View Profile
Georgian Shores Wealth Management - Larry Buckley
“I have been dealing with shawn davy for years, very professional.”
Best Financial Advisors in Midland, ON
The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Midland area.
View Profile
Corporate Solutions
Succession Planning, Estate Planning, Presentations
“They clearly care about their clients and understand the intregal role insurance has when creating, maintaining and passing on wealth.”
View Profile
Premier Financial Planning Services
“She carefully and thoroughly advised me about the various risks I needed to consider, patiently went through several iterations as I began to narrow my future vision, ran precise and exacting projections, and suggested highly creative options I never...”
View Profile
IPC Securities Corporation - Michael Webb
““My father started working with Webb and Associates years ago to manage his money in retirement, and while I was young at the time, I noticed that he always came home from the meetings “with his financial people” with a big smile on his face. After m...”
View Profile
Aimee Lococo-Sarabura, CPA
Tax Services, Accounting Services, Bookkeeping Services
“I've referred her to many friends and will continue to do so!”
View Profile
Blair Stotesbury, Chartered Professional Accountant
Tax Planning, Financial Planning, Estates & Trusts
“Excellent skill and very friendly.”
View Profile
Lilley Financial Group
“Worked with Mike, he was very professional, and always available anytime I called.”
View Profile
Gane Financial
- Manage
- Financial Plan
- Investments
“I would like to take this opportunity to thank Adam and the rest of the team at Gane Financial for providing quality and personalized advice for our financial situation.”
View Profile
Podium Prosperity Group
- Family
- Knowledge
- Understanding
“They worked with my wife and I to build a very detailed budget so we knew exactly where we spent each dollar every month and helped us find the right insurance for protecting our future.”
View Profile
Seven Elements Wealth Planning
Retirement & Estate Planning, Insurance, Wealth Planning
“Their combined financial knowledge and experience along with the ability to understand our needs and plans confirms to us that this is the financial planning company we we're meant to be with.”
View Profile
Wasaga Tax & Accounting
Year End Financial Statements, Tax Planning, Payroll and Source Deductions
“Great little place, quick and professional, long time customer”
View Profile
Wealth Achievers
- Portfolio
“My husband & I have been dealing with Jay for several years now (when he first started at Investors Group) he has always been professional and knowledgeable.”
View Profile
Synergy Life Financial
- Family
- Knowledge
- Retirement
“I appreciate this opportunity to express my thanks to Darryl for managing my portfolio which has made steady, substantial gains since 2008 under his expertise.”
View Profile
Strata Wealth & Risk Management
“Tyler and his team are such an amazing resource and always are keen to listen to your current ideas / challenges and find solutions to meet your short term needs and achieve your long term goals.”
View Profile
The Financial Centre of Collingwood
“Great great place.”
View Profile
Jaguar Capital
Jaguar Capital’s Success, Governance, Financial Management
“Jaguar Capital, led by Gerard Buckley, is an invaluable resource for growth companies that want to continue stable growth by ensuring that a proper governance structure is in place.”
View Profile
Spectrum Financial Strategies
WFM Client Login, Stay Informed resources newsletters, Open Menu
“Having a child with autism, I had many questions about my child's future and making sure that she is financially taken care of.”
View Profile
BFC Tax Accountants
“This amazing company filed my company's tax for me and they did fantastic job.”
View Profile
Atlantis Financial
“With the information that we gave him, Allan was able to demonstrate many different retirement scenarios such as : taking CPP at 65 versus 60 or 70; what our investment income and net worth would be like at various rates of return; adjusting other v...”
View Profile
Circle of Wealth and Ray Snoei Manulife Securities
“From helping me plan for my financial future, ensuring my insurance was set up to protect my loved ones, and getting my will and estate into order, Circle or Wealth has given me one less thing to worry about, I know my financial future and my family ...”
View Profile
Valuetrend Wealth Management
“Great service very personable staff great expirience all around.”
View Profile
IPC Investment Corporation - Bruce Mann
“Have been so pleased with the personal advice and attention given by Bruce Kathy and Donna to me.”
View Profile
A. Jones Wealth & Estate Planning
“There is no finer Insurance and Financial services that I know and Trust as I do with Al Jones!”
View Profile
IPC Investment Corporation - Ted Burton
“Excellent personalized service.”
Retirement Planning and Investment Management Services in Midland, ON Cost Estimates
Minimum cost
$1191
Maximum cost
$10122
National Average
$3573
Avg Per Hour Rates
$358
$2382
$6550
Typical price range is based on
435 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
