Suprun Wealth Management
“You can tell they've been doing this a while and their dedication to ensuring their clients receive the best results in clear to see”
Best Financial Advisors near Simcoe, ON
2 of these firms are based in Simcoe; the others serve Simcoe from towns including Brantford, Woodstock and Ancaster.
2 open weekends · 16 rated 4.5+
Data verified October 16, 2026
Investors Group
“He is trust worthy and goes above and beyond.”
Book onlineBook
Innovative Wealth Strategies
Green Private Wealth
“Not only has his service been incredible over the years, he also has way of making us feel comfortable about retiring when the time comes.”
Homebrook Financial Group
“Businesslike when required but really takes the time to know you and your situation and fully explains things.”
Cornerstone Capital Financial Group
“Shannon is professional, knowledgeable and trustworthy, important qualities in a financial planner.”
The 24 firms listed for Simcoe, 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: Simcoe, ON
18 of the 24 firms on this page have a rating, from 4.2 to 5.0 across 360 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. 2 are open on weekends. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 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; 17 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Simcoe take financial planning bookings online?
5 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Book onlineBook
Metrailler Wealth
“Upon meeting Phil for the first time I knew he was a person I could easily relate to, understand and trust.”
Brittain Group Financial Services
Book onlineBook
Novak Private Wealth Counsel
“If you are looking for a true personalized experience this is the firm you want to be partnered with!”
Book onlineBook
Alford Family Financial & Co.
“Their knowledge of the market and where to invest makes me sleep well at night!”
IPC Securities Corporation - David Simmons
“A straight shooter that invests your money well.”
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”
CGL Financial
“She explains everything to me (a beginner in the space) in a way that's accessible”
Grand Financial Planning
Good Redden Klosler
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.”
GEM Financial Group
Enlighten Financial
Heritage Group
Derek Brown
Book onlineBook
Vlaar Financial | iA Private Wealth
Igneski Financial
“His exceptional service sets him apart from his peers and I highly recommend anyone seeking financial guidance to meet with him for valuable insights and practical solutions.”
Wescan Accountant Professional
“They take great care of our personal and business accounting.”
Degraaf Financial Strategies
“Leöny has helped me to make difficult financial decisions with deep knowledge and providing a broad perspective.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
