Best Financial Advisors in Georgina, ON

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

Gane Financial

Gane Financial

(28)
  • The Future
  • Manage
  • Family
“My experience working with Adam at Gane Financial along with all other interactions with the rest of the team members (Jacqueline and Toni) have always been extremely helpful and informative.”
In Business Since 2004
80 Mary St, Barrie, ON L4N 1T1
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Podium Prosperity Group

Podium Prosperity Group

(23)
Financial Planning FOR Incorporated Business Owners, Clients, Intentional Wealth Programs
“I strongly recommend that any entrepreneur / small business owner meet with her to get a better understanding of how to effectively prepare for their retirement.”
In Business Since 2014
135 Bayfield St, Barrie, ON L4M 3B3
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Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning

(11)
Guaranteed Investment Funds, Retirement Planning, 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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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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Baffilk Financial Consulting

Baffilk Financial Consulting

(5)
Payroll, Accounting & Bookkeeping
“Baffour has assisted me for nearly a year now and he is always, efficient, knowledge and responsive.”
Free Initial Consultation
In Business Since 2021
49 High St Third Floor, Barrie, ON L4N 5J4
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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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Wealth Achievers

Wealth Achievers

(7)
  • Portfolio
“It was through this association that I learned about Jay's character - he exhibits integrity, honesty, tolerance, reliability, patience with others, and always showed respect to everyone.”
Licensed
Free Initial Consultation
In Business Since 2018
128 Wellington St W Suite 201, Barrie, ON L4N 8J6
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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.”
In Business Since 2019
92 Caplan Ave Suite 401, Barrie, ON L4N 9J2
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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.”
Licensed
In Business Since 2005
2095 Thompson St, Innisfil, ON L9S 1T1
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Synergy Life Financial

Synergy Life Financial

(8)
  • Planning
  • Knowledge
  • Family
“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.”
In Business Since 2009
30 Quarry Ridge Rd #201, Barrie, ON L4M 7G1
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Divorce the Smartway - Mediation

Divorce the Smartway - Mediation

(3)
“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
In Business Since 2010
411 Huronia Rd #5, Barrie, ON L4N 9B3
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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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Seven Elements Wealth Planning

Seven Elements Wealth Planning

(1)
Investments, Retirement & Estate Planning, Insurance
“Have been working with this team for a couple of years now.”
In Business Since 2020
50 Blake St, Barrie, ON L4M 1J6
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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.”
In Business Since 2019
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 Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our...”
Free Initial Consultation
In Business Since 2019
237 Mapleview Dr E, Barrie, ON L4N 0W5
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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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Infinite Financial

Infinite Financial

(12)
  • 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.”
In Business Since 2010
387 Mapleview Dr W, Barrie, ON L4N 9G4
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Spectrum Financial Strategies

Spectrum Financial Strategies

(1)
“Having a child with autism, I had many questions about my child's future and making sure that she is financially taken care of.”
In Business Since 2012
134 Collier St, Barrie, ON L4M 1H4
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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!”
In Business Since 2008
40 Clapperton St, Barrie, ON L4M 3E7
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Atlantis Financial

Atlantis Financial

(1)
“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.”
In Business Since 2002
48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3
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Valuetrend Wealth Management

Valuetrend Wealth Management

(1)
“Great service very personable staff great expirience all around.”
In Business Since 2004
147 Worsley St, Barrie, ON L4M 1M3
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Liahona Capital

Liahona Capital

NRD #47620
In Business Since 2014
301 Bryne Dr Unit 9, Barrie, ON L4N 8V4
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Gabrielle Adams MBA CPA CGA HB Comm

Gabrielle Adams MBA CPA CGA HB Comm

(5)
“My two daughters and I have had Accounting co On Line preparing our accounting, financial and income taxes for a number of years.”
In Business Since 2007
Serving Georgina Area
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Assante Capital Management

Assante Capital Management

(16)
  • Strategies
  • Fees
  • Goals
“Josh has been our financial planner for four years and we are very pleased with the growth of our investments and the financial advice he provides to us.”
576 Bryne Dr, Barrie, ON L4N 9P6
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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.

Why these companies made our list

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