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Optimize Wealth Management
“Gary and Dino have always gone above and beyond to help us with our financial management needs.”
Best Financial Advisors in Port Colborne, ON
The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Port Colborne area.
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Investment Planning Counsel
“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
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Desy's Bookkeeping & Tax Services
- Family
- Tax Returns
“My wife and i have used Desy,s tax service for a number of years and must say that we are more than pleased with the prompt professional way they completed our tax returns.”
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Fort Erie Business Centre
“The building is secure and centrally located with plenty of parking.”
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Lepper Financial Services
“He is very patient and willing to answer all the questions you may have.”
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Goodman Brown Financial
“They will work for you with no bias or influence from big investment firms or the large banks.”
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Ironwood Wealth Management Group
“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Ir...”
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IPC Securities Corporation - Jim Zoretich
Cash & Credit Management, Charitable Giving, Estate Planning
“Jim was very kind and helped me with all my financial needs”
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Real Estate Investment Solutions
“Rick guiding through the steps of my investment property purchase, helped arrange financing, assisted me to line up local contractors to convert the investment property I purchased to a solid income generating rental property,.”
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Assante Wealth Management
“Took the time for a very detailed retirement plan.”
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Adamson Wealth Group
“We serve your business and family - together. We'll work with you to build a strong financial plan, with strategies and choices designed to help you enjoy your life and reach your goals.”
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Astrid Goodman Office
“Full ServiceWe're the Chief Financial Officers for many of our clients' personal lives. They call on us with questions or to seek advice on everything from buying a car to investing for retirement to sending their kids to university. We co-ordinate t...”
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Queensbury Securities
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Meristem Financial Services
“She is always there to answer me, update my situation, help me improve my "financial health" and provide security for my wealth, investments, insurance, etc...”
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Roman A. Groch
“Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.. Insurance products are provided through RomAnna Management Inc..”
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RK Life Strategies
Investment Planning, Health Insurance Planning, Estate Planning
“A pleasure to do business with.”
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Westdale Financial Services
Financial Planning For Young Families, Investment Funds, Risk Management and Insurance
“Steve takes his time explaining things and helps you work on your financial goals in small bites.”
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Niagara Region Money Coaches
- Peace
- Fee
- Confident
“Whether you are just starting to learn about managing your finances or, as in our case, planning for retirement, Trevor's services are an absolute must.”
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Riz International
- Regret
- Insight
- Risk
“The Elite team has a track record spanning back years that you can trust, as well as a knowledge base that is worth the investment if you are serious about trading.”
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Jay Newton Financial
Life Insurance, Living Benefits, Investments
“Jay Newton, and his team, brings a wealth of knowledge, experience, guidance and personal touch to help you navigate the waters of financial options and planning available.”
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Primenet Financial
- Future
“Having someone like Kevin in your corner that offers genuine advice with a caring and intelligent approach, is what sets him and his business apart from others.”
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Ross Taylor Financial Corporation
“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
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Nadeem Ahmed CGA
Chartered Professional Accountants Of ontario, Canada Revenue Agency, Hamilton and the Surrounding Areas
“I use their services for my business extremely satisfied highly Recommended.”
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Prosim Financial Group
- Business
- Team
“Exceptional service, Prosim was both professional and easy to work with when inquiring about life insurance for both myself and my girlfriend after becoming home owners!”
Retirement Planning and Investment Management Services in Port Colborne, ON Cost Estimates
Minimum cost
$1196
Maximum cost
$10166
National Average
$3588
Avg Per Hour Rates
$359
$2392
$6578
Average price range is based on
343 cost profiles
Why these companies made our list
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