Best Financial Advisors in Kitchener, ON

Handpicked from 66 vetted & reviewed Financial Planning & Wealth Management firms in the Kitchener area, discover the top 5 leading options among the selected group of 24 finalists.

DO Financial

DO Financial

(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
c/o Canada Life, 4295 King St E Ste 403, Kitchener, ON N2P 0C6
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Noble Wealth Financial

Noble Wealth Financial

(6)
  • Team
  • Insurance
“Very helpful staff who was able to provide me all the information I need for my insurance.”
In Business Since 2010
675 Queen St S Suite 200, Kitchener, ON N2M 1A1
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Elliott Financial Consultants

Elliott Financial Consultants

(1)
“He listens to us and then creates a financial plan that suits our family.”
In Business Since 2006
CFP Certified
50 Sportsworld Crossing Road #280, Kitchener, ON N2P 0A4
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Gord Evans - Financial Solutions

Gord Evans - Financial 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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Jcmortgages.ca

Jcmortgages.ca

(30)
  • Feel
  • Gifts
  • Transaction
“You took a previous experience which was nothing short of a nightmare and made this transaction seem like a dream Then today , I got a wonderful surprise delivered to my door !”
Offers Financing Options
In Business Since 2009
Licensed
299 Manitou Dr A2, Kitchener, ON N2C 1L5
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Ledgers

Ledgers

(21)
Educational Services, Special Groups, Charities & Npo's
“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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Garcia Financial

Garcia Financial

(15)
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.”
In Business Since 2014
Free Initial Consultation
905 Steepleridge Ct, Kitchener, ON N2P 0B4
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Mason Leite Financial Planner, Martin Christopher Investments

Mason Leite Financial Planner, Martin Christopher Investments

(19)
  • Educated
  • Financial Planning
“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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Howlett Financial Partners

Howlett Financial Partners

(12)
  • Strategies
  • Confidence
  • Goal
“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
51 Breithaupt St Unit 100, Kitchener, ON N2H 5G5
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Klyne Financial

Klyne Financial

(1)
Estate Planning, Final Expense Planning, Retirement Income Planning
“Talking with Mac, he helped set me up with something really affordable that will make sure my family is taken care of and there was a lot of other benefits to boot.”
In Business Since 2020
797 Guelph St, Kitchener, ON N2H 5Z2
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Michael Brewitt - Financial Advisor

Michael Brewitt - Financial Advisor

(1)
Investment Planning, Life Insurance, Financial Planning
“Michael is a fantastic financial adviser that always has my best interests in mind.”
In Business Since 2022
50 Sportsworld Crossing Road #280, Kitchener, ON N2P 0A4
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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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Tri City Financial Group

Tri City Financial Group

(1)
“Rich has been amazing at helping us organize our finances and setting is down the right path.”
In Business Since 2012
83 Eliza Ave, Kitchener, ON N2E 0C5
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Wealth Your Way

Wealth Your Way

“Finally, a holistic financial planning platform that's built around you. We are unique individuals with different needs and share a common desire for enduring relationships that offer smart advice. Whether it's starting a family, owning a home, runni...”
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

“Wagner, Livock & Associates Financial Services Inc. has provided financial planning services, solutions and products to individuals and businesses. Our firm services Canadians nationally through a team of professional accredited advisors.”
In Business Since 1999
379 Queen St S Unit 2, Kitchener, ON N2G 1W6
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Hayhoe Team - Mandeville Private Client

Hayhoe Team - Mandeville Private Client

“To minimize the inevitable ups and downs that come with a reliance on the stock market, our conservative yet innovative approach to investing includes additional alternative asset classes such as private equity, mortgages, private debt, and instituti...”
In Business Since 2008
DEER RIDGE CENTRE, 4281 King St E Unit E, Kitchener, ON N2P 2E9
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NHT Associates

NHT Associates

(9)
  • 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
153 Country Hill Dr unit 3, Kitchener, ON N2E 2G7
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Alt Caret

Alt Caret

Financial Planning, Financing & Investing, Small Business Bookkeeping
“Alt Caret is led by a seasoned professional CPA who has worked within many industries performing all facets of accounting, operations and business development. The company has a team of dedicated professionals who have been servicing clientele for ov...”
Free Initial Consultation
In Business Since 2017
Offers Financing Options
20 Hanson Ave #5, Kitchener, ON N2C 2E2
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WD Development

WD Development

Development Field, Personal Planning, Business Planning
“Fixed expenses- the money that you've already spent based on the choices that you've made. These expenses are scheduled to go out at a regular time in a roughly regular amount. The exceptions to the 'regular time, regular amount' rule are costs to ma...”
In Business Since 2017
Transparent Fees & Pricing
675 Queen St S Suite 206, Kitchener, ON N2M 1A1
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Advice First - Financial Group

Advice First - Financial Group

“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...”
In Business Since 2012
Transparent Fees & Pricing
100 Conestoga College Blvd Suite 1100, Kitchener, ON N2P 2N6
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Keyes Financial Strategies

Keyes Financial Strategies

Risk Management, Financial Planning, Banking Services
“Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Keyes Financial Strategies Inc. Banking products and services are offered through referral. Banking products and service...”
In Business Since 2003
924 Manorbrook Ct, Kitchener, ON N2P 2Y2
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Dahabshiil Financial

Dahabshiil Financial

(1)
“This campany serves lots of people reach their loved ones with needed funds easily on time.”
283 Duke St W, Kitchener, ON N2H 3X7
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Delisi & Associates

Delisi & Associates

(1)
“Excellent service , very personable, great man to deal with and very trusting , sincerely karen janke”
871 Victoria St N Unit 9, Kitchener, ON N2B 3S4
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T Mensch Financial Planning

T Mensch Financial Planning

“Mensch Financial Planning is a trade name used to carry on business related to life insurance and mutual fund products. Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through ...”
In Business Since 2020
301 Frederick St, Kitchener, ON N2H 2N6
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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.

Why these companies made our list

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