Oro-Medonte, ON

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Oro-Medonte, ON
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Best Financial Advisors in Oro-Medonte, ON

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Oro-Medonte area.

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RBC Dominion Securities

RBC Dominion Securities

(7)
  • Plan
  • Partnership
  • Questions
“AJ is very transparent, responsive, and always acts in the best interests of his clients - he put together quite the investment plan for me that's already paying dividends and I look forward to our continued partnership moving forward.”
In Business Since 2000
Family Business
11 Victoria St Suite 100, Barrie, ON L4N 3A3
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FBC Farm and Small Business Tax Consultants

FBC Farm and Small Business Tax Consultants

(47)
Free 15-Minute Consultation, Bookkeeping, Member Services
“Tanner is so flexible when doing my tax returns for my business we 'Zoomed' during the pandemic and I finally had the pleasure to meet him and he came to me!”
In Business Since 2000
240 Bayview Dr #10, Barrie, ON L4N 4Y8
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Gane Financial

Gane Financial

(50)
  • Financial Literacy
  • Understanding
  • Learn
“We started saving for our future and for our kids future, saw the positives in our financial journey and became proud of what we were able to accomplish, and made some investment changes.”
In Business Since 2004
80 Mary St, Barrie, ON L4N 1T1
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Plan With Trevor Insurance and Investments

Plan With Trevor Insurance and Investments

(39)
  • Options
  • Knowledge
  • Industry
“In my very first meeting he narrowed down my need ( like to be honest he had a clearer idea about my insurance needs than I) and gave me a couple of choices .”
In Business Since 2019
49 High St 3rd floor, Barrie, ON L4N 5J4
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Podium Prosperity Group

Podium Prosperity Group

(21)
  • Plan
  • Understanding
  • Retirement
“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.”
In Business Since 2014
Family Business
54 Cedar Pointe Dr #1207, Barrie, ON L4N 5R7
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Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning

(14)
Wealth Management After Divorce, Income For Life, Retirement Planning With Segregated Funds
“Additionally, we very much appreciated her ability to explain things in a manner that we understood to keep us from feeling overwhelmed, having never discussed a lot of the items before.”
In Business Since 2017
181 Dunlop St W, Barrie, ON L4N 1B4
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Michele Hall, Mortgage Architects

Michele Hall, Mortgage Architects

(8)
“Michele's knowledge, attention to detail, lender connections, responsiveness and client care are just some of the reasons why I look forward to working with her again and again.”
Offers Financing Options
Licensed
Transparent Fees & Pricing
22 Trask Dr, Barrie, ON L4N 5R4
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Seven Elements Wealth Planning

Seven Elements Wealth Planning

(12)
Insurance, Retirement & Estate Planning, 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.”
In Business Since 2020
150 Dunlop St E #206, Barrie, ON L4M 6H1
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Wealth Achievers

Wealth Achievers

(6)
  • 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.”
Licensed
Free Initial Consultation
128 Wellington St W Suite 201, Barrie, ON L4N 8J6
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Synergy Life Financial

Synergy Life Financial

(8)
  • Knowledge
  • Family
  • Retirement
“Darryl is very easy to talk to and I like his down to earth approach He made me feel comfortable from the get go and I feel confident I am now on the right track with my retirement planning.”
30 Quarry Ridge Rd #201, Barrie, ON L4M 7G1
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Corporate Solutions

Corporate Solutions

(1)
Presentations, Estate Planning, Shareholder Planning
“They clearly care about their clients and understand the intregal role insurance has when creating, maintaining and passing on wealth.”
543 Yonge St, Midland, ON L4R 2C6
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Atlantis Financial

Atlantis Financial

(5)
  • Meeting
“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...”
48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3
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BFC Tax Accountants

BFC Tax Accountants

(4)
  • Finance
“He is detail oriented and will be thorough in understanding the specifics of the business.”
In Business Since 2021
49 High St Third Floor, Barrie, ON L4N 5J4
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Morgan & Partners

Morgan & Partners

“We take an individualized approach to each financial situation we encounter and provide a solution that will match your specific needs and financial constraints. In addition to our personalized approach, we are also able to provide flexible schedulin...”
In Business Since 2007
Coupons & Offers
4 Cedar Pointe Dr unit j, Barrie, ON L4N 5R7
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Circle of Wealth and Ray Snoei Manulife Wealth

Circle of Wealth and Ray Snoei Manulife Wealth

(2)
“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 ...”
Serving Oro-Medonte Area
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Three Thirds Financial

Three Thirds Financial

(2)
“She breaks finances down in an easy to understand model, has great suggestions and helps us to see money from a whole new perspective.”
411 Huronia Rd unit 5, Barrie, ON L4N 9B3
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Divorce the Smartway - Mediation

Divorce the Smartway - Mediation

(3)
Divorce Financial Plannning: Navigator, Divorce Application: Naked Divorce Filer, Support Reviews: Re;calibration
“Divorce the Smartway helped to ensure my ex and I knew what we were entitled to and helped to make sure both of us were fair in what we were negotiating.”
Transparent Fees & Pricing
411 Huronia Rd unit 5, Barrie, ON L4N 9B3
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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!”
40 Clapperton St, Barrie, ON L4M
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IPC Investment Corporation - Ted Burton

IPC Investment Corporation - Ted Burton

(1)
“Excellent personalized service.”
In Business Since 2002
Serving Oro-Medonte Area
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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
Serving Oro-Medonte Area
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Valuetrend Wealth Management

Valuetrend Wealth Management

(1)
“Great service very personable staff great expirience all around.”
147 Worsley St, Barrie, ON L4M 1M3
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Shuttleworth Wealth Management

Shuttleworth Wealth Management

“Since 1997, I have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? As a credentialed professional I would be glad to help.”
In Business Since 2018
Licensed
128 Wellington St W #201, Barrie, ON L4N 8J6
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Gabrielle Adams CPA

Gabrielle Adams CPA

(5)
“She gave me very detailed instructions on how to use the bookeeping program Simply Accounting.”
In Business Since 2022
Serving Oro-Medonte Area
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Angelis Prattas Financial Advisor - Rockwater Wealth Management

Angelis Prattas Financial Advisor - Rockwater Wealth Management

(1)
Investment Services, Employer Solutions, Estate Planning
“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.”
40 Clapperton St, Barrie, ON L4M
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Retirement Planning and Investment Management Services in Oro-Medonte, ON Cost Estimates

Minimum cost
$1205
Maximum cost
$10237
National Average
$3613
Avg Per Hour Rates
$362
$2409
$6624
Typical price range is based on 479 cost profiles
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Average Cost $3613
Minimum cost $1205
Maximum cost $10237
Avg Per Hour Rates $362

Typical range $2409 to $6624 is based on 479 cost profiles.

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