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Irvin Accounting & Tax Services
- 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.”
Best Financial Advisors in Kitchener, ON
24 firms listed · 21 in Kitchener · 3 open weekends · 19 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Jcmortgages.ca
- 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.”
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Garcia Financial
- Prices
- Questions
- Family
“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.”
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Ledgers
- Financial
“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.”
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Martin Christopher Investments
- 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.”
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ALT Caret CPA Bookkeeping, Accounting and Tax Services
- Price
“Great services and advice for bookeeping and any financial questions with lot of resources.”
The 24 firms listed for Kitchener, 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: Kitchener, ON
21 of the 24 firms we list are based in Kitchener; the other 3 serve Kitchener from Calgary, AB (2648 km). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 661 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (89%), responsiveness (80%) and quality (72%). 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are health insurance (2), investments (2) and travel insurance (2). 1 shows a licence on its website. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer payment plans and 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 23 publish a contact page; 20 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Kitchener offer a free first meeting?
3 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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Howlett Financial Partners
- 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.”
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Whitewater Financial
- Team
“The team at WhiteWater has been a pleasure to deal with.”
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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...”
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GE Solutions
“Great accountant had him for years excellent great guy”
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Hayhoe Team - Mandeville Private Client
“They have always been honest, professional and helpful in sharing the Pros and Cons as they see them with different investments.”
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NHT Associates
- 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.”
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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...”
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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...”
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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, ...”
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Tri City Financial Group
“We now have peace of mind that our children's interests will be well looked after in any eventuality.”
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DO Financial Canada
“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.”
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Ahmet Jakupi Financial Solutions
“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.”
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Investia Financial Services
“Deer Ridge Team isbuilt on a foundation of dedicated and qualified financialadvisors, along with their hard-workingteam members and committedassociates.”
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WD Development
“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...”
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Team RV Financial Consultants
- Travel Insurance
“I am so grateful to be able to work with him and know that my money is safe and growing.”
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Advice First Wealth / Harbourfront Wealth
“As you will find from exploring our website, we aren't your typical advisor. In fact, we consider ourselves alternative advisors . We look beyond the 3 major planning areas of education planning, retirement planning and estate planning and focus on l...”
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Keyes Financial Strategies
“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...”
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Haslam Financial
“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...”
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
Why these companies made our list
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