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Best Financial Advisors near Perth, ON
1 of these firms is based in Perth; the others serve Perth from towns including Ottawa, Kanata and Brockville.
2 open weekends · 21 rated 4.5+
Data verified October 16, 2026
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BCM Financial Solutions
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Becker Hillier Wealth Management
“I enjoy working with him as my financial advisor and working towards my and my wife's retirement plans.”
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Joanne Jehu, CFP CKA
- Insurance
“Joanne is very experienced insurance planning specialist I highly recommend her services to anyone looking for true and unbiased advice.”
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Checkmate Asset Management
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Journey Financial
“Furthermore , she showed me how my budget would change once I did purchase a house by creating three different purchasing scenarios and provided me with a couple of suggestions of what I should do with my money a few years after buying my house.”
The 24 firms listed for Perth, 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: Perth, ON
21 of the 24 firms on this page have a rating, from 4.7 to 5.0 across 320 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (83%) and quality (61%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are cash & credit management (2), charitable giving (2), estate planning (2), financial planning (2) and retirement income (2). Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans; 4 offer a free initial consultation; 2 are family- or locally-owned and 2 list coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 19 list a public email and 4 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 Perth 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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IPC Securities Corporation - Jeff Keill
“Amazing people who make you feel like you are an integral part of their business”
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Brock Shores Financial
“My taxes can be a little complicated but Tim impressed me because he knew the answers right away without saying he needed some time to dig into things more.”
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Delta Creek Financial Advisors
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Aspire Wealth Group
- Financial Advisor
- Portfolio
- Savings
“As we moved into retirement and left Ottawa at the beginning of Covid he was there and responsive to our needs and concerns about our portfolio, we very much appreciated that and his advice and Guidance were spot on.”
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McAuley Financial Services
- Questions
- Future
- Number
“Over those years I have benefited from Jack's counsel but most recently I have been extremely impressed with the time and effort bringing about security, clarity and confidence while assisting my 92 year old mother with all her financial affairs.”
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Financial Health Partners
- Questions
- Trust
- Insurance
“FHP has helped me with our company since we started 9 years ago with our group benefits and life assurance and, more recently, with our employee pension plan.”
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Ottawa Investment Advisor John Bruce
- Market
- Registered Retirement Savings Plan
- Tuition
“John has been doing this a long time and has an interesting wide range of commercial experiences, which I think gives him depth and breadth, and very re-assuring in terms of hedging in turbulent times and an eye on excellent opportunities as well”
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Adam Schacter CFP
- Financial Plan
- Future
- Number
“I wouldn't hesitate for a moment to recommend Adam as a financial planner, especially to someone like myself who doesn't have a lot of experience or a background in financial matters.”
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Armand Bussiere
- Needs
- Financial
“I highly recommend Armand to whoever is looking to get a new mortgage or refinance or any other financial services as we also got very good financial advice from him.”
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Leonard Group Financial
“Based in Eastern Ontario, the Leonard Group Financial team specializes in offering thoughtful, creative solutions to help individuals and business owners transform their financial destiny.”
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Concierge Wealth Management
“I was ok with my last advisor but when you sit down with this team and everything is written out, analyzed and a plan is put together for you and your family, there was no doubt that they must be included in everything financial that I do.”
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Pierre Jeaurond &/ET Assoc.
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Ottawa's Award Winning Financial Planner
“It has been what I have needed and I am happy with all of the details and the personal care that was given to me from Andrew.”
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Trailway Wealth Advisors
“Steve Morden is fantastic”
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Rankin Rice Wealth Management
“She is well prepared for our regular reviews and her advice is much appreciated.”
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IPC Investment Corporation - Roy Anderson
“I have worked with this firm, specifically Michael Connelly, for the past decade (at least) and both my investments and my locked-in pension funds have weathered the financial storms very well and shown impressive growth.”
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Bowie Financial
“I have Life Insurance through them - and it's awesome, the cash values grow with dividends, my old policies, the numbers did not look like that in the future for my cash values.”
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IPC Investment Corporation - Gerry Myers
Retirement Planning and Investment Management Services in Perth, ON Cost Estimates
Minimum cost
$1114
Maximum cost
$9465
National Average
$3341
Avg Per Hour Rates
$335
$2227
$6125
Average price range is based on 454 cost profiles
Why these companies made our list
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