Georgina, ON

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Georgina, ON
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Best Financial Advisors in Georgina, ON

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

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Gane Financial

Gane Financial

(50)
  • Future
  • Strategies
  • Investments
“Adam took the time needed to fully explain to me the entire process of how everything worked and made me feel a lot more comfortable and confident with my decision.”
In Business Since 2004
80 Mary St, Barrie, ON L4N 1T1
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FBC Farm and Small Business Tax Consultants

FBC Farm and Small Business Tax Consultants

(39)
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.”
240 Bayview Dr #10, Barrie, ON L4N 4Y8
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Assante Capital Management

Assante Capital Management

(23)
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
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Podium Prosperity Group

Podium Prosperity Group

(21)
  • Business
  • Information
  • Knowledge
“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.”
In Business Since 2014
54 Cedar Pointe Dr #1207, Barrie, ON L4N 5R7
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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
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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
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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.”
150 Dunlop St E #206, Barrie, ON L4M 6H1
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Bayside Financial

Bayside Financial

(5)
Accounting, Income Tax Preparation, Payroll
“I first found Doug when I was starting my business and he took the time to sit down with me, and offer helpful direction and advice for a successful start-up.”
Free Initial Consultation
In Business Since 2013
36 George St, Barrie, ON L4N 5N3
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RBC Dominion Securities

RBC Dominion Securities

(7)
“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
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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.”
Remote Consultations Available
411 Huronia Rd unit 5, Barrie, ON L4N 9B3
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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
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Covenant Wealth Financial Services

Covenant Wealth Financial Services

(5)
Life Insurance, Cash Flow Management, Wealth Management
“I especially love Joy's attention to detail and she spends quality time ensuring that the customer understands what is being done and is in total agreement.”
2095 Thompson St, Innisfil, ON L9S 1T1
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John Fischer - Desjardins Financial Security Investments

John Fischer - Desjardins Financial Security Investments

(9)
  • 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
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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
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Propel CPA Chartered Professional Accountants

Propel CPA Chartered Professional Accountants

(2)
Entrepreneurial Collaboration (Mri™ Process), Technology and Business Modernization, Financial Reporting & Tax
“Over the years Peter has always kept my books in impeccable order, been readily available to answer my questions, has given me sound advise and has continually strived to keep my dollars working for me in the most ingenious ways.”
In Business Since 2019
204 Dunlop St W, Barrie, ON L4N 1B3
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Infinite Financial

Infinite Financial

(15)
  • Professional
“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.”
387 Mapleview Dr W, Barrie, ON L4N 9G4
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Spectrum Financial Strategies

Spectrum Financial Strategies

(1)
Home, Connect, Stay Informed resources newsletters
“Having a child with autism, I had many questions about my child's future and making sure that she is financially taken care of.”
134 Collier St, Barrie, ON L4M 1H4
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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
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BFC Tax Accountants

BFC Tax Accountants

(4)
“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
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Christina Demmings

Christina Demmings

(6)
“Once she had a clear grasp of what we wanted, Christina delivered on every promise she made, in fact, she exceeded our expectations.”
Licensed
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2021
Serving Georgina Area
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Financial Empowerment

Financial Empowerment

Critical Illness Insurance, Investments, Business Owners
“Mortgage referrals and insurance products, including segregated fund policies, are offered through Financial Empowerment Inc., and Michael Suter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.”
3 Grouse Glen, Barrie, ON L4N 7Z4
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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
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Atlantis Financial

Atlantis Financial

(3)
“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
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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
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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
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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.

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