Best Financial Advisors in Quinte West, ON

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Quinte West area.

Roche

Roche

(2)
“Elaine always provides the best service year after year and always a phone call away.”
In Business Since 2014
Bell Blvd, Belleville, ON K8P 5H3
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Quinte Business Accounting Services

Quinte Business Accounting Services

(28)
Bookkeeping, Advisory, Quickbooks™
“QB has done my taxes for last three years I have never had any problems with my taxes and thry are quick and they get everything rightfully returned to me.”
In Business Since 2014
365 N Front St Unit 15B, Belleville, ON K8P 5A5
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Trenval Business Development Corp

Trenval Business Development Corp

(17)
  • Funding
“Trenval has been instrumental in helping all of my businesses get started in the beginning, grow during the good times and pivot during the tough times.”
In Business Since 2011
Offers Financing Options
284B Wallbridge Loyalist Rd, Belleville, ON K8N 5E2
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Lighthouse Wealth Management

Lighthouse Wealth Management

(8)
Companies & Products We Represent, Individual Stock & Bond Holdings, How we Are Paid
“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 ...”
In Business Since 2002
Serving Quinte West Area
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Heidi Blondin Financial

Heidi Blondin Financial

(1)
Registered Education Savings Plans, Group Rsps, Tax Free Savings Accounts
“I left with more knowledge and tools that I can use to enhance my financial security and well-being.”
In Business Since 2013
390 1/2, Front St, Belleville, ON K7N 2Z8
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Forward Finances

Forward Finances

(2)
“I transferred from another company where I was making peanuts in return on investments and I am finally seeing some great results.”
In Business Since 2017
16 Kipling Dr, Belleville, ON K8N 4Z5
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Forgrave Financial Services

Forgrave Financial Services

“Forgrave Financial, formally Waters Financial, have been serving the Trent Hills and surrounding area since 1965. With over 50 years of experience, their team is dedicated to help design your “retirement and estate financial plan” based on your desir...”
In Business Since 2013
Free Initial Consultation
Serving Quinte West Area
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Riley Financial

Riley Financial

“A through explanation of investments and financial planning was covered. Our representative Wendy was fantastic, by giving so much time, care and expertise in a most comprehensive manner, established a positive rapport from the start and reached out ...”
In Business Since 2011
164 Moira St E, Belleville, ON K8P 2S6
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Clearwater Services

Clearwater Services

(7)
  • Knowledge
  • 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 ...”
Serving Quinte West Area
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IPC Investment Corporation - Lise Allin

IPC Investment Corporation - Lise Allin

(1)
“Lise and her team exemplify the very best in customer service and wealth strategies.”
1 Catharine St, Belleville, ON K8P 1K8
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Bridge To Wealth

Bridge To Wealth

“Insurance products, including segregated fund policies, are offered through Bridge To Wealth, and Jeanette Molloy, Paul Halloran, Matt Mawer, Julie Obstfeld, Paul Mawer, and Sara Hitchlock offer mutual funds, referral arrangements, and GICs through Q...”
In Business Since 2012
415 Maitland Dr, Belleville, ON K8N 4Z5
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Executor Plus

Executor Plus

“For executors or estate representatives who want total peace of mind including everything in the Complete package, plus an additional jurisdiction, additional notarized documents, additional representation hours and asset liquidation by an Estate Pro...”
In Business Since 2021
56 Cavendish Dr, Belleville, ON K8N 4Z4
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Tipper Financial Services

Tipper Financial Services

(1)
High Net Worth, Individual, Business
“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.”
In Business Since 2009
Family Business
340 Pinnacle St Suite 101, Belleville, ON K8N 3B4
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Wendy Kellar, Financial Services

Wendy Kellar, Financial Services

“Life can be complicated. I help you sort through the details and map a plan to help you meet challenges, develop a vision, and achieve your goals.”
In Business Since 2014
Serving Quinte West Area
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Loyalist Investment Centre

Loyalist Investment Centre

In Business Since 2012
100 Bell Blvd Suite 315, Belleville, ON K8P 4Y7
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A&E Tax and Accounting

A&E Tax and Accounting

In Business Since 2000
Serving Quinte West Area
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Life Value Financial

Life Value Financial

“At Life Value Financial, the three areas of Cash Flow Planning, Income and Asset Protection, Wealth Creation and Preservation are all elements of a single concept we refer to as Lifestyle Protection Planning (the Plan). Income is the driving factor f...”
In Business Since 2014
Serving Quinte West Area
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Dvern & Lehr

Dvern & Lehr

“The biggest advantage credit unions offer is a greater return on investment for money you've deposited in a savings account. Because credit unions aren't trying to make a profit, they funnel more money back to you. If your primary concern is getting ...”
In Business Since 2013
Serving Quinte West Area
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Cobourg Tax and Accounting

Cobourg Tax and Accounting

(26)
  • Season
  • Professional
  • Accountant
“He worked with me on my taxes, as Mike also helped one of my moms co-workers, the man was totally efficient, took me in right away, solved all my issues on the same day.”
1 Queen St Suite 102, Cobourg, ON K9A 1M8
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Park Place Financial

Park Place Financial

(4)
“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.”
In Business Since 2011
845 Hwy 7, Peterborough, ON K9J 6X7
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Financial Solutions Napanee

Financial Solutions Napanee

(1)
“Very helpful and don't mind answering questions 100% recommend Will continue to bring my”
In Business Since 2014
Serving Quinte West Area
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Cibc Private Wealth Management

Cibc Private Wealth Management

“When you invest in CIBC Market Linked GICs, you'll get peace of mind knowing your principal is always protected with the potential to earn a higher market-linked return.”
Coupons & Offers
Remote Consultations Available
In Business Since 1993
Transparent Fees & Pricing
Serving Quinte West Area
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Ashley Smith - Advisor Sun Life Financial

Ashley Smith - Advisor Sun Life Financial

(1)
“Ashley was very nice she answered all my questions and set up a meeting for me.”
210 Willmott St, Cobourg, ON K9A 0E9
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Cibc Wood Gundy- Ley Hall Wealth Management

Cibc Wood Gundy- Ley Hall Wealth Management

“For over 35 years, we have been helping our clients in the community of Cobourg and Northumberland County reach their financial goals. As Investment Advisors and Financial Planners, we want our clients to enjoy a genuine sense of freedom and security...”
In Business Since 2022
72 King St W Suite 302, Cobourg, ON K9A 2M3
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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
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Average Cost $3670
Minimum cost $1223
Maximum cost $10396
Avg Per Hour Rates $367

Typical range $2446 to $6727 is based on 399 cost profiles.

Why these companies made our list

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