Best Financial Advisors in Simcoe, ON

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

Suprun Wealth Management

Suprun Wealth Management

“Following our Investment Plan/Mutual Commitment Meeting, you can expect a semi-annual portfolio review and regular contact to update you on your performance. We recognize each client has individual needs and may wish to meet with an advisor more or l...”
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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South Coast Financial Services - Simcoe

South Coast Financial Services - Simcoe

“Our Mission Our Mission is to help people buy homes, educate their kids, pay off their mortgages, plan and build for retirement and ultimately, move the wealth they've helped build from one generation to the next. While we build our businesses, we ha...”
In Business Since 2014
931 Norfolk St N, Simcoe, ON N3Y 3R9
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Nieuw Financial

Nieuw Financial

“I don't care what your bank balance is, how much you have to invest or if you have a simple question or a complex situation to review. I'm here to help”
In Business Since 2018
Serving Simcoe Area
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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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Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(50)
  • Interests
  • Financial Advisor
  • Happy
“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
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Homebrook Financial Group

Homebrook Financial Group

(25)
Insurance, Extended Service Contracts
“Just purchased our new temporary home and our future home away from home while our dream home is built!”
Offers Financing Options
Serving Simcoe Area
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Millards Chartered Professional Accountants Brantford

Millards Chartered Professional Accountants Brantford

(11)
Valuation, Technology, Personal
“I can't say enough about the professionalism and dedication of all the employees at Milard especially Skylar , her knack for the smallest details , the positive and uplifting attitude along with her calm demeanor really makes all the difference.”
In Business Since 1998
Offers Financing Options
96 Nelson St, Brantford, ON N3T 2N1
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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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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

(2)
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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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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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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Grand Erie Business Ctr

Grand Erie Business Ctr

(5)
Programs, Events, Services
“We are a small business and Tauri and Rob have made the process very easy.”
In Business Since 1997
Serving Simcoe Area
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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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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”
32 Greenwood Trail, Brantford, ON N3R 6G5
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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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Green Private Wealth

Green Private Wealth

(4)
“Being in the financial industry, I was pleasantly surprised the wealth of knowledge that Janet offered and the range of products.”
In Business Since 2014
Free Initial Consultation
112 Springbank Ave, Woodstock, ON N4S 7P8
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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
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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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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...”
42 Riddell St, Woodstock, ON N4S 6M1
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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.

Why these companies made our list

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