Best Financial Advisors in Stratford, ON

“They have always helped with my husbands business,and have saved him a lot of money.”

“We appreciate that you have worked hard to attain your wealth—and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be comp...”

“Prior to meeting Joe Figliomeni, my wife and I were in the care of a part-time financial advisor, who didn't really advise and our finances were not being managed well at all.”

“Celebrating with my milestones and supporting, advising and guiding through life's uncertain obstacles, Their envirnment is one of warmth, where you feel at home to dicuss anything.”

“Whether you are embarking on your savings journey or have been diligently saving for years, we provide a plethora of investment options tailored to your specific goals. Whether you are saving for unforeseen circumstances, your children's education, r...”

“Spending time with friends provides time to reflect on life and current events, sparking dialogue on causes that matter most to you. We'll work together to help you provide support to organizations or charities of your choice!”

“Fantastic!”

“I just called a few different accountants (all the top rated ones in KW on Google) and despite being super busy Ledgers was by far the most helpful so far.”

“They guide you and give you advice so you don't make the same mistakes therefore ultimately helping you make sure your business continues operating well and is successful.”

“It raised awareness of how people work most effectively, how to navigate conflict situations, how to bring out the best in each other and the strength that comes from having a team with many strong qualities.”

“Ever since immigrating to Canada my husband and I have depended on Nathaniel and Howlett Financial Partners to assist us with our finances and planning our future.”

“Gary has dealt with my Financials for 20 plus years, he is great to deal with, very professional, and always takes time to give my family and I the best options for our future.”

“The team at WhiteWater has been a pleasure to deal with.”

“Iain's advice has served my family and me well all these years, and whenever the topic of financial advisors comes up in conversation I always mention Iain and recommend him.”

“Very good to deal with .”

“As clients for over 25 yrs, we're still continually impressed by and grateful for the impeccable level of client care and expertise we get from the entire team at Opus Wealth Advisors.”

“He has provided my family with exceptional service for well over a decade now.”

“Overall, a very warm and friendly atmosphere!!!”

“Thanks for job”

“He met us in our home and took the time to genuinely understand our financial situation which also gave us the opportunity to ask plenty of questions along the way!”