Best Financial Advisors in Thorold, ON

24 firms listed · 4 in Thorold · 4 open weekends · 19 rated 4.5+ · 1 shows a licence

Data verified October 16, 2026

Primerica

Primerica

5.0 11 reviews
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
Since 1993
3550 Schmon Pkwy Unit 1A, 2nd Floor
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Adviant Financial Partners

Adviant Financial Partners

Free consultationSince 2015
3250 Schmon Pkwy #2
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Y I S Financial

Y I S Financial

116 Rose Ave
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IA Private Wealth - Niagara Wealth Management

IA Private Wealth - Niagara Wealth Management

Serves Greater Niagara AreaSince 2019
3550 Schmon Pkwy #6A
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Niagara Region Money Coaches

Niagara Region Money Coaches

5.0 51 reviews
“He has a wealth of knowledge that he has educated us with in order for us to see clearly what we needed to do in order to live the life we are accustom too in retirement.”
Virtual consultationsServes CanadaSince 2014
Saint Catharines, ON
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Bluestone Financial

Bluestone Financial

5.0 40 reviews
“Terry and Patty are always ready to answer our questions, and have given sound advice for our investments.”
Saint Catharines, ON
i

The 24 firms listed for Thorold, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Thorold, ON

4 of the 24 firms we list are based in Thorold; the other 20 serve Thorold from towns including St. Catharines, Niagara Falls and Fonthill. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 339 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), employee benefits (2), financial planning (2), investment planning (2) and life insurance (2). 1 shows a licence on its website. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1993. 4 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Thorold take financial planning bookings online?

3 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

Book onlineBook
Kingsman Associates

Kingsman Associates

4.9 23 reviews
“I am really very thankful to kingsman associate team members and really appreciate the services provided by them.”
Saint Catharines, ON
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Primenet Financial

Primenet Financial

5.0 16 reviews
“I learned a lot and feel a lot better about my future planning.”
Free consultationServes St. Catharines, Niagara-on-the-Lake, surrounding areasSince 2022
Saint Catharines, ON
i
Jay Newton Financial

Jay Newton Financial

5.0 11 reviews
“Jay Newton, and his team, brings a wealth of knowledge, experience, guidance and personal touch to help you navigate the waters of financial options and planning available.”
Serves Southern Ontario
Niagara Falls, ON
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Gatt Wealth Management

Gatt Wealth Management

5.0 8 reviews
“I have had a great experience with Nathan and Sarah.”
Since 2017
Niagara Falls, ON
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Prosim Financial Group

Prosim Financial Group

5.0 11 reviews
“The Prosim Financial Team helped us with out insurance needs.”
Virtual consultationsSince 1999
Saint Catharines, ON
i
Book onlineBook
Ross Taylor Financial Corporation

Ross Taylor Financial Corporation

Virtual consultationsServes CanadaSince 1999Free consultationPrices online
Niagara Falls, ON
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RK Life Strategies

RK Life Strategies

5.0 3 reviews
“A pleasure to do business with.”
20+ years
Saint Catharines, ON
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D.B. Wyatt and Associates, Manulife Wealth

D.B. Wyatt and Associates, Manulife Wealth

5.0 1 review
“This team is very knowledgeable and attentive to service.”
30+ years
Saint Catharines, ON
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Vision Financial Planning

Vision Financial Planning

Since 2016
Saint Catharines, ON
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Lepper Financial Services

Lepper Financial Services

5.0 2 reviews
“He is very patient and willing to answer all the questions you may have.”
Since 2018
Welland, ON
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Ironwood Wealth Management Group

Ironwood Wealth Management Group

5.0 2 reviews
“I am very happy so far with the results I've seen, as well as Brett, who has been helping me achieve my financial goals!”
Virtual consultations25+ years
Fonthill, ON
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Lifetime Financial Planning Group

Lifetime Financial Planning Group

5.0 2 reviews
“We feel a lot better in our situation now having this protection just in case something unexpected happens.”
Responds within 24 hours
Niagara Falls, ON
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Twin Power Financial

Twin Power Financial

5.0 21 reviews
“We have been using their services for the last 8 yrs having moved to NOTL and highly recommend this truly amazing team.”
St. Davids, ON
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Donro Financial Corporation

Donro Financial Corporation

5.0 1 review
“The service at Donro Financial is second to none Willy and Don are like having friends to help in any situation I highly recommend!”
Saint Catharines, ON
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Peak Investment Services

Peak Investment Services

4.0 1 review
Free consultationSince 1996
Saint Catharines, ON
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Basic Financial Services

Basic Financial Services

5.0 4 reviews
“He's knowledgeable, professional, and genuinely cares about his clients.”
Saint Catharines, ON
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Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

5.0 1 review
“We met with Natasha to talk about our financial options, she was informative and professional and a pleasure to work with”
LicensedSince 2018
Saint Catharines, ON
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Cibc Wood Gundy Carlomusto Investment Team

Cibc Wood Gundy Carlomusto Investment Team

Since 1993
Saint Catharines, ON
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Why these companies made our list

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