The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Thunder Bay area.
We are still growing
There are too few quality options within 12.5 miles radius, so we have expanded area of coverage to up to 200 miles from you. This includes Thunder Bay and several other cities.
Learn how we score.
Prominent finalists A-Z in Thunder Bay
Bankruptcy Thunder Bay – Keith Caverly & Assoc.
Bukovy Financial Svc
Business Owner Retirement Planning Canada
Capital Financial Services
Chénard Wealth & Advisory
Crawford & Company
Focused Wealthcare Services
JN Consulting
Peter Marchl – Financial Planner
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Bankruptcy Thunder Bay - Keith Caverly & Assoc.
(10)
“Very knowledgeable about all the situations and provides excellent advice and guidance.”
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Chénard Wealth & Advisory
(8)
Future
Business
Questions
“Since I've been with Chenard Wealth I feel comfortable asking any question I may have with my business and I'm always getting statements and updated on my savings progress.”
i
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Peter Marchl - Financial Planner
(18)
Family
Portfolio
Individual
“He is always responsive to our needs and questions, and most importantly we trust his advice, and not only consider him our financial planner, but a good friend.”
i
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Business Owner Retirement Planning Canada
(1)
“David's transparency and clear communication style make it easy for clients to understand their financial situation and the options available to them.”
i
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Capital Financial Services
“Combining their decades of complementary experience, Jerry and Dave pursued their vision for a locally-rooted business together for 20 years. In that time their personal approach to finance and insurance established Capital Financial as a trusted loc...”
i
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Crawford & Company
(1)
Managed Repair, 24/7 Claims Intake, Client Audit
“After my car accident things got kind of rough on me emotionally and you especially Barb were always there trying to help me.”
i
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Focused Wealthcare Services
“Choosing the right financial strategy, considering long-term care, preparing for retirement and navigating these complex matters can quickly become overwhelming. With over 60 years of combined experience, Focused WealthCare helps you coordinate your ...”
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JN Consulting
“Nadia's passion is First Nation education. As an adult educator at Oshki-pimache-o-win, she is skilled in the unique learning styles and potential of First Nation members. It is this passion and drive that propels her to ensure that each community ha...”
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Bukovy Financial Svc
“Mutual fund dealing representatives ("mutual fund advisors") registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are offered through Bukovy Financial Services Ltd. Banking products and services are offered by refe...”
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Retirement Planning and Investment Management Services in Thunder Bay, ON Cost Estimates