Saint Thomas, ON

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Saint Thomas, ON
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Best Financial Advisors in Saint Thomas, ON

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Saint Thomas area.

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Manulife Securities

Manulife Securities

(2)
“Brett is extremely trusted and helped me immensely in my personal/professional finances highly recommended.”
255 Talbot St, St Thomas, ON N5P 1B4
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Action Financial Group

Action Financial Group

(5)
“We started with Karin when she and Sheena worked together and we have always had peace of mind knowing she was handling our investments with our best interest in mind.”
In Business Since 2014
1 Silver St, St Thomas, ON N5P 4L8
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Chuck Vint Sunlife Financial Services

Chuck Vint Sunlife Financial Services

(8)
  • Future
  • Retirement
“He has been pro-active by preparing multiple plan options and demonstrating the various outcomes for the different plans, which has been very helpful in determining our retirement route and goals.”
9 Princess Ave Unit 3, St Thomas, ON N5R 3V3
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IA Private Wealth

IA Private Wealth

Services, Process, Wealth Solutions
“Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection ...”
In Business Since 2022
188 Sunset Dr Unit 2, St Thomas, ON N5R 3B9
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Success Foundations Wealth Management

Success Foundations Wealth Management

(7)
  • Retirement
  • Understanding
  • Sound
“He takes the time to ensure that he understands my financial goals, risk tolerance levels and any other information that would impact my financial goals”
240 Waterloo St Unit 105, London, ON N6B 2N4
FAQs
What is financial planning?
Financial planning is the process of creating a roadmap for your financial future, taking into account your individual goals and circumstances, and developing a plan to achieve them.
How do I find a financial planner?
You can start by looking for a financial planner who is licensed and registered with a regulatory body such as the Financial Planning Standards Council (FPSC) or the Mutual Fund Dealers Association (MFDA). You can also ask for referrals from friends, family or colleagues.
What qualifications should a financial planner have?
A financial planner in Canada should have the appropriate licensing and registration from a regulatory body such as the Financial Planning Standards Council (FPSC) or the Mutual Fund Dealers Association (MFDA). They should also have relevant education and experience in financial planning.
What is the importance of estate planning?
Estate planning is important to ensure that your assets are distributed according to your wishes after you pass away. It can also help minimize taxes and avoid disputes among beneficiaries. A financial planner can help you develop an estate plan that is tailored to your specific needs and circumstances.
We try to answer commonly asked questions like these on the FAQ page of our website.
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Jeff Krieger

Jeff Krieger

(50)
  • Buyer
  • Understand
  • Questions
“Great communication for the entire procedure and his knowledge of the industry was an absolute asset, but it was his ability to understand what my needs were on this refinance that was astounding, and he was always a step ahead.”
Transparent Fees & Pricing
Free Initial Consultation
217 Wharncliffe Rd S 2nd Floor, Unit A, London, ON N6J 2L2
Featured

Investing in real estate is a great way to help secure your financial future. Be sure to look for properties that generate positive cashflow. This means that the rent that you receive from tenants should cover your mortgage payment, property taxes, utilities and insurance. It’s also wise to budget for additional maintenance costs so that you’re not shocked with extra bills as repairs and upkeep are required. I can help you find an investment property that meets your needs and budget.

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Welker & Associates

Welker & Associates

(50)
  • Consumer
  • Call
  • Financial
“Honestly, if you're nervous to call or start the process, it was one of the best things i've ever done, and Sue is just as wonderful in person as she is on the radio!”
Free Initial Consultation
484 Waterloo St, London, ON N6B 2P6
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Wharncliffe Auto Group

Wharncliffe Auto Group

(43)
  • Grand Caravan
  • Budget
  • Selection
“Great experience!”
Offers Financing Options
Coupons & Offers
847 Old Wharncliffe Rd, London, ON N6J 2N4
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Nexmil

Nexmil

(46)
  • Dreams
  • Goals
  • Team
“Even more important for me though, they took the times to get know me, and made sure their recommendations not only made sense for me today, but also for the future I wanted.”
140 Optimist Park Dr, London, ON N6K 4M1
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Fine Motors of London

Fine Motors of London

(43)
  • Feel
  • Questions
  • Price
“Unbelievably amazing service I have the joys of having Johnny Mac got me the best deal and delivery highly recommended Johnny Mac for all your car sales!”
In Business Since 2008
562 Hamilton Rd, London, ON N5Z 1S6
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Bayswater Wealth Management

Bayswater Wealth Management

(32)
Calculators
“Patrick's professionalism, extensive knowledge, and unwavering commitment to finding the optimal solution make Bayswater Wealth Management an outstanding choice for individuals in search of dependable financial advice and comprehensive insurance opti...”
465 Waterloo St, London, ON N6B 2P4
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London Ontario Realtor | Hal Canoglu

London Ontario Realtor | Hal Canoglu

(25)
  • Meeting
  • The Future
  • Home
“I recently bought a house in London, Ontario and had an excellent experience working with a knowledgeable and professional real estate agent with Halcan They provided invaluable insights, helped me navigate the process with ease, and ultimately helpe...”
In Business Since 2021
380 Wellington St tower b 6th floor, London, ON N6A 5B5
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Burton Financial Group

Burton Financial Group

(20)
Financial Security, Saving and Investment Products
“Had some issues with an old insurance policy issued by another agent and Chris and his office staff worked hard to get it resolved in a timely fashion.”
339 Wellington Rd #240, London, ON N6C 5Z9
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Buss Financial Group

Buss Financial Group

(20)
Estate Planning, Spending Strategies, Investment Planning
“I highly recommend their services to anyone looking for professional advice and a relationship with the same people, which you cannot find often in the transient world of investments, where advisors can often change, especially at banks.”
In Business Since 2008
100 Wellington St #101, London, ON N6B 2K6
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Rayna Elabed Real Estate Sales Representative

Rayna Elabed Real Estate Sales Representative

(15)
  • Business
  • Market
“The showings she secured for us, the insight/foresights she offered before anybody else as well as proactively connecting with all the relevant parties made my homeowners journey a sit back vacation.”
In Business Since 2012
Emergency Services
420 York St, London, ON N6B 3N1
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Stiller Financial

Stiller Financial

(8)
Investment Solutions, Financial Planning, Tax Planning
“I was originally hesitant to move my investments from the Bank but the initial funds I invested with Matt quickly outperformed any returns I was getting at the bank by a significant margin.”
In Business Since 2014
380 Wellington St #6, London, ON N6A 5B5
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Mortgage Network London

Mortgage Network London

(3)
Mortgage Renewals, Self Employed, First Time Home Owner
“Nathan was very helpful when it came to providing me mortgage information.”
Offers Financing Options
321 Springbank Dr, London, ON N6J 1G5
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Planeasy

Planeasy

(6)
Free Resources, Start Planning
“Based on your goals and assumptions, the final plan breaks down precisely how much you withdraw from various investments (eg non-registered, RRSP, TFSA, etc) and when to take OAS and CPP, in order to minimize tax.”
201 King St, London, ON N6A 1C9
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Paul J. Pickering and Associates Limited

Paul J. Pickering and Associates Limited

(15)
  • Questions
  • Feel
  • Finances
“Fast forward a few years and I need some info from his office and they were very helpful and were happy to hear my circumstances have drastically improved since then.”
In Business Since 1999
Free Initial Consultation
111 Waterloo St, London, ON N6B 2M4
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Robert T. Anderson, CFP - RTA Financial

Robert T. Anderson, CFP - RTA Financial

(2)
Employee Benefits, Financial Planning, Risk Management
“After knowing Rob for over four years, I have seen him continuously learn to better serve his clients.”
In Business Since 2022
255 Dufferin Ave suite 30, London, ON N6A 4K1
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Budget Boss

Budget Boss

(1)
Insurance, Business Planning, Estate Planning
“Seeing Joe grow as an expert in his field has been very exciting, especially with how passionate he is about finance and helping others.”
In Business Since 2016
Emergency Services
201 King Street, London, ON, N6A 1C9
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The Larry Myny Investment Group

The Larry Myny Investment Group

(1)
Farm, Family and Future
“He is determined to excel in every job that he takes on.”
In Business Since 1993
255 Queens Ave, London, ON N6A 5R8
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Willow Tree Wealth Management

Willow Tree Wealth Management

(1)
Critical Illness, Group Benefits, Life Insurance
“I continue to recommend him to friends and businesses associates; he provides the same level of care and objective advise to those people as well.”
In Business Since 2017
295 Central Ave, London, ON N6B 2C9
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SPM Financial

SPM Financial

(5)
  • Insurance
“So we were hesitant about life insurance and financial risk management due to our lack of exposure but it was our goal to educate ourselves,to not repeat history and to begin the cycle of generational wealth for our three children.”
530 Oxford St W Suite 19, London, ON N6H 1T6
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Retirement Planning and Investment Management Services in Saint Thomas, 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 453 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 453 cost profiles.

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Wealth Management Advisors near Saint Thomas

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