Best Financial Advisors in Saint Catharines, ON

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Saint Catharines area.

Niagara Region Money Coaches

Niagara Region Money Coaches

(30)
  • Retirement
  • Mind
  • Peace
“Trevor is totally unbiased / independent he does not work for any company or get any commission from anyone and work for you, not some mutual insurance company that has commission based financial advisors - The average mutual fund fee in Canada is 2.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Primenet Financial

Primenet Financial

(4)
  • 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 7E8
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RK Life Strategies

RK Life Strategies

(1)
For Businesses, Education Planning, Health Insurance Planning
“A pleasure to do business with.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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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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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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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

“Company Name - St. Catharines, ON. Company Message. Other”
In Business Since 2005
The Dominion Building, 39 Queen St, St. Catharines, ON L2R 5G6
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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.”
In Business Since 2014
11 Race St, St. Catharines, ON L2R 3M1
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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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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...”
In Business Since 2020
276 Geneva St, St. Catharines, ON L2N 2E8
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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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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 Securities Insurance Inc. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Manulif...”
In Business Since 2021
Free Initial Consultation
25 Church St, St. Catharines, ON L2R 3B4
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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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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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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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Paul Scheib - Sunlife Financial Advisor & Life Insurance

Paul Scheib - Sunlife Financial Advisor & Life Insurance

(3)
“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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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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SMR CPA

SMR CPA

“Our team and associates provides income tax planning that will help your company, and your family...”
In Business Since 2015
427 Welland Ave, St. Catharines, ON L2M 5V1
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Investment Planning Counsel

Investment Planning Counsel

“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
In Business Since 2018
Port Plaza, 600 Ontario St Unit 7A, St. Catharines, ON L2N 7H8
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Bob Chick /Manulife Securities

Bob Chick /Manulife Securities

“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Robert Chick Wealth Management is used for dealer business only. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking produ...”
In Business Since 2016
25 Church St, St. Catharines, ON L2R 3B4
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Estate Multipliers

Estate Multipliers

“She has an Honours Psychologydegree from Western University (1989), a law degree from Osgoode Hall Law School (1992) , and she is currently working on her CertifiedExecutor Advisor [CEA]designation.Christine believes that along with asound business p...”
In Business Since 2004
2 Saturn Ct, St. Catharines, ON L8P 2K7
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George Martyniuk, CFP

George Martyniuk, CFP

“You will have your own question about your finances that prompted you to seek advice. Your own preferences and circumstances mean that the answer needs to be specifically tailored to you. We would work with you to build a financial strategy that focu...”
30+ Years Experience
25 Church St, St. Catharines, ON L2R 3B4
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Y I S Financial

Y I S Financial

215 Scott St, St. Catharines, ON L2N 1H5
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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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