The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Saint Thomas area.
Learn how we score.
Prominent finalists A-Z in Saint Thomas
Accountable
Action Financial Group
Angela Dees – Guaranteed Investment Specialist
Bayswater Wealth Management
Burton Financial Group
Buss Financial Group
Chuck Vint Sunlife Financial Services
Fine Motors of London
Hal Canoglu, REALTOR | HALCAN REAL ESTATE
IA Private Wealth
Jeff Krieger – Omac Mortgages
Maclean Investment Group
Manulife Securities
Mortgage Network London
Nexmil Solutions
Paul J. Pickering and Associates Limited
Planeasy
Rayna Elabed Real Estate Sales Representative
SPM Financial
Stiller Financial
The Finucci Janitis Allen Group of RBC Dominion Securities
Welker & Associates
Wharncliffe Auto Group
Williams Financial Group | Manulife Securities
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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.”
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Manulife Securities
(2)
“Brett is extremely trusted and helped me immensely in my personal/professional finances highly recommended.”
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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.”
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Angela Dees - Guaranteed Investment Specialist
“We are in our 80's and have our investments in mutual funds. Angela was referred to us by friends. When we sat down with Angela, we found out we could insure our mutual funds & confidentially name our kids and grandchildren as beneficiaries. One of o...”
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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 ...”
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Jeff Krieger
(50)
The Future
Understand
Questions
“My spouse and I were skeptical at first about going to the trouble of working with a mortgage broker to switch our mortgage provider, but we're so glad we did.”
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Welker & Associates
(50)
Consumer
Call
Financial
“I appreciate everything Sue and the Team at Welker and Associates has done for me and I know I'll be able to move on with my life stress free thanks to the.”
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Wharncliffe Auto Group
(45)
“Great experience!”
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Nexmil
(48)
Financial Plan
Dreams
Team
“Jason, Tom and the whole Nexmil team continue to go out of their way to ensure our complete satisfaction, and we could not be more pleased with the service they have provided us.”
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Fine Motors of London
(44)
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!”
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Bayswater Wealth Management
(29)
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...”
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Accountable
(1)
Debt & Mortgage Services, Investments, Accounting
“Very knowledgeable and above all honest.”
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Buss Financial Group
(17)
Group Savings Plans, Business Solutions, Spending Strategies
“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.”
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Burton Financial Group
(17)
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.”
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Rayna Elabed Real Estate Sales Representative
(14)
Business
“She has a great personality and is very experienced with the market and always updates me with amazing property's 10/10 recommend Rayna for all your real estate needs”
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Williams Financial Group | Manulife Securities
(12)
Team
Pleasure
Investments
“You will be quite relieved to find what you are looking for: attention to your situation; a plan that protects your money; access to funds and investments beyond what a bank can offer; good old fashioned and amazing customer service; the peace of m...”
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Maclean Investment Group
(4)
Investment & Portfolio Management, Pension and Retirement Planning, Investment and Planning
“Over the past few years with them, I have received great advice and frequent updates and recommendations on diversifying my portfolio.”
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Hal Canoglu, Realtor | Halcan Real Estate
(12)
Professional
Market
House
“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...”
“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.”
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Mortgage Network London
(3)
Mortgage Renewals, Self Employed, First Time Home Owner
“Nathan was very helpful when it came to providing me mortgage information.”
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SPM Financial
(5)
SPM Benefits - Employee Benefits and Pension Management
“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.”
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The Finucci Janitis Allen Group of RBC Dominion Securities
(9)
Team
“They do great work!”
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Paul J. Pickering and Associates Limited
(14)
Questions
“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.”
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Planeasy
(4)
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.”
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Retirement Planning and Investment Management Services in Saint Thomas, ON Cost Estimates