Orillia, ON

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Orillia, ON
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Best Financial Advisors in Orillia, ON

24 firms listed · 5 in Orillia · 1 open weekends · 18 rated 4.5+ · 2 show a licence

Data verified October 16, 2026

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Circle of Wealth and Ray Snoei Manulife Wealth

Circle of Wealth and Ray Snoei Manulife Wealth

(2)
“His level of knowledge, service and attention to detail are top notch but what really sets him apart is the way that he makes you feel while working with him; valued, respected and significant.”
359 West Street N #1, Orillia, ON L3V
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IPC Investment Corporation - Ted Burton

IPC Investment Corporation - Ted Burton

(1)
“Excellent personalized service.”
In Business Since 2002
29 West Street S, Orillia, ON L3V 5G2
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IPC Investment Corporation - Bruce Mann

IPC Investment Corporation - Bruce Mann

(1)
“Have been so pleased with the personal advice and attention given by Bruce Kathy and Donna to me.”
In Business Since 2002
29 West Street S, Orillia, ON L3V 5G2
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Jeff Mayhew - Desjardins

Jeff Mayhew - Desjardins

(2)
“I would not hesitate to refer anyone to use his services.”
69 Nottawasaga St, Orillia, ON L3V 3J5
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Holliswealth

Holliswealth

(2)
“Darren gave perfect advice”
27 Coldwater St E, Orillia, ON L3V 1W4
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Gane Financial

Gane Financial

(50)
  • Learn
  • Strategies
  • Informative
“Great experience, learned lots and appreciated the time that was taken to explain new information each meeting and help you with whatever financial needs you may have.”
In Business Since 2004
Barrie, ON · 33 km from Orillia
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The 24 firms listed for Orillia, 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: Orillia, ON

5 of the 24 firms we list are based in Orillia; the other 19 serve Orillia from Barrie (33 km), Ramara (8 km) and Elmvale (31 km). 18 of the firms on this page have a rating, from 4.5 to 5.0 across 271 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (76%) and quality (72%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 1 is open on Sundays. 2 show a licence on their websites. 7 have ten or more years of experience, the longest 31 years. 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 22 of the firms on this page; 19 publish a contact page; 18 list a public email and 4 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 firms listed for Orillia take financial planning bookings online?

4 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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Plan With Trevor Insurance and Investments

Plan With Trevor Insurance and Investments

(39)
  • Industry
  • Policy
  • Investing
“Trevor put ALOT of effort into my financial plan and insurance, listened to all of my concerns and really tailor made a plan that worked and explained it well.”
In Business Since 2019
Barrie, ON · 33 km from Orillia
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Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning

(14)
  • Investment
  • Understand
“Right from the beginning she ensured we knew every little pros and cons of all the plans that she recommended including what should be the coverage amount, term and if we needed a critical illness or disability product aside from the coverage as part...”
In Business Since 2017
Barrie, ON · 33 km from Orillia
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Seven Elements Wealth Planning

Seven Elements Wealth Planning

(12)
  • Goals
  • Team
  • Feel
“After meeting with Richard on Thursday, I came away with a clear understanding of what my portfolio looks like and what changes need to be made to keep my assets strong.”
In Business Since 2020
Barrie, ON · 33 km from Orillia
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Wealth Achievers

Wealth Achievers

(6)
  • Portfolio
“Jason is a; very knowledgeable, driven, and professional individual who genuinely understands today's Financial Industry and how to make it work for his clients!”
Free Initial Consultation
Licensed
Barrie, ON · 33 km from Orillia
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Synergy Life Financial

Synergy Life Financial

(8)
  • Planning
  • Knowledge
  • Retirement
“It got a little tense when, as a Board Member of a local charity, I was charged with overseeing the investment of a six figure amount that had to be in safest place that would offer the best returns.”
Barrie, ON · 33 km from Orillia
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Atlantis Financial

Atlantis Financial

(5)
  • Meeting
“His expertise in financial planning has moved our retirement idea into a plan & I feel confident that by following his suggestions, our retirement will be comfortable & secure.”
Barrie, ON · 33 km from Orillia
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A. Jones Wealth & Estate Planning

A. Jones Wealth & Estate Planning

(1)
“There is no finer Insurance and Financial services that I know and Trust as I do with Al Jones!”
Barrie, ON · 33 km from Orillia
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Valuetrend Wealth Management

Valuetrend Wealth Management

(1)
“Great service very personable staff great expirience all around.”
Barrie, ON · 33 km from Orillia
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Shuttleworth Wealth Management

Shuttleworth Wealth Management

Licensed
In Business Since 2018
Barrie, ON · 33 km from Orillia
Featured

When You Book Your Travel Insurance Through Shuttleworth Wealth Management You Will Have Access To ***Serenity Service*** If You experience a 3 plus hour flight delay you will receive free access to the Airport Lounge. If You experience a 6 plus hour flight delay you will receive a direct deposit to your bank account of at least $300 for a Hotel. This service is completely free of charge if you book your Travel Insurance through Shuttleworth Wealth Management.

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Angelis Prattas Financial Advisor - Rockwater Wealth Management

Angelis Prattas Financial Advisor - Rockwater Wealth Management

(1)
“He has always been a source of clarity when I have investment and tax related questions and he provides a unique viewpoint over these matters.”
Barrie, ON · 33 km from Orillia
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Scotiamcleod

Scotiamcleod

(1)
“Very professional and great financial advice.”
In Business Since 2015
Barrie, ON · 33 km from Orillia
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Wellington West Capital

Wellington West Capital

Remote Consultations Available
Coupons & Offers
In Business Since 2023
Barrie, ON · 33 km from Orillia
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Simcoe Wealth | Manulife Wealth

Simcoe Wealth | Manulife Wealth

In Business Since 2021
Barrie, ON · 33 km from Orillia
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Daniel Duncan - Consultant At IG Wealth Management

Daniel Duncan - Consultant At IG Wealth Management

In Business Since 1995
Ramara, ON · 8 km from Orillia
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Cvfs - Clearview Financial Solutions

Cvfs - Clearview Financial Solutions

Elmvale, ON · 31 km from Orillia
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Mc Cullough & Sawyer Financial

Mc Cullough & Sawyer Financial

Barrie, ON · 33 km from Orillia
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FBC Farm and Small Business Tax Consultants

FBC Farm and Small Business Tax Consultants

(47)
  • Investment
  • Technician
  • Estate
“For the services I require for my small business , which is basically recording information that I entered into my computer, I find the fees very high.”
In Business Since 2000
Barrie, ON · 33 km from Orillia
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Assante Capital Management

Assante Capital Management

(24)
  • Confidence
  • Investors
  • Strategies
“His methodical and pragmatic approach to wealth management is refreshing in a profession where there is a lot of mediocrity and people looking to make a quick sale.”
In Business Since 2013
Barrie, ON · 33 km from Orillia
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