Simcoe, ON

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Simcoe, ON
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Best Financial Advisors in Simcoe, ON

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

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Suprun Wealth Management

Suprun Wealth Management

(1)
“Great advice, better people!”
In Business Since 2009
49 Robinson St, Simcoe, ON N3Y 1W5
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Investors Group

Investors Group

(1)
“He is trust worthy and goes above and beyond.”
30 Norfolk St S, Simcoe, ON N3Y 2V9
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Innovative Wealth Strategies

Innovative Wealth Strategies

Serving Simcoe Area
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Salvaacs Bookkeeping

Salvaacs Bookkeeping

(1)
“Sonja does an amazing job getting to know each and every customer she has by name, with fair prices, and fantastic customer service, you couldn't go wrong!”
Serving Simcoe Area
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Green Private Wealth

Green Private Wealth

(27)
  • Up to Date
  • Markets
  • Investment
“Can't say enough about Kris and Caryl, their vast knowledge and professional approach are second to none, always there for even "the not so smart" questions.”
In Business Since 2014
Free Initial Consultation
112 Springbank Ave, Woodstock, ON N4S 7P8
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Cornerstone Capital Financial Group

Cornerstone Capital Financial Group

(5)
“Her innovative ideas have come to fruition for our family and continue to carry on.”
Free Initial Consultation
214 Brant Ave, Brantford, ON N3T 3H9
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Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(50)
  • Interests
  • Integrity
  • Honest
“We were quite anxious as it was our first renewal at a time with higher rates but Sean helped us secure a competitive rate, a lot lower than what we were being offered by our previous lender.”
In Business Since 2006
Transparent Fees & Pricing
Emergency Services
236 Pritchard Rd, Hamilton, ON L8W 3P7
Featured

As an experienced homeowner, I couldn’t help but ponder the recent Globe and Mail article titled “The Cult of Houses as Investments Remain Strong.” While 73% of respondents in a recent Remax survey deemed homeownership an excellent investment, my perspective has evolved over time. Growing up as the child of immigrants, the notion of owning a home resonated deeply with me. Yet, upon reflection and research, I’ve come to question whether a house truly qualifies as an investment. Primary Purpose vs. Investment Potential: While a house undeniably serves as shelter, its potential as an investment hinges on factors like strategic selling and market fluctuations. Price appreciation isn’t guaranteed, as evidenced by the financial crisis and fluctuating equity values.

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Homebrook Financial Group

Homebrook Financial Group

(29)
Insurance, Extended Service Contracts
“We found both businesses very professional and we had a lot of laughs with Jeff, Margo, Melanie and Jessica and I have to mention Doug from Homebrook, who came to our home to finalize everything, whatta guy, he's welcome in our home anytime.”
Offers Financing Options
Serving Simcoe Area
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Barney Financial Group

Barney Financial Group

(16)
  • Team
  • Technology
“A true Bookkeeping Professional, providing seamless accounting services and solutions, her knowledge of accounting, and experience with new technology and systems is allowing us to operate efficiently.”
Transparent Fees & Pricing
Serving Simcoe Area
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Millards Chartered Professional Accountants Brantford

Millards Chartered Professional Accountants Brantford

(19)
Valuation, Technology, Personal
“I have been using her services for the last several years and she has consistently provided exceptional service with her diligent work and impressive intelligence.”
In Business Since 1998
Offers Financing Options
96 Nelson St, Brantford, ON N3T 2N1
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Brittain Group Financial Services

Brittain Group Financial Services

Financial Planning, Investments, Insurance
“At Brittain Group Financial Services we help you make informed decisions to protect yourself and your family, creating financial resilience for your future.”
In Business Since 2004
Transparent Fees & Pricing
320 N Park St #3, Brantford, ON N3R 4L3
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Novak Private Wealth Counsel

Novak Private Wealth Counsel

(7)
  • Team
  • Investments
“The team is knowledgable, helpful with everything from investments to retirement planning and have a wonderful staff, However above all, they're trustworthy.”
In Business Since 2011
11-330 West St, Brantford, ON N3R 7V5
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Mw&co. Wealth Management

Mw&co. Wealth Management

(3)
Chartered Professional Accountants, Wealth Management, Insurance Pensions Benefits
“We have remained with this office even when we have moved two hours west of Woodstock.”
In Business Since 2011
1321 Dundas St Unit B, Woodstock, ON N4S 7V9
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Alford Family Financial & Co.

Alford Family Financial & Co.

(1)
“Their knowledge of the market and where to invest makes me sleep well at night!”
Family Business
254 Brant Ave, Brantford, ON N3T 3J5
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IPC Securities Corporation - David Simmons

IPC Securities Corporation - David Simmons

(1)
Tax Planning, Estate Planning, Charitable Giving
“A straight shooter that invests your money well.”
20 Holiday Dr, Brantford, ON N3R 7J4
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South Coast Financial Services

South Coast Financial Services

(1)
“Amazing service got my wife's and I life insurances through terry with ease don't hesitate to ask terry for your financial needs”
In Business Since 2016
32 Greenwood Trail, Brantford, ON N3R 6G5
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Manulife Securities

Manulife Securities

(1)
“Judie and her staff provide top notch professional service.”
In Business Since 2010
Serving Simcoe Area
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Grand Financial Planning

Grand Financial Planning

“Grand Financial Planning helps our clients to achieve those goals. With our proprietary software system, some of the best contacts in the business and a wealth of hands-on financial experience, we bring your very best options to the discussion. It's ...”
122 Charing Cross St Unit 1, Brantford, ON N3R 2J1
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Good Redden Klosler

Good Redden Klosler

(1)
Accounting, Wealth Management, Advisory
“Professional & Knowledgeable services!”
In Business Since 1998
Serving Simcoe Area
FAQs
What is your collaborative approach?
When clients come to our office, they can expect to meet with several of our team members; each helping them with different areas of their plan. We all work together for our clients.
What type of businesses do you help?
We help established business owners, professionals and many farmers who appreciate professional guidance, advice and value good service. They are growth oriented and driven to succeed.
How long have you been in business?
Our firm has been in operation supporting businesses in Haldimand, Norfolk, Elgin, Brant, and Oxford counties since 1948. We are a landmark in the community and proud of our roots. We have two locations, one in Simcoe and one in Tillsonburg.
This information can be found on the FAQ page on our website.
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Sami CPA Professional Corporation

Sami CPA Professional Corporation

Small Businesses, Non-Residents, Estate
“If we ever do make a mistake preparing your tax return (it happens sometimes, hey , we're human, too) don't worry, we always stand behind our work so we will pay any penalties on our mistake. Just bring in the first CRA letter you receive and we'll t...”
In Business Since 2016
Serving Simcoe Area
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GEM Financial Group

GEM Financial Group

Loans & Mortgages, Portfolio Management, Will & Estate Planning
“Beyond traditional investments, Our team along with Optimize Wealth tailor strategies to align with your financial goals, lifestyle, and values. Our comprehensive planning considers all facets of your life, ensuring a balanced, empowered, and fulfill...”
In Business Since 2000
42 Riddell St, Woodstock, ON N4S 6M1
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J Laffin Financial

J Laffin Financial

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
Free Initial Consultation
10 Bigham Crescent, Woodstock, ON N4S 8H1
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Sun Life Financial

Sun Life Financial

(1)
“By far one of the best customer service people I've ever met and it's so refreshing because they're hard to find in this day and age.”
566 Peel St, Woodstock, ON N4S 1K4
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Derek Brown

Derek Brown

“I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook....”
In Business Since 2021
69 Light St Suite 11, Woodstock, ON N4S 6G9
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Retirement Planning and Investment Management Services in Simcoe, 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 324 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 324 cost profiles.

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