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Covenant Wealth Financial Services
“Recently I received financial services from Joy Adams and I was very pleased with her explanation and detailed information about our family insurance policies.”
Best Financial Advisors near Wasaga Beach, ON
1 of these firms is based in Wasaga Beach; the others serve Wasaga Beach from towns including Barrie (32 km), Collingwood (16 km) and Nottawa (17 km).
4 open weekends · 15 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Wasaga Tax & Accounting
“For many years always prompt and professional”
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Bluerock Wealth Management
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The Financial Centre of Collingwood
“For the first time in my life, I have an entire team of people working to achieve my goals.”
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Infinite Financial
- Family
- Questions
- Knowledge
“Her vast knowledge of current financial situations makes her capable of providing timely advise or referring you to one of many colleagues that has what you are looking for.”
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Walker Financial Services
- 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.”
The 24 firms listed for Wasaga Beach, 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: Wasaga Beach, ON
19 of the 24 firms on this page have a rating, from 3.9 to 5.0 across 331 reviews; 3 have 50 or more reviews and 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (77%) and quality (74%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 3 are open on Saturdays and 2 on Sundays. 1 shows a licence on its website. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1993. 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 17 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Wasaga Beach take financial planning bookings online?
4 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.
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Lilley Financial Group
“Worked with Mike, he was very professional, and always available anytime I called.”
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Simcoe Wealth | Manulife Wealth
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Perri Financial Services
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Fraser Willson Cfp, CIM - Cibc Wood Gundy
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Assante Capital Management
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First Affiliated
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Team Approach Planning
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FBC Farm and Small Business Tax Consultants
- Estate
- Plan
- Priced
“Tanner is so flexible when doing my tax returns for my business we 'Zoomed' during the pandemic and I finally had the pleasure to meet him and he came to me!”
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Gane Financial
- Informative
- Financial Literacy
- Financial Plan
“Gane Financial is great for anyone looking for a wholesome financial plan, from protecting yourself against risk to looking ahead to opportunities for growth.”
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Plan With Trevor Insurance and Investments
- Investing
- Options
- Understanding
“Trevor has not once disappointed and has been extremely accommodating with my schedule as a business owner, his expertise to assist with financial advice is highly recommended for others to experience as well.”
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Assante Capital Management
- Strategies
- Meeting
- Future
“Josh is a very knowledgeable and committed financial planner who has successfully managed my portfolio for over ten years, He is very skilled at helping me readjust financial goals based on changes in my life.”
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Tayler Insurance & Estate Planning
- Understand
- Investment
“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...”
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Seven Elements Wealth Planning
- Goals
- Feel
- Portfolio
“Their combined financial knowledge and experience along with the ability to understand our needs and plans confirms to us that this is the financial planning company we we're meant to be with.”
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RBC Dominion Securities
- Partnership
- Plan
- Questions
“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.”
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Wealth Achievers
- Portfolio
“It was through this association that I learned about Jay's character - he exhibits integrity, honesty, tolerance, reliability, patience with others, and always showed respect to everyone.”
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Synergy Life Financial
- Retirement
- Family
- Knowledge
“Darryl took the time to listen to my concerns and answered all my questions and created a retirement plan for me that gave me the confidence to go from full time nursing to part time as I still want to keep busy.”
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Atlantis Financial
- Meeting
“With the information that we gave him, Allan was able to demonstrate many different retirement scenarios such as : taking CPP at 65 versus 60 or 70; what our investment income and net worth would be like at various rates of return; adjusting other v...”
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Corporate Solutions
“They clearly care about their clients and understand the intregal role insurance has when creating, maintaining and passing on wealth.”
Why these companies made our list
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