Best Financial Advisors in Wasaga Beach, ON

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Wasaga Beach area.

Wasaga Tax & Accounting

Wasaga Tax & Accounting

(6)
Retirement and Estate Planning, Tfsa Investing, Personal Income Tax
“Excellent service.”
In Business Since 2012
2115 Mosley St, Wasaga Beach, ON L9Z 1X6
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The Financial Centre of Collingwood

The Financial Centre of Collingwood

(2)
“For the first time in my life, I have an entire team of people working to achieve my goals.”
In Business Since 2001
Transparent Fees & Pricing
59 Hurontario St, Collingwood, ON L9Y 2L7
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Financial Empowerment

Financial Empowerment

Business Owners, Segregated & Mutual Funds, Life Insurance
“Mortgage referrals and insurance products, including segregated fund policies, are offered through Financial Empowerment Inc., and Michael Suter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.”
In Business Since 2019
3 Grouse Glen, Barrie, ON L4N 7Z4
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Infinite Financial

Infinite Financial

(12)
  • Professional
“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”
In Business Since 2010
387 Mapleview Dr W, Barrie, ON L4N 9G4
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Aimee Lococo-Sarabura, CPA

Aimee Lococo-Sarabura, CPA

(3)
Accounting Services, Tax Services, Bookkeeping Services
“In addition to filing my taxes, she patiently provides explanations to all my bookkeeping queries, which I appreciate.”
In Business Since 2019
Serving Wasaga Beach Area
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Bluerock Wealth Management

Bluerock Wealth Management

“At BlueRock Wealth Management Inc., our mission is to provide comfortable solid advice that fits your personal or business roadmap. Our clients are serious about their future, whether they're new to financial planning or knowledgeable about investmen...”
In Business Since 2008
115 Hurontario St Ste 201, Collingwood, ON L9Y 2L9
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Tundra

Tundra

Emergency Management, Risk Advisory Services, Mission Support
“Tundra assists both individuals and organizations navigate their exposure to risk organizational risks, particularly in relation to working in emerging and frontier market situations. These services includes due diligence services on project business...”
In Business Since 2009
Serving Wasaga Beach Area
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Jaguar Capital

Jaguar Capital

(1)
Governance, Jaguar Capital’s Success, Financial Management
“Jaguar Capital, led by Gerard Buckley, is an invaluable resource for growth companies that want to continue stable growth by ensuring that a proper governance structure is in place.”
In Business Since 2008
Admiral Building, 1 First St Suite 220-36, Collingwood, ON L9Y 1A1
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Walker Financial Services

Walker Financial Services

(3)
  • Boat
“This review is overdue since we purchased our boat 2 years ago, but when I saw the low rating I had to put in my comments.”
In Business Since 2000
Serving Wasaga Beach Area
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Morgan & Partners

Morgan & Partners

“We take an individualized approach to each financial situation we encounter and provide a solution that will match your specific needs and financial constraints. In addition to our personalized approach, we are also able to provide flexible schedulin...”
In Business Since 2007
4 Cedar Pointe Dr unit j, Barrie, ON L4N 5R7
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4 Pillars Consulting - Debt Relief Specialists

4 Pillars Consulting - Debt Relief Specialists

(6)
“So knowledgeable and great to deal with.”
54 Cedar Pointe Dr Unit #1207, Barrie, ON L4N 5R7
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IPC Investment Corporation - Bernd Niermann

IPC Investment Corporation - Bernd Niermann

“We are a dynamic team of efficient and devoted real estate agents in Gatineau. Our mission is to always be attentive to your needs in order to provide you with quality professional service and to accompany you throughout the process of selling and bu...”
In Business Since 2016
Free Initial Consultation
185 Hume St, Collingwood, ON L9Y 1V8
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Dean Taylor, Financial Advisor - Assante Capital Management

Dean Taylor, Financial Advisor - Assante Capital Management

16 Huron St Unit 1, Collingwood, ON L9Y 1C4
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Simcoe Wealth | Manulife Securities

Simcoe Wealth | Manulife Securities

“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a fin...”
In Business Since 2021
531 Bayfield St Unit 110B, Barrie, ON L4M 4Z9
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Perri Financial Services

Perri Financial Services

62 Northview Crescent, Barrie, ON L4N 9T5
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Team Approach Planning

Team Approach Planning

“Brian's favourite medium for painting is water colour. His themes often depict people, landscapes, and water. His passion for painting, coupled with his friendly and caring personality, have been catalysts in triggering the demand for his work. He ha...”
In Business Since 2007
450 Hume St, Collingwood, ON L9Y 1W8
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First Affiliated

First Affiliated

“Financial wealth is wonderful – but can create daunting complexities for even the most financially astute. Guidance is required from many advisors (i.e. legal, insurance, financial, investment, tax), but often lacks strategic integration. Marketing a...”
In Business Since 2001
21 Fourth St E, Collingwood, ON L9Y 1T2
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Lilley Financial Group

Lilley Financial Group

“Lilley Financial Group provides wealth management strategies that give you peace of mind by eliminating the stress associated with managing your own capital. High net worth, affluent and institutional clients are provided with tailored solutions by o...”
In Business Since 2013
Serving Wasaga Beach Area
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Gane Financial

Gane Financial

(28)
  • Informative
  • Environment
  • Strategies
“Very important to keep in mind, that you're working with an office that is independent and has access to a number of insurance and investment resources to utilize.”
In Business Since 2004
80 Mary St, Barrie, ON L4N 1T1
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Podium Prosperity Group

Podium Prosperity Group

(23)
Intentional Wealth Programs, Clients, Financial Planning FOR Incorporated Business Owners
“They worked with my wife and I to build a very detailed budget so we knew exactly where we spent each dollar every month and helped us find the right insurance for protecting our future.”
In Business Since 2014
135 Bayfield St, Barrie, ON L4M 3B3
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Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning

(11)
Income For Life, Discretionary Wealth Management, Retirement Planning
“I was looking for some life insurance I applied online and called Tayler insurance and Estate planning and had a conversation with Taivi because of covid 19 we did a FaceTime call to fill out application online at the same time Taivi could also ID me...”
In Business Since 2017
181 Dunlop St W, Barrie, ON L4N 1B4
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Bayside Financial

Bayside Financial

(5)
Financial Planning, Bookkeeping, Income Tax Preparation
“I first found Doug when I was starting my business and he took the time to sit down with me, and offer helpful direction and advice for a successful start-up.”
In Business Since 2013
Free Initial Consultation
36 George St, Barrie, ON L4N 5N3
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Baffilk Financial Consulting

Baffilk Financial Consulting

(5)
Accounting & Bookkeeping, Payroll
“This amazing company filed my company's tax for me and they did fantastic job.”
In Business Since 2021
Free Initial Consultation
49 High St Third Floor, Barrie, ON L4N 5J4
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RBC Dominion Securities

RBC Dominion Securities

(7)
“AJ is very transparent, responsive, and always acts in the best interests of his clients - he put together quite the investment plan for me that's already paying dividends and I look forward to our continued partnership moving forward.”
In Business Since 2000
Family Business
11 Victoria St Suite 100, Barrie, ON L4N 3A3
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Retirement Planning and Investment Management Services in Wasaga Beach, ON Cost Estimates

Minimum cost
$1204
Maximum cost
$10228
National Average
$3610
Avg Per Hour Rates
$361
$2407
$6618
Fair price range is based on 295 cost profiles
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Average Cost $3610
Minimum cost $1204
Maximum cost $10228
Avg Per Hour Rates $361

Fair range $2407 to $6618 is based on 295 cost profiles.

Why these companies made our list

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