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)
  • Goals
  • Questions
  • Feel
“At Bisaillon Asset Management, they are always so quick, supportive and friendly when I need assistance and I trust and appreciate Ray's expert advise.”
957 Cambrian Heights Dr Suite #200A, Sudbury, ON P3C 5S5
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Get Me Debt Free

Get Me Debt Free

(48)
  • Interest
  • Understanding
  • Call
“Going through a divorce is a major upheaval in anyone's life and no matter how someone gets along with their ex, everything costs money and often it's money you don't have.”
430 Notre Dame Ave, Greater Sudbury, ON P3C 5K7
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Sandra Mews & Associates

Sandra Mews & Associates

(24)
  • Knowledge
  • Future
  • Team
“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

(23)
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, 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
Featured

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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.”
30 Cedar St, Greater Sudbury, ON P3E 1A4
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Financial Decisions

Financial Decisions

(2)
“Extremely experienced staff.”
1546 Bellevue Ave, Greater Sudbury, ON P3B 3G2
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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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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...”
128 Pine St Suite 200, Greater Sudbury, ON P3C 1X2
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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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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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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
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IPC Investment Corporation - Michael Dibrina

IPC Investment Corporation - Michael Dibrina

Cash & Credit Management, Retirement Income, Tax Planning
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
In Business Since 2022
62 Frood Rd #302, Sudbury, ON P3C 4Z3
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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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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

Urso Financial Advisory Group

(1)
Medical Professionals, What we do, Resources
“Steve completed a full in-depth financial plan that gives me confidence in my future.”
104 Beech St, Ontario, ON P3C 1Z3
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Unity Group Financial

Unity Group Financial

(4)
“He answers all my questions in a timely manner, and provides different options and approaches to investing that are reflective on my needs, goals and comfort.”
In Business Since 2017
37 Selkirk Dr, Huntsville, ON P1H 0C5
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Sound Wealth Financial

Sound Wealth Financial

(1)
“It's very evident that she really cares about her clients and helping them meet any financial goal they have, highly recommend!”
In Business Since 2017
Serving Sudbury Area
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Easihelp

Easihelp

“EASI help is for those people who want some assistance with these services through your time of loss, from obtaining accurate estate documentation , to walking you through all of the necessary steps to complete the process, however long this takes.”
In Business Since 2013
Serving Sudbury Area
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RBC Wealth Management Muskoka Investment Advisor

RBC Wealth Management Muskoka Investment Advisor

“From your first meeting with your Investment Advisor, you are on the road to a long-term wealth management plan—and relationship.”
In Business Since 2000
Serving Sudbury Area
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Clarity Private Wealth Solutions

Clarity Private Wealth Solutions

“Lindsay is dedicated to being your personal Insurance Advisor. There are some things you just need to work with someone who is devoted to helping you understand how things work, what's possible and what makes sense - Life Insurance and Living Benefit...”
Licensed
In Business Since 2013
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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Wealth Management Advisors near Sudbury

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