Sudbury, ON

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Sudbury, ON
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Best Financial Advisors in Sudbury, ON

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Sudbury area.

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Bisaillon Asset Management

Bisaillon Asset Management

(50)
  • Understand
  • Questions
  • Trust
“I've only been with Bisaillon Asset Management for a few years, but always appreciated a quick phone call or meeting with Ray in-person to discuss past and future investment opportunities.”
957 Cambrian Heights Dr Suite #200A, Sudbury, ON P3C 5S5
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Get Me Debt Free

Get Me Debt Free

(50)
  • Interest
  • Solution
  • Call
“Angela from 4pillars Sudbury was fantastic to work with, explained each option available and gave us the tools to make the best informed decision based on our financial situation.”
In Business Since 2017
430 Notre Dame Ave, Greater Sudbury, ON P3C 5K7
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Sandra Mews & Associates

Sandra Mews & Associates

(26)
  • Knowledge
  • Questions
  • Future
“I am someone that is just starting out, and the team has helped give me the direction to start my future planning, taking the time to explain things so I understand.”
In Business Since 2013
176 Larch St #102, Greater Sudbury, ON P3E 1C5
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Innova Wealth Partners

Innova Wealth Partners

(26)
Health Benefit Plans, Investment Management, Cash Flow Analysis
“He took the time to sit down and understand my current and future plans and brought up a lot of things I never considered around retirement and estate planning (helping me see a much bigger picture).”
15+ Years Experience
888 Regent St Suite 208, Greater Sudbury, ON P3E 6C6
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Northwise Financial

Northwise Financial

(4)
“I had a situation to review my insurance policy with Northawise and as a result they processed the net gains of my long term policy & as a result of their findings suggested that I retrieve the excess cash accumulated tax free.”
15+ Years Experience
885 Regent St S 3-28B, Sudbury, ON P3E 5M4
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Michel Julien

Michel Julien

(1)
“A great friend and colleague who takes a holistic approach to financial planning.”
In Business Since 2018
957 Cambrian Heights Dr suite 200-a, Sudbury, ON P3C 5S5
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Crossgrove & Company

Crossgrove & Company

(5)
Group Benefits, Life Insurance, Critical Illness Insurance
“Fantastic employees that always put my needs first”
In Business Since 1998
430 Westmount Ave Unit S, Sudbury, ON P3A 5Z8
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Financial Decisions

Financial Decisions

(2)
“Extremely experienced staff.”
Locally Owned & Operated
In Business Since 2000
1546 Bellevue Ave, Greater Sudbury, ON P3B 3G2
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Sound Financial Strategies

Sound Financial Strategies

“Sound Financial Strategies Inc. provides the most up to date and relevant financial planning and insurance advice. Sound Financial Strategies Inc.* is an independent, multi-faceted financial planning firm. As a member of ADVOCIS (The Financial Adviso...”
In Business Since 2004
128 Pine St Suite 200, Greater Sudbury, ON P3C 1X2
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Vars Investment Group

Vars Investment Group

“Vars Investment Group Inc. has been providing ATM and POS terminals to Northern Ontario merchants for over 20 years. Our terminals support a multitude of applications, including cash dispensing, credit cards, and debit cards which provides immediate ...”
2152 Algonquin Rd, Sudbury, ON P3E 4Z6
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Abdullah Masood, Wealth Advisor

Abdullah Masood, Wealth Advisor

(4)
Scotiamcleod Investment Portfolios, Total Wealth Planning, What’s the True Value of Advice?
“Abdullah has always been gracious with his time, as he has always made sure to thoroughly educate and help me understand the various tools and strategies to implement in order to reach my future financial goals and milestones.”
In Business Since 2023
104 Beech St, Greater Sudbury, ON P3Z 1Z3
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Michael F Cecutti & Associates

Michael F Cecutti & Associates

(1)
“Takes a client centered approach, spends time getting to know and care about the clients, as well as to educate them.”
1527 Paris St, Sudbury, ON P3E 3B7
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IPC Investment Corporation - Phil Sawyer

IPC Investment Corporation - Phil Sawyer

“Our Retirement Plans and Estate Services are customized for each client. They are presented in a written format and are monitored on an annual basis. Your plan is never a static plan, and changes in your personal situation will affect your plan and w...”
268 Cedar St, Greater Sudbury, ON P3B 1M7
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Ken Jones, B. Comm.

Ken Jones, B. Comm.

“With specialties including personal life insurance, business partnership insurance, investments, pension planning and travel insurance. Ken offers personalized service that puts clients at ease with his professionalism, integrity and a commitment to ...”
102 Douglas St, Greater Sudbury, ON P3E 1G1
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Gold Leaf Financial Group

Gold Leaf Financial Group

In Business Since 2021
2158 Armstrong St, Greater Sudbury, ON P3E 5G9
Featured

If you are ready to provide consistent high-touch, highly personalized service that clients expect and deserve, click the links below to join our team, let's thrive together. 📈 Senior Investment Advisor:...

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Luc Laverdiere

Luc Laverdiere

Registered Retirement Savings Plans (Rrsp), Retirement Planning, Critical Illness Insurance
“My clients experience begins with a values based conversation. This experience is a step-by-step road map that focuses on you and what is most important to you. It will provide you with a new perspective and give you clarity on the importance of unde...”
Free Initial Consultation
767 Barry Downe Rd, Sudbury, ON P3A 3T6
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Bradley B. Gilroy, Insurance & Investments

Bradley B. Gilroy, Insurance & Investments

“Our relationship doesn't end when you buy life insurance. Our clients are encouraged to review their financial plans annually. The arc of your life may include changes of marital status, having or adopting children, planning for education, retirement...”
430 Westmount Ave, Greater Sudbury, ON P3A 5Z8
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Urso Financial Advisory Group - Scotia Wealth Sudbury

Urso Financial Advisory Group - Scotia Wealth Sudbury

(3)
Medical Professionals, What we do, Resources
“Steve completed a full in-depth financial plan that gives me confidence in my future.”
In Business Since 2013
104 Beech St, Ontario, ON P3C 1Z3
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(50)
Financial Advisor Retirement Planning Services, Life and Disability Insurance, Mortgages
“After many years of frustration with the Big Banks regarding fees, investments and services, we decided to meet with Chad at Harmer Wealth Management, to discuss investment opportunities and strategies.”
Licensed
Offers Financing Options
In Business Since 2019
Transparent Fees & Pricing
Serving Sudbury Area
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
Virtual Personal Tax Returns, Accounting & Bookkeeping, Business Advisory & Tax Planning
“From time to time, the Accounting Plus team, lead by Peter Edrey, can raise very good advise regarding your specific tax situation, and doesn't miss any option the system gives you to save on your tax payment.”
Remote Consultations Available
In Business Since 2005
Serving Sudbury Area
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Alpha Oasis

Alpha Oasis

(50)
  • Patient
  • Team
  • Investment
“Would highly recommend for anyone as they are able to walk anyone through the process and provide the appropriate information regarding the filing process itself and returns.”
Free Initial Consultation
In Business Since 2002
304-80 Corporate Dr, Scarborough, ON M1H 3G5
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Sawaya CPA - Tax & Accounting Services

Sawaya CPA - Tax & Accounting Services

(50)
  • Expertise
  • Understanding
  • Patient
“Edward very patiently and elaborately explained our queries on personal taxes, taxes payable by corporations, and the interplay between them, both from a Canadian perspective as well as international taxation aspects with respect to Canada.”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Patient
  • Information
  • Pricing
“When I walk into your office, you were able to show me through your communication and professionalism that you are not an accountant who deals only with numbers, but with clients as well.”
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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Amlb Cpas and Consulting

Amlb Cpas and Consulting

(26)
Tax, Not-For-Profit Organizations, CFO Advisory
“The team at AMLB took the time to listen and understand what we needed, and then provided us with personal tax planning advice that opened our eyes to possibilities we had not previously considered.”
Remote Consultations Available
Serving Sudbury Area
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Retirement Planning and Investment Management Services in Sudbury, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 250 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 250 cost profiles.

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