Best Financial Advisors in Keswick, ON

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Keswick area.

TK Dale Wealth

TK Dale Wealth

(7)
  • Investment
“From financial plans to investments, Trevor proves his passion for wealth management by providing the best options based on current trends.”
Licensed
In Business Since 2021
Shared with SE Telecom, 17075 Leslie St #7, Newmarket, ON L3Y 8E1
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Gane Financial

Gane Financial

(28)
  • Investments
  • The Future
  • Learn
“The team at Gane Financial genuinely cares about your financial future and helps you make the best decisions for what you individually want in your life.”
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, Wealth Management After Divorce, Income For Life
“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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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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Bayside Financial

Bayside Financial

(5)
Accounting, Payroll, Financial Planning
“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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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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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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John Fischer - Desjardins Financial Security Investments

John Fischer - Desjardins Financial Security Investments

(9)
  • Investing
“John has been amazing in helping my Financial needs.”
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
  • Family
  • Knowledge
“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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IPC Securities Corporation - Theresa Bartley

IPC Securities Corporation - Theresa Bartley

(2)
Private Wealth
“They have built a solid plan for me and my family.”
In Business Since 2013
431 Timothy St, Newmarket, ON L3Y 1P7
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Seven Elements Wealth Planning

Seven Elements Wealth Planning

(1)
Investments, Insurance, Retirement & Estate Planning
“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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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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Reynbridge

Reynbridge

(4)
“These folks have great programs for business (SBL) loans and they went out of their way to help me.”
In Business Since 2019
465 Davis Dr Suite 309, Newmarket, ON L3Y 7T9
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Financial Empowerment

Financial Empowerment

Critical Illness Insurance, Disability Insurance, 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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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
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2021
Serving Keswick Area
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York Credit Newmarket

York Credit Newmarket

(5)
Credit Repair, Credit Counselling, Other Financial Services
“While things are finally opening up in Ontario, these past two years have put HUGE financial hardships on me and my colleagues as well as countless of others.”
CCCS Certified
Free Initial Consultation
In Business Since 2013
2001 Sheppard Ave E, Toronto, ON, M2J 0A1
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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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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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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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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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Retirement Planning and Investment Management Services in Keswick, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 269 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 269 cost profiles.

Why these companies made our list

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