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Heidi Blondin Financial
“I left with more knowledge and tools that I can use to enhance my financial security and well-being.”
Best Financial Advisors near Quinte West, ON
None of these firms is based in Quinte West; they work from towns including Peterborough (61 km), Belleville (15 km) and Batawa (2 km).
24 firms listed · 1 open weekends · 19 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Lighthouse Wealth Management
“A particular aspect I like is that they provide general information on their personal investments as a measure against what we/they are doing with our investment … it is nice to have a comparison despite the different levels of risk that we might be ...”
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Roche
“Great service from Elaine”
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Forward Finances
“I transferred from another company where I was making peanuts in return on investments and I am finally seeing some great results.”
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Riley Financial
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Tipper Financial Services
“Knowledgeable, trust worthy financial planners who take time to explain to you and present options as to the best way to invest in your future.”
The 24 firms listed for Quinte West, 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: Quinte West, ON
21 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 104 reviews; 19 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a licence on its website. 8 have ten or more years of experience, the longest 28 years. 1 offers a free initial consultation; 4 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 20 of the firms on this page; 17 publish a contact page; 17 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Quinte West 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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Christian Jaehn-Kreibaum - Raymond James
“I have referred several clients to Christian over the years, all of whom have been thrilled with his professionalism, attention to detail, and ultimately their results compared to their previous advisor.”
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Paula Meier Associates
“The whole staff is great.”
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IPC Investment Corporation - Lise Allin
“Lise and her team exemplify the very best in customer service and wealth strategies.”
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Clearwater Services
- Knows
- Family
“In the short amount time that you and I have known each other you have helped me out tremendously by educating me, by understanding my own finances ...”
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Wendy Kellar, Financial Services
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Kingfisher Financial
“I appreciate Brent's knowledge first approach and his ability to offer insights in to your full financial picture.”
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Your Office
“Very patient and kind, easy to work with 👍 …”
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Dvern & Lehr
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Park Place Financial
“From the first time I met Dylan, it was evident that he cared deeply about what he was doing, and that he was going beyond the 9-5 hours in terms of staying up to date with the financial markets, and the best ways to take care of his clients.”
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Financial Solutions Napanee
“Very helpful and don't mind answering questions 100% recommend Will continue to bring my”
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Ashley Smith - Advisor Sun Life Financial
“Ashley was very nice she answered all my questions and set up a meeting for me.”
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Matthews + Associates
- Communication
- Team
- Financial Advisor
“I was very impressed with Joe, he is very knowledgeable and most importantly he has integrity, which in the investment advisory business, is very rare.”
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Harbr Financial Group
- Future
- Business
- Questions
“Harbr Financial Group is the place to go for investment management and insurance strategies.”
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Racine Financial
- Decisions
- Team
- Investment
“What I respect most is that when you have a question or perhaps need some help your inquiry is answered quickly and your answers are replied to or found out in a timely manner.”
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Trinity Family Wealth Advisors
- Investment
- Plan
- Team
“They have tailored our financial plan to our specific circumstances and taken a keen personal interest in our future welfare that goes beyond the excellent investment planning services they provide.”
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Lighthouse Private Wealth
“I really appreciate the knowledge and level of professionalism and patience I received from Matthew and his team.”
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Boden & Associates
“I trust her to give me the best financial advice for myself and my family .”
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TD Waterhouse Private Investment Advice
“Great people always looking out for you and they are good at what they do show me the money lol”
Retirement Planning and Investment Management Services in Quinte West, ON Cost Estimates
Minimum cost
$1223
Maximum cost
$10396
National Average
$3670
Avg Per Hour Rates
$367
$2446
$6727
Typical price range is based on 399 cost profiles
Why these companies made our list
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