Best Financial Advisors in Sault Sainte Marie, ON

Handpicked from 57 vetted & reviewed Financial Planning & Wealth Management firms in the Sault Sainte Marie area, discover the top 5 elite providers among the selected group of 24 finalists.

Maria Rickard & Associates

Maria Rickard & Associates

(15)
  • Life
“Claiming bankruptcy, your self worth is pretty low at the time and a feeling of I can't go any lower , Maria was compassionate and let me deal with her directly , to save going threw the office Maria also sorted out the confusion with amount owing ...”
In Business Since 2008
123 March St, Sault Ste. Marie, ON P6A 2Z5
i
Relevant Life Financial Group

Relevant Life Financial Group

(1)
“The entire team at Relevant Life Financial Group have eliminated any pushy sales tactics that can be standard in such an industry, and have replaced them with relationship building and supreme customer support.”
In Business Since 2016
Family Business
71 B, Spring St, Sault Ste. Marie, ON P6A 2Z9
i
IPC Securities Corporation - Ron Sonke

IPC Securities Corporation - Ron Sonke

Tax Planning, Estate Planning, Charitable Giving
“Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to ourCorporate Social Responsibility(CSR) efforts, is the community development project in Honduras ...”
Licensed
680 Albert St E, Sault Ste. Marie, ON P6A 2K6
i
IPC Investment Corporation - Lillie Financial

IPC Investment Corporation - Lillie Financial

Calculators
“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 2011
185 East St, Sault Ste. Marie, ON P6A 3C8
i
Great Lakes Wealth Advisory Group INC

Great Lakes Wealth Advisory Group INC

Managing Your Finances
“Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of jus...”
In Business Since 2020
27 Great Northern Rd UNIT A, Sault Ste. Marie, ON P6B 4Y4
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.3 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
IG Private Wealth Management - Donnelly Group

IG Private Wealth Management - Donnelly Group

“As long time investors, but fairly new to IG Wealth Management we couldn't be more pleased with the personal attention and the focus on details to reach our retirement goals. We have many U.S. Investments, Mark and Keith have worked with our U.S. Adv...”
In Business Since 2019
855 Queen St E #100, Sault Ste. Marie, ON P6A 2B3
i
Our Financial Plans

Our Financial Plans

“We understand that each client has unique goals and priorities that will change over time. Our advisors ensure they have a clear picture of client needs and have the experience and tools to help them achieve financial success. Our clients can rest ea...”
In Business Since 2017
369 Queen St E suite 104, Sault Ste. Marie, ON P6A 1Z4
i
Estateguard Life Insurance Agency

Estateguard Life Insurance Agency

“At EstateGuard, our focus is to help our clients reach their financial goals for every stage of life. We provide clients with the tools they need to have both health and financial security. We believe in unbiased professional advice when sourcing pro...”
119 Woodward Ave, Sault Ste. Marie, ON P6A 3T6
i
Authentic Financial Solutions

Authentic Financial Solutions

“As career advisors, we have an ongoing relationship with our clients in an effort to ensure that their financial plan is suitable and up-to-date. It is our belief that a financial plan is not an event, but a life-long process.”
In Business Since 2021
3-77 Great Northern Rd, Sault Ste. Marie, ON P6B 4Y8
i
Scotiamcleod - Edgar-Entwistle Wealth Management

Scotiamcleod - Edgar-Entwistle Wealth Management

Discretionary Process, Professional Corporations
“®Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private...”
In Business Since 2010
293 Bay St, Sault Ste. Marie, ON P6A 1X3
i
Wilmot Financial Services

Wilmot Financial Services

(48)
Self-Employed Contractors, Group Benefits, Investing For Professionals
“Then Del worked with us to gather all the information around our current portfolio assets and current income streams and really get a handle on what we had.”
181 St Andrew St E Unit #6, Fergus, ON N1M 1P9
i
Get Me Debt Free

Get Me Debt Free

(50)
  • Options
  • Life
  • Team
“When I reading up on this and decided to send them an email seeing if I was eligible because let's face it there's always some kind of credit checks or reason why someone”
In Business Since 2017
430 Notre Dame Ave, Greater Sudbury, ON P3C 5K7
i
Bisaillon Asset Management

Bisaillon Asset Management

(50)
  • Needs
  • Business
  • Team
“There is never any pressure to invest or do things with your money that you aren't comfortable with and he gives sound, easy to follow financial planning advice.”
957 Cambrian Heights Dr Suite #200A, Sudbury, ON P3C 5S5
i
Bluerock Wealth Management

Bluerock Wealth Management

“At BlueRock Wealth Management Inc., our mission is to provide comfortable solid advice that fits your personal or business roadmap. Our clients are serious about their future, whether they're new to financial planning or knowledgeable about investmen...”
Coupons & Offers
115 Hurontario St Ste 201, Collingwood, ON L9Y 2L9
i
Sandra Mews & Associates

Sandra Mews & Associates

(26)
  • Pension Fund
  • Team
  • Confident
“Sandra has been very helpful in what fits my needs I recommend her and her associates 100% thanks Sandra keep up the great work and thanks for your time…”
In Business Since 2013
176 Larch St #102, Greater Sudbury, ON P3E 1C5
i
Innova Wealth Partners

Innova Wealth Partners

(26)
Mortgages & Lending, Insurance, Wealthcare Specialists
“I knew others that had invested with his associates at the time and after sitting down and talking investments, I was very confident in JF's skills as an investor.”
15+ Years Experience
888 Regent St Suite 208, Greater Sudbury, ON P3E 6C6
i
Gardhouse Financial Counsel

Gardhouse Financial Counsel

(10)
Rates, Bookkeeping/Accounting Services, Personal Financial Services and Products
“I found that going with Gardhouse was way easier (I was able to submit a lot of the stuff via email) and my return was way better than before - not sure if it was magic or if they found things that HR Block missed.”
In Business Since 2011
Transparent Fees & Pricing
Serving Sault Sainte Marie Area
i
Sound Life Solutions Corp

Sound Life Solutions Corp

(10)
  • Trust
  • Financial
  • Team
“In the adventurous journey of financial planning, Kacie and her team have been our skilled navigators, charting our course with expertise and a keen eye on our financial well-being.”
In Business Since 2021
985 2nd Ave E, Owen Sound, ON N4K 2H5
i
The Financial Centre of Collingwood

The Financial Centre of Collingwood

(3)
“For the first time in my life, I have an entire team of people working to achieve my goals.”
Transparent Fees & Pricing
59 Hurontario St, Collingwood, ON L9Y 2L7
i
Wealth Labs

Wealth Labs

(11)
  • Goals
  • Questions
  • Life Insurance
“Ben answered all of our questions as we went through the application process, and was even able to meet with us 'after hours' (aka once our kids were in bed) via Zoom so that we could complete the application uninterrupted.”
Serving Sault Sainte Marie Area
i
Jaguar Capital

Jaguar Capital

(1)
Governance, Jaguar Capital’s Success, Financial Management
“Jaguar Capital, led by Gerard Buckley, is an invaluable resource for growth companies that want to continue stable growth by ensuring that a proper governance structure is in place.”
Admiral Building, 1 First St Suite 220-36, Collingwood, ON L9Y 1A1
i
Northwise Financial

Northwise Financial

(4)
“I had a situation to review my insurance policy with Northawise and as a result they processed the net gains of my long term policy & as a result of their findings suggested that I retrieve the excess cash accumulated tax free.”
15+ Years Experience
885 Regent St S 3-28B, Sudbury, ON P3E 5M4
i
Michele Mannerow - Financial Advisor

Michele Mannerow - Financial Advisor

(2)
“She helped us get things on track quickly and was real about our situation without being discouraging.”
167 10th St W, Owen Sound, ON N4K 3R1
i
Michel Julien

Michel Julien

(1)
“A great friend and colleague who takes a holistic approach to financial planning.”
In Business Since 2018
957 Cambrian Heights Dr suite 200-a, Sudbury, ON P3C 5S5
i

Retirement Planning and Investment Management Services in Sault Sainte Marie, 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 448 cost profiles
Click to copy
Successfully copied!
Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 448 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top