Devine and Associates Financial Services
“I've had the pleasure of working with James Butler from for the past few years, and I cannot speak highly enough of the exceptional service and support I've received.”
Best Financial Advisors in Guelph, ON
21 firms listed · all 21 in Guelph · 3 open weekends · 17 rated 4.5+ · 2 show a licence
Data verified October 21, 2026
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David Pipe
“He was very thorough in explaining all the options, answering all my questions and making sure it was as seamless as possible.”
Cornerstone CPA Professional Corporation
“We have a Registered Massage Therapy Studio and Gary at Cornerstone has been so amazing helping us every step of the way.”
Truvisory Financial Services
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser and Mr Sushil has all these and many more.”
Caissa
“They have been taking care of our business accounting for 25 years.”
Tier One Planning
“We retired early and have never had to be concerned, with the secure thought that integrity and professionalism was always watching our portfolio.”
The 21 firms listed for Guelph, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Guelph, ON
All 21 firms we list here are in Guelph itself. We have 28 firms in Guelph on file; this page shows the highest-rated 21. 18 of the firms on this page have a rating, from 4.2 to 5.0 across 219 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (61%) and quality (48%). 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), insurance services (2) and investment services (2). 2 show a licence on their websites. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 20 of the firms on this page; 18 publish a contact page; 15 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Guelph take financial planning bookings online?
3 of the 21 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Hexavision Enterprise
“Sunny is An amazing person and an excellent investment advisor for all your needs don't hesitate to reach out”
Royal City Asset Management
“We were very impressed with the level of professionalism, given our level of understanding of the investment world!”
McGill Wealth – Manulife Securities
“Matt McGill is 100% professional in his approach to financial consulting.”
Rockwood Financial
“We've been using Rockwood Financial for years and have always been impressed with their service and knowledge!”
UK2 Canada Pension Transfers
“Got me a pension well done guys”
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Wright Wealth
“Whether you are investing $1,000 or $1,000,000, Trevor's personable manner makes every investor feel important.”
Investment Portfolio Design
IPC Investment Corporation - Mike Haveman
Cremasco Financial
“I am very grateful that our advisor Andrew is so responsive, helpful, kind and patient.”
Skyline Wealth Management
“I have been an investor for a few years and the service and professionalism is 100%.”
Compass Private Wealth
Philotimo Wealth Management
D'Arcy Mosher Financial Consultants
Argentium Consulting
Tier One Investments
Why these companies made our list
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