Kitchener, ON

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Kitchener, ON
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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.

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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.”
85 Cranarch Crescent Se, Calgary, AB, T3M 2J2
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Noble Wealth Financial

Noble Wealth Financial

(4)
  • Team
“So happy to have found such a great team to help me reach my financial goals.”
Family Business
In Business Since 2010
Free Initial Consultation
123 Pioneer Dr unit 208, Kitchener, ON N2P 2A3
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GE Solutions

GE Solutions

(3)
“Great accountant had him for years excellent great guy”
14 Peachwood Ave, Kitchener, ON N2B 1S9
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Jcmortgages.ca

Jcmortgages.ca

(50)
  • Community
  • Gift
  • Responsive
“Janna answered all of my questions and emails, ran through numbers with me several times with the fast moving housing market and was extremely patient with us as we tried to get an accepted offer”
Licensed
Offers Financing Options
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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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
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Ledgers

Ledgers

(21)
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)
  • Plan
  • Educated
“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
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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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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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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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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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 Unit 207, Kitchener, ON N2R 0S1
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Hayhoe Team - Mandeville Private Client

Hayhoe Team - Mandeville Private Client

(1)
“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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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...”
2960 Kingsway Drive Unit N14B, Kitchener, ON N2C 1X1
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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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Wagner, Livock & Associates Financial Services

Wagner, Livock & Associates Financial Services

“Our five-step process is designed to maximize the value of your financial resources and achieve your objectives. First, we work with you to establish concrete goals instead of a vague wish list. Then, we assess your resources to gain a complete under...”
In Business Since 1999
379 Queen St S Unit 2, Kitchener, ON N2G 1W6
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Alt Caret

Alt Caret

Tax, Fractional Controller, Payroll
“Outsourcing your accounting functions can lead to significant benefits such as cost savings on employment and overheads, access to expert and experienced accountants, enhanced financial compliance, and improved efficiency. It also allows you to focus...”
Offers Financing Options
In Business Since 2017
Transparent Fees & Pricing
20 Hanson Ave #5, Kitchener, ON N2C
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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.”
Kitchener, ON
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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
“My conversation with realtor Nicole Lopez on her podcast focsed on how to build the foundation for financial literacy, make decisions with more confidence and change the way to you relate to your money.Don't let the title of the episode stop you from...”
Transparent Fees & Pricing
675 Queen St S Suite 206, Kitchener, ON N2M 1A1
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Advice First Wealth / Harbourfront Wealth

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...”
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 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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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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