Best Financial Advisors in Guelph, ON
The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Guelph area.
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News, Events, Home
“Darren was very professional, and knowledgeable when I called last spring for an impromptu consultation about LTD insurance and critical illness coverage.”
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David Pipe
- Informative
- Home
- Professional
“His experience and in- depth knowledge extends to cover several investment accounts and many other financial services which help clients in taking the optimum decision for their mortgages.”
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Wise Numbers Consulting
Bookkeeping, Books Catch-up, Payroll
“They understand that managing finances is not something that all entrepreneurs have had experience with before, and provide just the right level of explanation and encouragement to put you at ease.”
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Cornerstone CPA Professional Corporation
Financial Planning Tools, Tax Tools, Newsletters
“He is a caring and compassionate professional who not only will get your taxes and numbers in order, he will help you manage your business so that you are financially sound.”
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Truvisory Financial Services
- Solution
- Financial Advisor
- Needs
“After 2 years we got RESP for our kids , he educated us for the investments and other insurance plans like Term life and critical Health insurance as well.”
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Caissa
Live Your Life, Manage Your Transition, Build Your Business
“Kevin and his team are second to none and I wouldn't hesitate to recommend them to anyone who is looking for a top notch accounting firm to handle their business needs.”
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Tier One Planning
- Team
- Educated
“Morgan and Martha are 2 professionals that keep your best interests in mind and provide expert advice with relation to Taxes, investments, estate and risk insurance.”
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Hexavision Enterprise
Debt Management, Insurance Protection, Financial Planning
“When I asked why he was willing to share such valuable information, especially since I could use these strategies for myself, he explained that his purpose is to educate people because no one else is doing it.”
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IPC Investment Corporation - Halton Hills
Reduce Your Taxes, Reduce the Impact of Life's What If's, Accelerate Your Savings
“You asked us many questions regarding how we wanted our retirement to look, how much risk we were comfortable with, and you are clear to explain any questions we have within our portfolio.”
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Sovereign Wealth
- Invest
“Whitney has a unique talent for breaking down complex business concepts into simple, actionable steps, making it easier for women from all walks of life to understand and apply them.”
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Royal City Asset Management
“They really take the time to make sure you're comfortable and that you have a good understanding of where your money is going and how it can work for you and your future.”
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Rockwood Financial
Investment Services, Financial Planning, Insurance Services
“We've been using Rockwood Financial for years and have always been impressed with their service and knowledge!”
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McGill Wealth – Manulife Securities
Services & Solutions Overview, Medical Professionals, Discretionary Portfolio Management
“Matt McGill is 100% professional in his approach to financial consulting.”
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IPC Securities Corporation - Doug Riding
“In conclusion, I want to add that I find Doug extremely easy to speak with, he is very knowledgeable about his business, very honest and most of all, Doug is very trustworthy and thats very important when someone in his position is handling your mone...”
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UK2 Canada Pension Transfers
“Got me a pension well done guys”
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Wright Wealth
- Price
- Investments
- Goals
“He improved the overall quality of my portfolio while enhancing the return on investment Trevor frequently checks in with me to update me on emerging trends, new investment opportunities etc.”
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Power Wealth
- Plan
- Success
- Retirement
“She's connected me with networks of amazing business owners, professionals and friends that have made my life not only more financially secure but happier and richer with support and friendship.”
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Investment Portfolio Design
“I was given a two-bedroom suite 👍 and it's very close to places to eat within walking distance.”
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Peter Dickieson Wealth Management
“Peter Dickieson Wealth Management is a boutique financial services firm. We have a 25-year track record. Based in Guelph, Ontario, Canada”
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Skyline Wealth Management
“I've been dealing with their Mustafa, their National Team Lead and he's always gone over and beyond for all of our needs and requests.”
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Cremasco Financial
“Great people to work with, made me confident in my decisions - highly recommend working with Jordan.”
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IPC Investment Corporation - Mike Haveman
Tax Planning, Estate Planning, Retirement Income
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
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Compass Private Wealth
“Amazing company!!!!”
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Philotimo Wealth Management
“Mutual funds and/or approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Insurance products and services are offered through PPI Management Inc., a national licensed insurance marketing org...”
Retirement Planning and Investment Management Services in Guelph, ON Cost Estimates
Why these companies made our list
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