Guelph, ON

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Guelph, ON
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Best Financial Advisors in Guelph, ON

Handpicked from 37 vetted & reviewed Financial Planning & Wealth Management firms in the Guelph area, discover the top 5 elite providers among the selected group of 24 finalists.

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Truvisory Financial Services

Truvisory Financial Services

(20)
  • 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.”
In Business Since 2020
20 Bushmills Crescent, Guelph, ON N1K 1T5
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Sovereign Wealth

Sovereign Wealth

(7)
  • 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.”
627 Guelph Line, Burlington, ON L7R 3M7
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Devine and Associates Financial Services

Devine and Associates Financial Services

(48)
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.”
10 Suffolk St E, Guelph, ON N1H 2H6
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David Pipe

David Pipe

(34)
  • 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.”
15+ Years Experience
Licensed
Transparent Fees & Pricing
304 Stone Rd W #3, Guelph, ON N1G 4W4
Featured

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Wise Numbers Consulting

Wise Numbers Consulting

(18)
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.”
Free Initial Consultation
5 Edinburgh Rd S #3, Guelph, ON N1H 5N8
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Cornerstone CPA Professional Corporation

Cornerstone CPA Professional Corporation

(19)
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.”
In Business Since 2020
100 Crimea St suite b5, Guelph, ON N1H 2Y6
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Caissa

Caissa

(5)
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.”
Offers Financing Options
Family Business
350 Speedvale Ave W #8, Guelph, ON N1H 7M7
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Tier One Planning

Tier One Planning

(13)
  • 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.”
343 Waterloo Ave, Guelph, ON N1H 3K1
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Hexavision Enterprise

Hexavision Enterprise

(8)
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.”
LIC#17161321
45 Lewis Rd Unit-1, Guelph, ON N1H
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IPC Investment Corporation - Halton Hills

IPC Investment Corporation - Halton Hills

(1)
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.”
Transparent Fees & Pricing
20 Guelph St, Georgetown, ON L7G 3Z4
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Royal City Asset Management

Royal City Asset Management

(2)
“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.”
In Business Since 1999
Free Initial Consultation
291 Woodlawn Rd W Unit 5A, Guelph, ON N1H 7L6
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IPC Investment Corporation - Ken White

IPC Investment Corporation - Ken White

(2)
Retirement Income, Tax Planning, Private Wealth
“Many of our clients at Disability Tax Results have had Ken set up their RDSP and they are extremely happy with the results.”
In Business Since 2010
221 Woodlawn Rd W B3, Guelph, ON N1H 8P4
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IPC Securities Corporation - Doug Riding

IPC Securities Corporation - Doug Riding

(1)
“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...”
In Business Since 2003
Transparent Fees & Pricing
348 Guelph St #3, Georgetown, ON L7G 4B5
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Rockwood Financial

Rockwood Financial

(1)
Investment Services, Financial Planning, Insurance Services
“We've been using Rockwood Financial for years and have always been impressed with their service and knowledge!”
In Business Since 2012
9 Paisley St, Guelph, ON N1H 2N5
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McGill Wealth – Manulife Securities

McGill Wealth – Manulife Securities

(1)
Services & Solutions Overview, Medical Professionals, Discretionary Portfolio Management
“Matt McGill is 100% professional in his approach to financial consulting.”
275 Hanlon Creek Boulevard Suite 1, Guelph, ON N1C 0A1
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UK2 Canada Pension Transfers

UK2 Canada Pension Transfers

(1)
“Got me a pension well done guys”
In Business Since 2007
Transparent Fees & Pricing
355 Elmira Rd N Unit 140, Guelph, ON N1K 1S5
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Klyne Financial

Klyne Financial

(1)
Final Expense Planning, Group Benefits/Health Spending Accounts, Retirement Income Planning
“Talking with Mac, he helped set me up with something really affordable that will make sure my family is taken care of and there was a lot of other benefits to boot.”
In Business Since 2020
797 Guelph St, Kitchener, ON N2H 5Z2
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Wright Wealth

Wright Wealth

(14)
  • 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.”
490 York Rd Building A, Unit #102, Guelph, ON N1E 6V1
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Power Wealth

Power Wealth

(13)
  • 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.”
Guelph, ON
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Oasis Wealth Design Guelph

Oasis Wealth Design Guelph

(2)
“Tony and Beverly have been great to me and my family, i've dealt with them for atleast 15 years and watched as their business grew and evolved into what they are now.”
In Business Since 2018
200 Edinburgh Rd N, Guelph, ON N1H 5R9
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Investment Portfolio Design

Investment Portfolio Design

(1)
“I was given a two-bedroom suite 👍 and it's very close to places to eat within walking distance.”
In Business Since 2012
155 King St, Guelph, ON N1E 4P7
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E Ross Financial

E Ross Financial

(1)
“Eleanor worked with me on understanding a comprehensive life insurance plan and the value in it at a reasonable rate, making me feel safe and secure in my future and "worst case" scenario that we will all inevitably face.”
In Business Since 2019
317 Speedvale Ave E Suite 4A, Guelph, ON N1E 1N3
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Peter Dickieson Wealth Management

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”
In Business Since 2008
155 Suffolk St W #2B, Guelph, ON N1H 2J7
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IPC Investment Corporation - Tony Santoro

IPC Investment Corporation - Tony Santoro

(4)
Tax Planning, Estate Planning, Retirement Income
“Not only have I referred many satisfied clients to him over the years, and continue to do so, but I myself entrust him with my own mortgage and investment needs.”
In Business Since 2003
930 Woodlawn Rd W #13, Guelph, ON N1K 1T2
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Retirement Planning and Investment Management Services in Guelph, ON Cost Estimates

Minimum cost
$1240
Maximum cost
$10540
National Average
$3720
Avg Per Hour Rates
$372
$2480
$6820
Fair price range is based on 264 cost profiles
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Average Cost $3720
Minimum cost $1240
Maximum cost $10540
Avg Per Hour Rates $372

Fair range $2480 to $6820 is based on 264 cost profiles.

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Wealth Management Advisors near Guelph

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