Kitchener, ON

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Kitchener, ON
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Best Financial Advisors in Kitchener, ON

The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Kitchener area.

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Irvin Accounting & Tax Services

Irvin Accounting & Tax Services

(48)
  • Questions
  • Satisfaction
  • Call
“I highly recommend them as professional accountants and bookkeepers, and recommend you look to no others for your personal and business needs across Ontario.”
In Business Since 2017
Free Initial Consultation
539 King St E, Kitchener, ON N2G 2L9
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Jcmortgages.ca

Jcmortgages.ca

(50)
  • Community
  • Gift
  • Responsive
“My husband and I connected with Janna in May 2023 for a Mortgage Renewal, we received quick, prompt communication and were made to feel important and prioritized.”
Offers Financing Options
In Business Since 2009
Licensed
Kitchener, ON
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Garcia Financial

Garcia Financial

(20)
Personal Taxes, Raising Capital, Financial Planning & Analysis
“I have always felt looked after, listened to and treated right by Mark at Garcia Financial and have never hesitated recommending Mark to friends and family.”
Free Initial Consultation
905 Steepleridge Ct, Kitchener, ON N2P 0B4
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Ledgers

Ledgers

(20)
Educational Services, Blacknorth, Trust Services
“I just called a few different accountants (all the top rated ones in KW on Google) and despite being super busy Ledgers was by far the most helpful so far.”
In Business Since 1997
737 Belmont Ave W Suite 3, Kitchener, ON N2M 1P3
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Martin Christopher Investments

Martin Christopher Investments

(19)
  • Future
  • Understand
  • Plan
“I was referred to Mason through a friend and he's done a fantastic job at alleviating my worries, helping me understand what to do with my savings and how investments work.”
In Business Since 2013
650 Riverbend Dr Suite A2, Kitchener, ON N2K 3S2
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ALT Caret CPA Bookkeeping, Accounting and Tax Services

ALT Caret CPA Bookkeeping, Accounting and Tax Services

(5)
Business Consulting, Service Locations, NOT FOR Profit
“Great services and advice for bookeeping and any financial questions with lot of resources.”
Offers Financing Options
In Business Since 2017
Transparent Fees & Pricing
20 Hanson Ave #5, Kitchener, ON N2C
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Howlett Financial Partners

Howlett Financial Partners

(12)
  • Strategies
  • Sound
  • Puzzle
“Ever since immigrating to Canada my husband and I have depended on Nathaniel and Howlett Financial Partners to assist us with our finances and planning our future.”
In Business Since 2020
137 Glasgow St Unit 201, Kitchener, ON N2G 4X8
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Whitewater Financial

Whitewater Financial

(4)
Corporate Wealth Navigation Strategy, Corporate Whole Life Insurance
“The team at WhiteWater has been a pleasure to deal with.”
9 Claremont Ave, Kitchener, ON N2M 2P2
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Advance Financial

Advance Financial

“At Advance Financial, we're committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today...”
Free Initial Consultation
36 Ebydale Dr, Kitchener, ON N2A 3N7
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GE Solutions

GE Solutions

(3)
“Great accountant had him for years excellent great guy”
In Business Since 2012
14 Peachwood Ave, Kitchener, ON N2B 1S9
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Hayhoe Team - Mandeville Private Client

Hayhoe Team - Mandeville Private Client

(2)
“They have always been honest, professional and helpful in sharing the Pros and Cons as they see them with different investments.”
In Business Since 2008
DEER RIDGE CENTRE, 4281 King St E Unit E, Kitchener, ON N2P
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NHT Associates

NHT Associates

(11)
  • Business Tax
“I decided to go ahead with having my taxes filed professionally for the first time rather than filing them myself, and this took away so much anxiety and stress from the process.”
In Business Since 2014
1241 Strasburg Rd #15, Kitchener, ON N2R 0S1
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Deverall Calma & Associates

Deverall Calma & Associates

“Deverall, Calma and Associates believes in building a team of professionals best suited to meet clients needs in a changing environment. We know there is no 'one size fits all' and our clients deserve solutions and strategies tailored to maximize fin...”
209 Frederick St, Kitchener, ON N2H 2M7
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Wealth Your Way

Wealth Your Way

“Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Wealth Your Way is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unio...”
In Business Since 2018
2960 Kingsway Drive Unit N14B, Kitchener, ON N2C 1X1
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Wagner, Livock & Associates Financial Services

Wagner, Livock & Associates Financial Services

“We take the time to understand your business, through this personalized process includes company valuation considerations and insights, risk management strategies, family and business governance matters, family dynamics, asset protection strategies, ...”
In Business Since 1999
379 Queen St S Unit 2, Kitchener, ON N2G 1W6
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DO Financial Canada

DO Financial Canada

(1)
Healthcare Spending Accounts (Hsa), Women and Money, Retirement Planning
“She is ready and able to talk to you about any concerns and as a bonus offers practical guidance and topics through their monthly Newsletters.”
In Business Since 2020
85 Cranarch Crescent Se, Calgary, AB, T3M 2J2
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Tri City Financial Group

Tri City Financial Group

(5)
“We now have peace of mind that our children's interests will be well looked after in any eventuality.”
Kitchener, ON
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Ahmet Jakupi Financial Solutions

Ahmet Jakupi Financial Solutions

(2)
“Ahmet is a volunteer in the Albanian Community, He assists our people in integrating and learning about our laws and regulations in Canada with his knowledge and patience.”
In Business Since 2009
69 Glasgow St, Kitchener, ON N2G 2G8
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Investia Financial Services

Investia Financial Services

“Deer Ridge Team isbuilt on a foundation of dedicated and qualified financialadvisors, along with their hard-workingteam members and committedassociates.”
4275 King St E Suite 320, Kitchener, ON N2P
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WD Development

WD Development

Personal Planning, Business Planning
“What happens to the advisor when a client dies? It depends on the advisor, and the relationship. There's a variety of responses; journalist Todd Humber interviews myself & Adam Schacter about what to do, what not to do and how to maintain a connectio...”
Transparent Fees & Pricing
675 Queen St S Suite 206, Kitchener, ON N2M 1A1
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Team RV Financial Consultants

Team RV Financial Consultants

(6)
  • Travel Insurance
“I am so grateful to be able to work with him and know that my money is safe and growing.”
Colton Cir, Kitchener, ON N2A 4K6
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Alvell Accounting

Alvell Accounting

“At Alvell Accounting, we are committed to delivering the best value to our clients. We understand the importance of your hard-earned money, which is why we strive to provide services that not only meet but exceed your expectations. Our team works tir...”
In Business Since 2024
Free Initial Consultation
70 Victoria St S #203, Kitchener, ON N2H 2Z5
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Keyes Financial Strategies

Keyes Financial Strategies

Risk Management, Financial Planning, Banking Services
“Mutual fund dealing representatives ("mutual fund advisors") registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are offered through Keyes Financial Strategies Inc. Banking products and services are offered throug...”
924 Manorbrook Ct, Kitchener, ON N2P 2Y2
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Haslam Financial

Haslam Financial

Group Insurance, Health Insurance, Insurance
“Paul Haslam has been in the financial services industry since 1969 – carrying on a family tradition as his father worked in the financial services industry. Paul has dedicated his life to his clients, providing financial strategies to help them prote...”
675 Queen St S #245, Kitchener, ON N2M 1A1
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Retirement Planning and Investment Management Services in Kitchener, ON Cost Estimates

Minimum cost
$1247
Maximum cost
$10600
National Average
$3741
Avg Per Hour Rates
$375
$2494
$6859
Typical price range is based on 395 cost profiles
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Average Cost $3741
Minimum cost $1247
Maximum cost $10600
Avg Per Hour Rates $375

Typical range $2494 to $6859 is based on 395 cost profiles.

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