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.

Georgian Shores Wealth Management - Larry Buckley

Georgian Shores Wealth Management - Larry Buckley

(1)
“I have been dealing with shawn davy for years, very professional.”
In Business Since 2001
Free Initial Consultation
437 King St, Midland, ON L4R 3N3
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Gane Financial

Gane Financial

(28)
  • Environment
  • Investments
  • Questions
“The team at Gane Financial genuinely cares about your financial future and helps you make the best decisions for what you individually want in your life.”
In Business Since 2004
80 Mary St, Barrie, ON L4N 1T1
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Podium Prosperity Group

Podium Prosperity Group

(23)
Clients, Intentional Wealth Programs, Financial Planning FOR Incorporated Business Owners
“These are priceless in her industry and help Julie to stand out as a top candidate to those seek services like those offered at Podium Prosperity Group.”
In Business Since 2014
135 Bayfield St, Barrie, ON L4M 3B3
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Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning

(11)
Wealth Management After Divorce, Income For Life, Retirement Planning
“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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Baffilk Financial Consulting

Baffilk Financial Consulting

(5)
Accounting & Bookkeeping, Payroll
“He is detail oriented and will be thorough in understanding the specifics of the business.”
In Business Since 2021
Free Initial Consultation
49 High St Third Floor, Barrie, ON L4N 5J4
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Bayside Financial

Bayside Financial

(5)
Payroll, Financial Planning, Income Tax Preparation
“I first found Doug when I was starting my business and he took the time to sit down with me, and offer helpful direction and advice for a successful start-up.”
In Business Since 2013
Free Initial Consultation
36 George St, Barrie, ON L4N 5N3
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Wealth Achievers

Wealth Achievers

(7)
  • 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
In Business Since 2018
Licensed
128 Wellington St W Suite 201, Barrie, ON L4N 8J6
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RBC Dominion Securities

RBC Dominion Securities

(7)
“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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Synergy Life Financial

Synergy Life Financial

(8)
  • Family
  • Knowledge
  • 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.”
In Business Since 2009
30 Quarry Ridge Rd #201, Barrie, ON L4M 7G1
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Divorce the Smartway - Mediation

Divorce the Smartway - Mediation

(3)
“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.”
In Business Since 2010
Transparent Fees & Pricing
411 Huronia Rd #5, Barrie, ON L4N 9B3
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Propel CPA Chartered Professional Accountants

Propel CPA Chartered Professional Accountants

(2)
Technology and Business Modernization, Financial Reporting & Tax, Entrepreneurial Collaboration (Mri™ Process)
“Over the years Peter has always kept my books in impeccable order, been readily available to answer my questions, has given me sound advise and has continually strived to keep my dollars working for me in the most ingenious ways.”
In Business Since 2019
204 Dunlop St W, Barrie, ON L4N 1B3
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Seven Elements Wealth Planning

Seven Elements Wealth Planning

(1)
Insurance, Retirement & Estate Planning, Wealth Planning
“Have been working with this team for a couple of years now.”
In Business Since 2020
50 Blake St, Barrie, ON L4M 1J6
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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.”
In Business Since 2005
543 Yonge St, Midland, ON L4R 2C6
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Christina Demmings

Christina Demmings

(6)
“She really takes care of her clients and makes sure to put them first.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2021
Licensed
Oro-Medonte, ON
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Financial Empowerment

Financial Empowerment

Business Owners, Disability Insurance, Segregated & Mutual Funds
“Mortgage referrals and insurance products, including segregated fund policies, are offered through Financial Empowerment Inc., and Michael Suter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.”
In Business Since 2019
3 Grouse Glen, Barrie, ON L4N 7Z4
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Premier Financial Planning Services

Premier Financial Planning Services

(3)
“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...”
In Business Since 2000
544 Hugel Ave, Midland, ON L4R 1V9
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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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Atlantis Financial

Atlantis Financial

(1)
“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.”
In Business Since 2002
48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3
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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!”
In Business Since 2008
40 Clapperton St, Barrie, ON L4M 3E7
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Spectrum Financial Strategies

Spectrum Financial Strategies

(1)
“Having a child with autism, I had many questions about my child's future and making sure that she is financially taken care of.”
In Business Since 2012
134 Collier St, Barrie, ON L4M 1H4
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Valuetrend Wealth Management

Valuetrend Wealth Management

(1)
“Great service very personable staff great expirience all around.”
In Business Since 2004
147 Worsley St, Barrie, ON L4M 1M3
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Gabrielle Adams MBA CPA CGA HB Comm

Gabrielle Adams MBA CPA CGA HB Comm

(5)
“She gave me very detailed instructions on how to use the bookeeping program Simply Accounting.”
In Business Since 2007
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.”
In Business Since 2021
411 Huronia Rd Suite 5, Barrie, ON L4N 9B3
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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.

Why these companies made our list

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