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FBC Farm and Small Business Tax Consultants
- Plan
- 2023
- Investment
“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!”
Best Financial Advisors near Oro-Medonte, ON
These firms serve Oro-Medonte from nearby bases in towns including Barrie, Orillia and Hillsdale.
24 firms listed · 3 open weekends · 22 rated 4.5+ · 2 show a licence
Data verified October 16, 2026
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Gane Financial
- 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.”
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Plan With Trevor Insurance and Investments
- 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 .”
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Tayler Insurance & Estate Planning
- Understand
- Investment
“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.”
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Seven Elements Wealth Planning
- Goals
- Meeting
- Feel
“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.”
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RBC Dominion Securities
- 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.”
The 24 firms listed for Oro-Medonte, 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: Oro-Medonte, ON
22 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 269 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (76%) and quality (70%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 2 are open on Saturdays and 2 on Sundays. 2 show a licence on their websites. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 16 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Oro-Medonte take financial planning bookings online?
5 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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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.”
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Synergy Life Financial
- 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.”
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Corporate Solutions
“They clearly care about their clients and understand the intregal role insurance has when creating, maintaining and passing on wealth.”
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Atlantis Financial
- 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...”
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Three Thirds Financial
“She breaks finances down in an easy to understand model, has great suggestions and helps us to see money from a whole new perspective.”
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Circle of Wealth and Ray Snoei Manulife Wealth
“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 ...”
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IPC Investment Corporation - Ted Burton
“Excellent personalized service.”
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A. Jones Wealth & Estate Planning
“There is no finer Insurance and Financial services that I know and Trust as I do with Al Jones!”
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IPC Investment Corporation - Bruce Mann
“Have been so pleased with the personal advice and attention given by Bruce Kathy and Donna to me.”
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Valuetrend Wealth Management
“Great service very personable staff great expirience all around.”
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Divorce the Smartway - Mediation
“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.”
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Shuttleworth Wealth Management
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Angelis Prattas Financial Advisor - Rockwater Wealth Management
“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.”
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Scotiamcleod
“Very professional and great financial advice.”
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Wellington West Capital
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Holliswealth
“Professional well planned service”
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Jeff Mayhew - Desjardins
“I was very impressed that he advised me he would be making contact with me on a regular basis to ensure that all my financial needs were being met.”
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Lilley Financial Group
“Worked with Mike, he was very professional, and always available anytime I called.”
Why these companies made our list
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