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Pierre Dauth Financial Services
“As customers we continue to be very well served by the entire team year after year.”
Best Financial Advisors near Rockland, ON
2 of these firms are based in Rockland; the others serve Rockland from towns including Ottawa, Orléans and Gatineau, QC.
2 open weekends · 13 rated 4.5+
Data verified October 19, 2026
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Lucra Financial Group
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Been There Financial Planning
- Meeting
- Retirement
- Strategy
“Following a handful of incredibly organized meetings, William provided us with realistic projections for retirement, a variety of well-explored scenarios, and an in-depth financial plan (addressed investments, tax liability, end-of-life/disability pl...”
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Sapience Financial Management
“I appreciated the time they took to review my investments and provide guidance for my personal planning.”
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Solution Finance
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Financial Solutions
“I have been going here for a few years now and I've always received great service.”
The 24 firms listed for Rockland, 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: Rockland, ON
15 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 300 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (76%) and quality (65%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "trust". 2 are open on weekends. 9 have ten or more years of experience, the longest 26 years. 1 offers remote or virtual consultations; 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 18 list a public email and 6 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 any financial advisers listed for Rockland offer a free first meeting?
2 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
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Wealth Strategies
“He and his team offer a personalized service.”
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Rochebanyan
“I should have done this a while ago, in fact some years ago, as that is how long I have been dealing with this firm for my financial planning requirements.”
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Walker Financial Services
“When we decided to buy a new boat, I spent hours on the phone with our banks and the rates and options we received were less than desired.”
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Fliesser Financial - Financial Advisor
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Holliswealth : Stephen Roos
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IG Gestion Privée de Patrimoine -Équipe Tremblay
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Moneyweb Financial
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Access Capital Solutions
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EO Family Wealth - Raymond James
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IPC Investment Corporation - Guy Seguin
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Kurtz & Associates
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MDL Financial Group
- Phone
- Expertise
- Questions
“Gabriel put some great work in for my families investments, he met with my wife and I and put together some great investment strategies that most importantly made us feel comfortable.”
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Forest Financial Planning
- Idea
- Commission
- Goals
“My wife and I hired Alex to prepare a retirement plan and obtain his opinion on many aspects of it, including investments, asset allocation and the likes.”
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Retirement in View
- Tax
- Report
- Fee
“We engaged Ayana to assist with retirement planning, with particular questions around defined benefit buybacks, as well as tax effectiveness for our retirement plan.”
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Financial Health Partners
- Trust
- Sound
- Team
“What really impressed us was the way Nic took the time to get an understanding for where we are at, provided us with financial planning advice tailored to meet our needs and goals.”
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Ottawa Investment Advisor John Bruce
- Registered Retirement Savings Plan
- Digit
- Portfolio
“It was never really of interest to our family, John felt his research and reading the market it was going to be a smart move, we agreed to a major investment in the stock and within 2 weeks when I was driving to work listening to the radio there was ...”
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Adam Schacter CFP
- Future
- Interests
- Understand
“Adam is an excellent financial planner, often taking extra time to explain the complexities of markets and finances in a way that even I can understand.”
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Tremblay Solutions Financières Inc
- Service
- Trust
- Knowledge
“Excellent services, always in the customer's interest!”
Why these companies made our list
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