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

🕒💰In the race against time, every second counts, especially when it comes to your financial goals. This is why choosing the right partner to help manage your personal and professional life is more crucial than ever. At Gold Leaf, we turn time into opportunity. With our specialized divisions in Wealth Management, Group Benefits, Group Pensions, Human Capital Management, and Insurance, we provide comprehensive solutions tailored to streamline and enhance your life. Choose Gold Leaf and invest in a partnership where time and money are managed with precision and expertise. Because when it comes to your financial future, every tick of the clock is a chance to grow.

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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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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
Renovation Mortgage, First Time Home Buyers Mortgage, Debt Consolidation
“Their unparalleled dedication and personalized approach are providing me with the tools, knowledge, and confidence I need to excel in the mortgage industry.”
Licensed
Offers Financing Options
In Business Since 2024
Transparent Fees & Pricing
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Steve Welker and Company

Steve Welker and Company

(49)
  • Meeting
  • Team
  • Understanding
“All though the first few weeks & mouths were rough as time went by they were both patient & understanding about her problem & was able to help her to make the process go easier as time progress.”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Mortgages and Loans, Business Registration, Mortgage Solutions
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
Transparent Fees & Pricing
In Business Since 2009
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Tembo Financial

Tembo Financial

(50)
Home Renovation Loans Ontario, Finance Solutions Ontario, 1st, 2nd, & 3rd Mortgages
“I presented a client scenario to Tembo Financial via email on a Wednesday afternoon, received a call from Arlen the same day and had an offer to present to my client the very next day.”
Offers Financing Options
In Business Since 2014
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Birdi Chartered Professional Accountant

Birdi Chartered Professional Accountant

(50)
Personal Taxes, Incorporation, Corporate Taxes
“Gurrai helped with my return for a few years now and is very knowledgeable in complex tax scenarios which made the whole filing process very easy and quick.”
Free Initial Consultation
15 Bramsteele Rd, Brampton, ON L6W 3K6
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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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