs into account.”
411 Huronia Rd unit 5, Barrie, ON L4N 9B3
i
View Profile
Prolaunch Corporation

Prolaunch Corporation

(2)
“Amazing new Barrie office for our clients, partners, growing network of female founders & independent advisory professionals serving Ontario, Canada and the United States.”
92 Caplan Ave Suite 613, Barrie, ON L4N 9J2
i
View Profile
A. Jones Wealth & Estate Planning

A. Jones Wealth & Estate Planning

(1)
“There is no finer Insurance and Financial services that I know and Trust as I do with Al Jones!”
40 Clapperton St, Barrie, ON L4M
i
View Profile
Valuetrend Wealth Management

Valuetrend Wealth Management

(1)
“Great service very personable staff great expirience all around.”
147 Worsley St, Barrie, ON L4M 1M3
i
View Profile
Liahona Capital

Liahona Capital

(1)
“I've invested in Liahona MIC for well over a decade, and it has consistently been the best performing investment in my portfolio.”
NRD #47620
301 Bryne Dr Unit 9, Barrie, ON L4N 8V4
i
View Profile
Divorce the Smartway - Mediation

Divorce the Smartway - Mediation

(3)
Mediation: Soft Landing Method, Support Reviews: Re;calibration, Divorce Financial Plannning: Navigator
“Divorce the Smartway helped to ensure my ex and I knew what we were entitled to and helped to make sure both of us were fair in what we were negotiating.”
Transparent Fees & Pricing
411 Huronia Rd unit 5, Barrie, ON L4N 9B3
i

Retirement Planning and Investment Management Services in Georgina, ON Cost Estimates

Minimum cost
$1224
Maximum cost
$10404
National Average
$3672
Avg Per Hour Rates
$368
$2448
$6732
Average price range is based on 407 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3672
Minimum cost $1224
Maximum cost $10404
Avg Per Hour Rates $368

Average range $2448 to $6732 is based on 407 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Georgina

Popular in Georgina

, ON
Back To Top