Saint Catharines, ON

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Saint Catharines, ON
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Best Financial Advisors in Saint Catharines, ON

Handpicked from 55 vetted & reviewed Financial Planning & Wealth Management firms in the Saint Catharines area, discover the top 5 elite providers among the selected group of 24 finalists.

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RK Life Strategies

RK Life Strategies

(2)
For Businesses, Education Planning, Health Insurance Planning
“Andrea is amazing to deal with and goes above and beyond to help you with your insurance travel needs.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Niagara Region Money Coaches

Niagara Region Money Coaches

(48)
  • Future
  • Confident
  • Peace
“I found that I was hesitant and having moments of financial paralysis, and his guidance and gentle coaching was just the support I needed to put everything in place in my late 50's, and to feel confident that I am on the path to a worry free retireme...”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Kingsman Associates

Kingsman Associates

(16)
Tax, Registered Accounts, Business Advisory
“I have been very pleased with their service and can share only positive experience.”
Serving Saint Catharines Area
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Primenet Financial

Primenet Financial

(8)
  • 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.”
In Business Since 2022
Free Initial Consultation
110 James St Suite 412, St. Catharines, ON L2R
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SMR CPA

SMR CPA

(4)
Corporate Tax Services, Business Plan Development, Corporate Accounting Services
“My company (and I) had been dealing with this Accounting Firm for over 20 years and dealt with Kim Saunders (and new owners Shehzad and Associates) during the last few years.”
427 Welland Ave, St. Catharines, ON L2M 5V1
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Prosim Financial Group

Prosim Financial Group

(8)
  • Team
  • Business
“Mike is pleasant, resourceful and has an uncanny ability to develop the best financial plan for someone to reach their personal and business financial goals, no matter the circumstances.”
20 Corporate Park Dr Suite 201, St. Catharines, ON L2S 3W2
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Gatt Wealth Management

Gatt Wealth Management

(1)
Employee Benefits, Long-Term Care Insurance, Resp
“I've also referred him to some of my business clients who are greatly pleased with his level of service.”
In Business Since 2017
437 Welland Ave, St. Catharines, ON L2M 5V2
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David Wyatt

David Wyatt

(1)
Wealth Management, Estate Planning, Financial Planning
“This team is very knowledgeable and attentive to service.”
23 Church St, St. Catharines, ON L2R 3B4
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Bluestone Financial

Bluestone Financial

(5)
“Having Patty and Terry as advisors for 30 years, I can say they have high integrity and have helped us create a successful retirement portfolio.”
96 Queen St, St. Catharines, ON L2R 5H3
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Peak Investment Services

Peak Investment Services

(1)
“Know what they're doing.”
In Business Since 1996
Free Initial Consultation
650 Vine St, St. Catharines, ON L2M 3V6
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Vision Financial Planning

Vision Financial Planning

CFO Services, Bookkeeping, Personal Financial Planning
“RGE & Associates provides the tools and resources to optimize your business. We offer CFO, Financial Planning, Bookkeeping Services across St. Catherines, Ontario.”
In Business Since 2016
96 Church St, St. Catharines, ON L2R 3C8
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Crawford Smith & Swallow

Crawford Smith & Swallow

(9)
Accounting, Bookkeeping, Advisory
“If you find yourself in financial despair with no where to turn, ease your mind and book a meeting with these professionals.”
In Business Since 1995
43 Church St #400, St. Catharines, ON L2R
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Matthew Lumley - Financial Services

Matthew Lumley - Financial Services

(1)
“He graciously accepted the challenge and engaged my students with his great communication skills and with how he explained concepts with great examples.”
In Business Since 2021
251 St Paul St W, St. Catharines, ON L2N 0B1
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Gollert Financial Services

Gollert Financial Services

In Business Since 2005
The Dominion Building, 39 Queen St, St. Catharines, ON L2R 5G6
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Donro Financial Corporation

Donro Financial Corporation

Mutual Funds, Advocacy, Professional Financial Planning
“Patricia Boyko has been our financial advisor for many years now. Her sound, prudent advice and disciplined approach have helped us progress towards our financial goals despite the carnage of the past few years. We greatly value her judicious applica...”
15 Lyman St, St. Catharines, ON L2R 5M8
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Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

(1)
“We met with Natasha to talk about our financial options, she was informative and professional and a pleasure to work with”
In Business Since 2018
Licensed
80 King St Suite 705, St. Catharines, ON L2R 7G1
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Aurora Tancock Financial Services

Aurora Tancock Financial Services

(1)
“Quality and informative detail provided allowing you to make an informed financial decision.”
11 Race St, St. Catharines, ON L2R 3M1
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Basic Financial Services

Basic Financial Services

“As attractive and exciting retirement can be, it can also be overwhelming to plan for it. You have worked hard throughout your life. You worked hard and you saved hard. How long will your savings last? Are you concerned you will run out of money in r...”
276 Geneva St, St. Catharines, ON L2N
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Paul Scheib - Sunlife Financial Advisor & Life Insurance

Paul Scheib - Sunlife Financial Advisor & Life Insurance

(4)
“In a world where communication is at our fingertips yet it may take days for any response, Paul stands out as incredibly timely and easy to get a hold of.”
386 St Paul St #203, St. Catharines, ON L2R 3N2
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Quinn Wealth Management

Quinn Wealth Management

“Quinn Wealth Management is a trade name used for dealer business only. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. Investment dealer dealing representatives ("Investment advisors") registered with Manul...”
Free Initial Consultation
25 Church St, St. Catharines, ON L2R 3B4
Featured

Investment Solutions Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as: Registered retirement plans (RRSP, RRIF) Locked-in retirement account (LIRA) Registered education savings plan (RESP) Tax-free savings account (TFSA)...

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Cibc Wood Gundy Carlomusto Investment Team

Cibc Wood Gundy Carlomusto Investment Team

Investment Process, Integrated Wealth Management, Cost of Services
“CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a divisio...”
In Business Since 1993
63 Church St, St. Catharines, ON L2R 3C4
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Kemp Financial Group

Kemp Financial Group

“As a Certified Financial Planner, Rachel has proven to be an invaluable asset to KFG. Coming from a family of physicians, Rachel's practice has a strong focus on assisting physicians and other professionals with their financial planning. She, like ev...”
10++ Years Experience
Family Business
20 Corporate Park Dr, St. Catharines, ON L2S 3W2
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Sun Life Financial

Sun Life Financial

(1)
“Career Financial Advisors who understand your needs and provide solutions to suit.”
350 Scott St, St. Catharines, ON L2N 6T4
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DS Capital

DS Capital

(1)
“Excellent personalized friendly service!”
63 Church St, St. Catharines, ON L2R 3C4
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Retirement Planning and Investment Management Services in Saint Catharines, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 396 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 396 cost profiles.

Why these companies made our list

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