Best Financial Advisors in Stoney Creek, ON
Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Stoney Creek area, explore the top 5 leaders in their field among the selected group of 24 finalists.
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Investment Funds, Severance & Pension Transfers, Risk Management and Insurance
“Steve takes his time explaining things and helps you work on your financial goals in small bites.”
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The Accounting Place
Real Wealth Management™, Corporate Tax, Accounting
“They are professional, responsive, good value for your money, but more than that they give you that personal touch that very few businesses do these days, I would highly recommend them for all your tax needs.”
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McGill Wealth – Manulife Securities
Discretionary Portfolio Management, Medical Professionals, Asset Management
“Matt McGill is 100% professional in his approach to financial consulting.”
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Coombs & Lutz
Wills and Estate, Business Law, Real Estate
“Bryan Lutz helped direct my claims to the right people”
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Nadeem Ahmed CGA
Chartered Professional Accountants Of ontario, Corporations Canada, Canada Revenue Agency
“I use their services for my business extremely satisfied highly Recommended.”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.7 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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Grenning & Co.
Bookkeeping, Corporate Tax Services, Payroll
“We highly recommend Fabian and his staff to anyone looking for accounting services.”
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David Cotton - Cotton Acuity Financial
“David is very informative, quickly responds to questions, transparent-honest and such a down to earth person-very easy to talk with and non judgemental.”
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Royal City Investment Corporation
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Monarch Wealth Corporation - Stoney Creek Branch
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Robert Floris & Sean Howard : Mortgage Architects
- Understand
- Decision
- Educated
“What I really respect about Robert is that he is not only passionate about what he is doing but he goes above and beyond to make sure that you have thought out every step and scenario before signing the dotted line.”
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LGC Smithers
- Questions
- Tax Returns
- Financial
“Our family has been with Larry Smithers for four years and without hesitation, I would happily recommend him to anyone who is looking for professional service, a warm personal individual (and staff) and most importantly, peace of mind.”
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Igneski Financial
- Questions
- Understand
- Options
“Louie not only knows how to look after your money now, he is always scoping the environment and future developments to ensure your investments are on the right track for the future.”
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Kingsman Associates
Accounting, Financial Advisory, Business Advisory
“You are awesome, always there to answer queries and supportive, client focused.”
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Degraaf Financial Strategies
“Not only have my investments profited substantially over this past year, but every inquiry I have had has been met by an immediate response from both Leony and Laura.”
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Safeguard Insurance and Financial Services
Business, Insurance Planning, Life Stages
“Gaston took care of our family's life policies and has introduced us to investment options that have really made the difference in planning for our financial future.”
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Homebrook Financial Group
Extended Service Contracts, Insurance
“Moved very fast on my boat purchase, and very responsive”
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Scan Global Holdings
- Professional
- Business
- Accounting
“I"m a proud customer of Scan Consulting Group for about a year and continue to be due to their outstanding service and their very personalized approach.”
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Tammy M. Alpe Professional Corporation
Personal AND Corporate TAX Compliance, Bookkeeping Payroll Services & Sales TAX Compliance, Business AND Advisory Services
“She and her team are extremely professional, helpful, well-informed, and always available to answer questions.”
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The William Douglas Group - Financial Advisor
- Questions
“We meet on a regular basis and our questions are always answered quickly and courteously whether in person, on the phone or via email.”
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Ben Jacobs, MA, Financial Advisor
- Investments
- Company
“I had the pleasure in speaking with Ben and it is clear education is the root of his practice and solution orientated procedures when it comes to addressing both insurance and finance.”
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Maduri Financial Group
For Businesses, For Individuals, Overview
“Extremely professional, responsive, with the ability to provide a full financial plan inclusive of budgeting, life insurance, retirement and tax planning, investment accounts, and everything in between.”
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Dean Paley, Cpa, CGA
Tax Services, Additional Business Services, Financial Planning
“Highly recommend working with Dean - highly responsive and client-centred, extremely knowledge, will go the extra mile to meet all of your accounting needs.”
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Joseph Truscott, Chartered Accountant and Management Consultants
Buying A Business, Franchises, Computer Software Selection
“Very detailed oriented, great person to work with.”
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Hudson Wealth and Trust Planning Group
“Granted, I lacked experience in those specific realms of finance back in 2015 but the passage of time has proven his recommendations on all fronts to be infallible”
Retirement Planning and Investment Management Services in Stoney Creek, ON Cost Estimates
Why these companies made our list
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