Owen Sound, ON

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Owen Sound, ON
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Best Financial Advisors in Owen Sound, ON

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Owen Sound area.

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Sound Life Solutions Corp

Sound Life Solutions Corp

(10)
  • Financial
  • Team
  • Expertise
“In the adventurous journey of financial planning, Kacie and her team have been our skilled navigators, charting our course with expertise and a keen eye on our financial well-being.”
In Business Since 2021
985 2nd Ave E, Owen Sound, ON N4K 2H5
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Michele Mannerow - Financial Advisor

Michele Mannerow - Financial Advisor

(2)
“She helped us get things on track quickly and was real about our situation without being discouraging.”
167 10th St W, Owen Sound, ON N4K 3R1
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Engaged Financial

Engaged Financial

“Insurance products, including segregated fund policies are offered through Engaged Financial, and Investment Representatives Mitch Childs and Rob Elder offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.”
In Business Since 2010
2075 16th Ave E, Owen Sound, ON N4K 5P7
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Wakeford and Company CPA Professional Corporation

Wakeford and Company CPA Professional Corporation

(1)
Management Consulting and Small Business
“Did my taxes for me a few years ago, then I made the mistake of going to H&R Block for a couple years.”
1580 20th St E, Owen Sound, ON N4K 3H1
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IPC Investment Corporation - Betty Anne Knight

IPC Investment Corporation - Betty Anne Knight

Estate Planning, Retirement Income, Cash & Credit Management
“Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to ourCorporate Social Responsibility(CSR) efforts, is the community development project in Honduras ...”
1156 2nd Ave E #101, Owen Sound, ON N4K 2H9
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Manulife Securities Brian Rawn

Manulife Securities Brian Rawn

771 2nd Ave E, Owen Sound, ON N4K 2G9
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Catapult Grey Bruce

Catapult Grey Bruce

“Our facility is located on the traditional land of the Anishnaabeg people. The Anishnaabeg include the Odawa, Ojibwe and Pottawatomi nations, collectively known as the Three Fires Confederacy. We are grateful to the Chippewas of Saugeen and the Chipp...”
In Business Since 2020
1130 8th St E, Owen Sound, ON N4K 5N8
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Green Peak Securities

Green Peak Securities

“I retired in 2010, and we had a lot of financial decisions to make. Glen Izzard helped us set up our LIF & RIFFs, and helped organize our existing accounts. My wife retired in 2013 when her RRSP was converted to a RIFF. We are so grateful to have Gle...”
Serving Owen Sound Area
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Gardhouse Financial Counsel

Gardhouse Financial Counsel

(10)
Bookkeeping/Accounting Services, Insurance and Investment Products, Small Business Financial Services
“I found that going with Gardhouse was way easier (I was able to submit a lot of the stuff via email) and my return was way better than before - not sure if it was magic or if they found things that HR Block missed.”
In Business Since 2011
Transparent Fees & Pricing
Serving Owen Sound Area
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RBA Financial Group

RBA Financial Group

“We use an active, hands-on approach that takes into account how changing one element of your finances affects other aspects. That is how we identify the optimum way to get the best overall results, whether it involves capital gains harvesting, RIF de...”
In Business Since 1999
Serving Owen Sound Area
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Purewealth Investments

Purewealth Investments

Life Insurance, Travel Insurance, Long-Term Care Insurance
“The Life Planning process provides you with the opportunity to look at your life from a “big picture” perspective, beyond the dollars and cents. It lets you delve into what matters most to you and your family. Most financial plans are obsolete the mi...”
In Business Since 2016
Serving Owen Sound Area
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Cornerstone Financial Group

Cornerstone Financial Group

(2)
“We have had nothing but positive experiences and have seen growth in our investments !”
In Business Since 2002
Transparent Fees & Pricing
Serving Owen Sound Area
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Harvey Financial Solutions

Harvey Financial Solutions

(1)
“Everything from quick responses to the million questions we have to sound investment advice that has been a game changer for us .”
Serving Owen Sound Area
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Gilkinson Financial the Mortgage Centre

Gilkinson Financial the Mortgage Centre

“Owned and operated by Bruce himself, the Gilkinson Financial journey began in 1993, after he graduated from Conestoga College with a Business Administration Accounting Diploma. Bruce then opened Gilkinson Tax Planning in his hometown of Listowel, Ont...”
In Business Since 2015
Licensed
Serving Owen Sound Area
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Tenth Street Wealth Management

Tenth Street Wealth Management

“Your investment planning and financial well-being will benefit from the Tenth Street Wealth team's 100+ years of combined experience and expertise. Located in Hanover, Ontario, we build relationships founded on trust, honesty, and responsiveness, bac...”
Serving Owen Sound Area
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Joe Sammut - Mortgage Architects

Joe Sammut - Mortgage Architects

(45)
  • Company
  • Team
  • Rate
“Joe was recommended based on his reputation for being 'really good' at what he does, his company sets themselves apart based on the topshelf customer service.”
Licensed
Offers Financing Options
94 Broadway, Orangeville, ON L9W 1J9
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Bluerock Wealth Management

Bluerock Wealth Management

“At BlueRock Wealth Management Inc., our mission is to provide comfortable solid advice that fits your personal or business roadmap. Our clients are serious about their future, whether they're new to financial planning or knowledgeable about investmen...”
Coupons & Offers
115 Hurontario St Ste 201, Collingwood, ON L9Y 2L9
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The Financial Centre of Collingwood

The Financial Centre of Collingwood

(3)
“For the first time in my life, I have an entire team of people working to achieve my goals.”
Transparent Fees & Pricing
59 Hurontario St, Collingwood, ON L9Y 2L7
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Jaguar Capital

Jaguar Capital

(1)
Governance, Financial Management, Jaguar Capital’s Success
“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.”
Admiral Building, 1 First St Suite 220-36, Collingwood, ON L9Y 1A1
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Lismar Financial

Lismar Financial

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
Free Initial Consultation
43 First St, Orangeville, ON L9W
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Tundra

Tundra

Risk Advisory Services, Mission Support, Training
“Tundra assists both individuals and organizations navigate their exposure to risk organizational risks, particularly in relation to working in emerging and frontier market situations. These services includes due diligence services on project business...”
Serving Owen Sound Area
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Wasaga Tax & Accounting

Wasaga Tax & Accounting

(9)
RSP Savings Assessments, Bookkeeping Services, Retirement and Estate Planning
“I have my taxes done here every year!”
In Business Since 2012
Serving Owen Sound Area
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Walker Financial Services

Walker Financial Services

(3)
  • Boat
“This review is overdue since we purchased our boat 2 years ago, but when I saw the low rating I had to put in my comments.”
In Business Since 2000
Serving Owen Sound Area
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IPC Investment Corporation - Stephen Monaghan

IPC Investment Corporation - Stephen Monaghan

(1)
“We had our first experience with Stephen and his staff and were so impressed.”
In Business Since 2011
7 Mill St, Orangeville, ON L9W 2M2
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Retirement Planning and Investment Management Services in Owen Sound, ON Cost Estimates

Minimum cost
$1216
Maximum cost
$10334
National Average
$3648
Avg Per Hour Rates
$365
$2432
$6687
Fair price range is based on 542 cost profiles
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Average Cost $3648
Minimum cost $1216
Maximum cost $10334
Avg Per Hour Rates $365

Fair range $2432 to $6687 is based on 542 cost profiles.

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