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Covenant Wealth Financial Services
“Recently I received financial services from Joy Adams and I was very pleased with her explanation and detailed information about our family insurance policies.”
Best Financial Advisors near Innisfil, ON
These firms serve Innisfil from nearby bases in Barrie, Innisfil Beach and Alliston.
24 firms listed · 3 open weekends · 23 rated 4.5+ · 3 show a licence
Data verified October 18, 2026
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FBC Farm and Small Business Tax Consultants
- Plan
- 2023
- Knowledge
“He always responded promptly, was helpful and honest and on the rare occasions when he did not have the answer, he was quick to seek the answers and report back to me.”
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Gane Financial
- Financial Literacy
- Understanding
- Family
“We started saving for our future and for our kids future, saw the positives in our financial journey and became proud of what we were able to accomplish, and made some investment changes.”
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Plan With Trevor Insurance and Investments
- Options
- Knowledge
- Questions
“In my very first meeting he narrowed down my need ( like to be honest he had a clearer idea about my insurance needs than I) and gave me a couple of choices .”
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Assante Capital Management
- Meeting
- Wealth Management
- Fees
“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.”
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Tayler Insurance & Estate Planning
- Understand
- Investment
“Additionally, we very much appreciated her ability to explain things in a manner that we understood to keep us from feeling overwhelmed, having never discussed a lot of the items before.”
The 24 firms listed for Innisfil, 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: Innisfil, ON
23 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 335 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (70%) and responsiveness (70%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 2 are open on Saturdays and 2 on Sundays. 3 show a licence on their websites. 7 have ten or more years of experience, the longest 26 years. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 19 list a public email and 7 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 any financial advisers listed for Innisfil offer a free first meeting?
2 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
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Seven Elements Wealth Planning
- Meeting
- Feel
- Portfolio
“Their combined financial knowledge and experience along with the ability to understand our needs and plans confirms to us that this is the financial planning company we we're meant to be with.”
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RBC Dominion Securities
- Plan
- Partnership
- Questions
“AJ is very transparent, responsive, and always acts in the best interests of his clients - he put together quite the investment plan for me that's already paying dividends and I look forward to our continued partnership moving forward.”
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Wealth Achievers
- Portfolio
“My husband & I have been dealing with Jay for several years now (when he first started at Investors Group) he has always been professional and knowledgeable.”
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Synergy Life Financial
- Knowledge
- Retirement
- Family
“Darryl is very easy to talk to and I like his down to earth approach He made me feel comfortable from the get go and I feel confident I am now on the right track with my retirement planning.”
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Infinite Financial
- Questions
- Family
- Knowledge
“Her vast knowledge of current financial situations makes her capable of providing timely advise or referring you to one of many colleagues that has what you are looking for.”
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Atlantis Financial
- Meeting
“With the information that we gave him, Allan was able to demonstrate many different retirement scenarios such as : taking CPP at 65 versus 60 or 70; what our investment income and net worth would be like at various rates of return; adjusting other v...”
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Alliston Financial - Investment Planning Counsel
“Anytime I need support they're there to help me!”
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Ryan Stephenson - Manulife Securities
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Three Thirds Financial
“She breaks finances down in an easy to understand model, has great suggestions and helps us to see money from a whole new perspective.”
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Prolaunch Corporation
“Amazing new Barrie office for our clients, partners, growing network of female founders & independent advisory professionals serving Ontario, Canada and the United States.”
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Liahona Capital
“I've invested in Liahona MIC for well over a decade, and it has consistently been the best performing investment in my portfolio.”
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Valuetrend Wealth Management
“Great service very personable staff great expirience all around.”
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Divorce the Smartway - Mediation
“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.”
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A. Jones Wealth & Estate Planning
“There is no finer Insurance and Financial services that I know and Trust as I do with Al Jones!”
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Wilimek Financial
- Insight
- School
- Questions
“Paula's money school BLEW MY MIND, there was so much I didn't know I didn't know, Paula broke it down in simple, easy to understand steps and was there to answer any questions.”
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Shuttleworth Wealth Management
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Angelis Prattas Financial Advisor - Rockwater Wealth Management
“He has always been a source of clarity when I have investment and tax related questions and he provides a unique viewpoint over these matters.”
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Scotiamcleod
“Very professional and great financial advice.”
Why these companies made our list
What clients say about firms near Innisfil
- “Darryl took the time to listen to my concerns and answered all my questions and created a retirement plan for me that gave me the confidence to go from full time nursing to part time as I still want to keep busy.” — client of Synergy Life Financial
- “Jay has always had time to meet with us to answer questions, advise strategies, update us and recommend best portfolio options.” — client of Wealth Achievers
- “Josh is extremely knowledgeable and will spend the time to make sure you understand your investment portfolio!” — client of Assante Capital Management
Excerpts from public reviews of the firms listed on this page.
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