Saint Catharines, ON

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

24 firms listed · all 24 in St. Catharines · 3 open weekends · 19 rated 4.5+ · 1 shows a licence

Data verified October 16, 2026

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Niagara Region Money Coaches

Niagara Region Money Coaches

(50)
  • Future
  • Debt
  • Meeting
“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

(37)
  • Tax Filing
  • Saving
  • Money
“Definitely, an all in easy process especially for the students, The seamless integration of payment and booking style is what sets them apart for me.”
Serving St. Catharines Area
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Darren Bruce, Cpa, Professional Corporation

Darren Bruce, Cpa, Professional Corporation

(21)
  • Knowledge
  • Questions
  • Information
“Idea where to begin and right from the start reaching out to darren he gave us some amazing guidance on how to get started, from the incorporation process to getting me in touch with a reliable lawyer, giving me hours of information that is specific ...”
In Business Since 2009
7 Raymond St, St. Catharines, ON L2R 2S9
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Primenet Financial

Primenet Financial

(10)
  • Future
  • Communication
“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
145 King St, St. Catharines, ON L2R 3J2
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Prosim Financial Group

Prosim Financial Group

(8)
  • Business
  • Family
  • Insurance
“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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SMR CPA

SMR CPA

(4)
  • Company
“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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The 24 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 24 firms we list here are in St. Catharines itself. We have 33 firms in St. Catharines on file; this page shows the highest-rated 24. 21 of the firms on this page have a rating, from 4.0 to 5.0 across 271 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (87%) and quality (74%). 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), accounting (2), accounting services (2), bookkeeping (2) and employee benefits (2). 1 shows a licence on its website. Domain records put 7 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 20 of the firms on this page; 19 publish a contact page; 15 list a public email and 3 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?

3 of the 24 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.

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RK Life Strategies

RK Life Strategies

(3)
“Ive known Richard for 20 years is very knowledgeable and always there to help with whatever your needs may be!”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Bluestone Financial

Bluestone Financial

(6)
“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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D.B. Wyatt and Associates, Manulife Wealth

D.B. Wyatt and Associates, Manulife Wealth

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

Gatt Wealth Management

(1)
“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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Vision Financial Planning

Vision 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)
“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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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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Donro Financial Corporation

Donro Financial Corporation

“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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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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Cibc Wood Gundy Carlomusto Investment Team

Cibc Wood Gundy Carlomusto Investment Team

“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 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

Retirement Strategy: When and How to Update Your Retirement Plan So, the question remains: When should you revisit your retirement strategy? First off, when you've had a major change in your career, that's a good time to talk about your strategy. That change can be getting a new job, quitting, or being laid off. It can also be a promotion or a raise. Whether or not you've had a change in your main job, starting or selling a business enterprise is another cause for conversation.

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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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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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Cibc Wood Gundy

Cibc Wood Gundy

63 Church St, St. Catharines, ON L2R 3C4
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HomeWealth Management AdvisorsOntarioSt. Catharines, ON

Retirement Planning and Investment Management Services in St. 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.

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