Best Financial Advisors in St. Catharines, ON

21 firms listed · all 21 in St. Catharines · 3 open weekends · 14 rated 4.5+ · 1 shows a licence

Data verified October 16, 2026

Niagara Region Money Coaches

Niagara Region Money Coaches

5.0 51 reviews
“Have recommended Trevor to many friends and would highly recommend Trevor to anyone looking for financial coaching, education and planning help.”
Virtual consultationsServes CanadaSince 2014
36 Hiscott St Suite 200
i
Bluestone Financial

Bluestone Financial

5.0 40 reviews
“Terry and Patty are always ready to answer our questions, and have given sound advice for our investments.”
96 Queen St
i
Book onlineBook
Kingsman Associates

Kingsman Associates

4.9 23 reviews
“Rajiv really helped me a lot in every aspect to make this process more easier and simpler for me.”
43 Church St Suite 302
i
Primenet Financial

Primenet Financial

5.0 16 reviews
“I've had the pleasure of working with Kevin Ridgeway at Primenet Financial for almost a year and he has truly been exceptional.”
Free consultationServes St. Catharines, Niagara-on-the-Lake, surrounding areasSince 2022
145 King St
i
Prosim Financial Group

Prosim Financial Group

5.0 11 reviews
“They have provided exceptional service and I would absolutely recommend them to friends and family.”
Virtual consultationsSince 1999
20 Corporate Park Dr Suite 201
i
RK Life Strategies

RK Life Strategies

5.0 3 reviews
“A pleasure to do business with.”
20+ years
10 Dunlop Dr
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The 21 firms listed for St. Catharines, 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: St. Catharines, ON

All 21 firms we list here are in St. Catharines itself. We have 28 firms in St. Catharines on file; this page shows the highest-rated 21. 15 of the firms on this page have a rating, from 4.0 to 5.0 across 280 reviews; 2 have 50 or more reviews and 14 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 1993. 3 offer a free initial consultation. We have a website on file for 17 of the firms on this page; 17 publish a contact page; 13 list a public email and 2 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 firms listed for St. Catharines take financial planning bookings online?

2 of the 21 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.

D.B. Wyatt and Associates, Manulife Wealth

D.B. Wyatt and Associates, Manulife Wealth

5.0 1 review
“This team is very knowledgeable and attentive to service.”
30+ years
23 Church St
i
Donro Financial Corporation

Donro Financial Corporation

5.0 1 review
“The service at Donro Financial is second to none Willy and Don are like having friends to help in any situation I highly recommend!”
15 Lyman St
i
Peak Investment Services

Peak Investment Services

4.0 1 review
Free consultationSince 1996
650 Vine St
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Basic Financial Services

Basic Financial Services

5.0 4 reviews
“I would like to extend my gratitude to Siyabulela, the assistant, for their professionalism and excellence.”
276 Geneva St
i
Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

5.0 1 review
“We met with Natasha to talk about our financial options, she was informative and professional and a pleasure to work with”
LicensedSince 2018
80 King St
i
Quinn Wealth Management

Quinn Wealth Management

271 Merritt St Unit 3
i
Cibc Wood Gundy Carlomusto Investment Team

Cibc Wood Gundy Carlomusto Investment Team

Since 1993
63 Church St
i
Sun Life Financial

Sun Life Financial

5.0 1 review
350 Scott St
i
DS Capital

DS Capital

5.0 1 review
63 Church St
i
IPC Wealth

IPC Wealth

Virtual consultationsSince 2018
Port Plaza, 600 Ontario St Unit 7A
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Andres Wealth Management

Andres Wealth Management

Free consultationVirtual consultationsServes St. CatharinesSince 2006
43 Church St #502
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Cibc Wood Gundy

Cibc Wood Gundy

63 Church St
i
George Martyniuk, CFP

George Martyniuk, CFP

30+ years
271 Merritt St
i
Bob Chick /Manulife Securities

Bob Chick /Manulife Securities

Since 2016
271 Merritt St #3
i
Y I S Financial

Y I S Financial

215 Scott St
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HomeWealth Management AdvisorsOntarioSt. Catharines, ON

Why these companies made our list

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