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Tier One Planning
- Team
- Educated
“Morgan and Martha are 2 professionals that keep your best interests in mind and provide expert advice with relation to Taxes, investments, estate and risk insurance.”
Best Financial Advisors in Waterloo, ON
24 firms listed · 22 in Waterloo · 17 rated 4.5+ · 1 shows a licence
Data verified October 21, 2026
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Shaughnessy Financial - Gary Shaughnessy
- Questions
- Financial Services
- Team
“Gary has dealt with my Financials for 20 plus years, he is great to deal with, very professional, and always takes time to give my family and I the best options for our future.”
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Blair Financial Services
- Family
- Financial Advisor
“Iain's advice has served my family and me well all these years, and whenever the topic of financial advisors comes up in conversation I always mention Iain and recommend him.”
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Opus Wealth Advisors
- Team
- Trust
“Most importantly, we have complete trust that our investments and retirement planning are in good hands - we would not hesitate to recommend Murray, Jake and the whole Opus Wealth team!”
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Eby Financial
“He has provided my family with exceptional service for well over a decade now.”
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Ogilvie Barsness Financial Group
“Overall, a very warm and friendly atmosphere!!!”
The 24 firms listed for Waterloo, 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: Waterloo, ON
22 of the 24 firms we list are based in Waterloo; the other 2 serve Waterloo from Guelph (23 km). 20 of the firms on this page have a rating, from 4.1 to 5.0 across 83 reviews; 17 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (2), insurance solutions (2), our process (2), portfolio management (2) and wealth management (2). 1 shows a licence on its website. 10 have ten or more years of experience, the longest 28 years. 1 is family- or locally-owned. We have a website on file for 21 of the firms on this page; 19 publish a contact page; 16 list a public email and 1 takes 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.
Why are financial advisers outside Waterloo listed here?
22 of the 24 firms are in Waterloo itself. The rest come from other towns within 25 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
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Frost Wealth Management - iA Private Wealth
“I have been a client for years now and they have been fast to respond & execute on anything I need done.”
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MAC
“Thanks for job”
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BLA Private Wealth Raymond James
“Fantastic!”
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Cerullo Financial Services
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Wise Wealth Financial Solutions
“Brock is incredibly knowledgeable within the financial world.”
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Essential Wealth Group - IA Private Wealth
“Nicky has been a great educator in respect to my finances.”
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Grey Silo Wealth
“Wonderful service!”
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Baker & Edwards Financial
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Arca Financial Group
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Parsons Financial Group, iA Private Wealth
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Union Benefits
“Great friendly staff, well organized.”
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Ryan Wilson, Sun Life Financial Advisor
- Portfolio
- Insurance
“He has always been able to explain things to me simply, and in great detail; as well as being easily accessible to meet or answer any of my questions.”
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Vantage Wealth Management
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AFP Wealth Management
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Thinkwise Wealth Management
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Cibc Wood Gundy Waterloo Branch
“Allan Bush and his team are extremely talented and easy to deal with.”
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Armstrong & Quaile
“We have found John and his staff to be extremely knowledgeable and professional and we are very happy to continue working with them!”
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Tier One Investments
Why these companies made our list
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