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Suprun Wealth Management
“Great advice, better people!”
Best Financial Advisors in Simcoe, ON
Handpicked from 50 vetted & reviewed Financial Planning & Wealth Management firms in the Simcoe area, discover the top 5 elite providers among the selected group of 24 finalists.
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Investors Group
“He is trust worthy and goes above and beyond.”
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Innovative Wealth Strategies
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Salvaacs Bookkeeping
“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!”
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Green Private Wealth
- 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.”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (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
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Cornerstone Capital Financial Group
“Her innovative ideas have come to fruition for our family and continue to carry on.”
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Robert Floris & Sean Howard : Mortgage Architects
- 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.”
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Homebrook Financial Group
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.”
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Barney Financial Group
- 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.”
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Millards Chartered Professional Accountants Brantford
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.”
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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.”
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Novak Private Wealth Counsel
- 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.”
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Mw&co. Wealth Management
Chartered Professional Accountants, Wealth Management, Insurance Pensions Benefits
“We have remained with this office even when we have moved two hours west of Woodstock.”
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Alford Family Financial & Co.
“Their knowledge of the market and where to invest makes me sleep well at night!”
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IPC Securities Corporation - David Simmons
Tax Planning, Estate Planning, Charitable Giving
“A straight shooter that invests your money well.”
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South Coast Financial Services
“Amazing service got my wife's and I life insurances through terry with ease don't hesitate to ask terry for your financial needs”
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Manulife Securities
“Judie and her staff provide top notch professional service.”
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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 ...”
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Good Redden Klosler
Accounting, Wealth Management, Advisory
“Professional & Knowledgeable services!”
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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...”
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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...”
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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 ...”
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Sun Life Financial
“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.”
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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....”
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
Why these companies made our list
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