Saint Thomas, ON

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

24 firms listed · 4 in St. Thomas · 1 open 24/7 · 1 open weekends · 21 rated 4.5+

Data verified October 18, 2026

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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
Featured

Some of you may know that when it comes to Hockey in the Rimnyak household, it's a battle as Bob loves his Montreal Canadians and Karin loves her Winnipeg Jets. What happens when the two teams meet in Montreal? You go to the game! Karin and Bob enjoyed a well deserved few days away recently and...

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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

In Business Since 2022
188 Sunset Dr Unit 2, St Thomas, ON N5R 3B9
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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.”
London, ON · 24 km from Saint Thomas
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Bayswater Wealth Management

Bayswater Wealth Management

(32)
  • Team
  • Tax
  • Knowledge
“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...”
London, ON · 24 km from Saint Thomas
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The 24 firms listed for St. Thomas, 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. Thomas, ON

4 of the 24 firms we list are based in St. Thomas; the other 20 serve St. Thomas from London (24 km) and Port Stanley (11 km). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 268 reviews; 1 has 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (89%), responsiveness (73%) and quality (59%). 1 is open around the clock and 1 is open on weekends. The services the firms on this page list most often on their websites are estate planning (3), financial planning (3), life insurance (3), business succession planning (2) and insurance solutions (2). 1 lists staff certifications (CFP). 10 have ten or more years of experience, the longest 33 years. 1 offers urgent consultations; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 19 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for St. Thomas offer a free first meeting?

2 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

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Buss Financial Group

Buss Financial Group

(20)
  • Question
  • Interest
  • Family
“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
London, ON · 24 km from Saint Thomas
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Stiller Financial

Stiller Financial

(8)
  • Future
“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
London, ON · 24 km from Saint Thomas
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Planeasy

Planeasy

(6)
  • Tax
  • Retirement
  • Meeting
“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.”
London, ON · 24 km from Saint Thomas
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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”
London, ON · 24 km from Saint Thomas
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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Robert T. Anderson, CFP - RTA Financial

Robert T. Anderson, CFP - RTA Financial

(2)
“After knowing Rob for over four years, I have seen him continuously learn to better serve his clients.”
In Business Since 2022
London, ON · 24 km from Saint Thomas
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Willow Tree Wealth Management

Willow Tree Wealth Management

(1)
“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
London, ON · 24 km from Saint Thomas
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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.”
London, ON · 24 km from Saint Thomas
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Budget Boss

Budget Boss

(1)
“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
London, ON · 24 km from Saint Thomas
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The Larry Myny Investment Group

The Larry Myny Investment Group

(1)
“He is determined to excel in every job that he takes on.”
In Business Since 1993
London, ON · 24 km from Saint Thomas
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IPC Securities Corporation

IPC Securities Corporation

In Business Since 2001
Transparent Fees & Pricing
London, ON · 24 km from Saint Thomas
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Lewkowitz Financial

Lewkowitz Financial

(3)
“She's known for breaking down tricky money matters into simpler terms, combined with her extensive knowledge, she's a blessing for anyone confused about their finances.”
30+ Years Experience
London, ON · 24 km from Saint Thomas
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Jennifer Jackson

Jennifer Jackson

(2)
  • Team
  • Professional
“Their depth of knowledge in investing, retirement planning, and taxation is impressive, providing me with comprehensive and tailored strategies to reach my financial goals.”
London, ON · 24 km from Saint Thomas
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Maclean Investment Group

Maclean Investment Group

(4)
  • Portfolio
“Over the past few years with them, I have received great advice and frequent updates and recommendations on diversifying my portfolio.”
In Business Since 2017
Family Business
CFP Certified
London, ON · 24 km from Saint Thomas
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Jindal Financial Group

Jindal Financial Group

(1)
“Vic and his team are very helpful in choosing appropriate insurance for Dental professional .”
In Business Since 1999
London, ON · 24 km from Saint Thomas
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Point B Financial

Point B Financial

London, ON · 24 km from Saint Thomas
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Path 2 Wealth

Path 2 Wealth

(1)
“Thank you John and Stacey for your continued support and commitment to Knowself Services' success!”
Port Stanley, ON · 11 km from Saint Thomas
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Bond Financial House

Bond Financial House

In Business Since 2013
Free Initial Consultation
London, ON · 24 km from Saint Thomas
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Dawna Reid Financial Planner

Dawna Reid Financial Planner

In Business Since 2012
Free Initial Consultation
London, ON · 24 km from Saint Thomas
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