Best Financial Advisors in Woolwich, ON

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Woolwich area.

Opus Wealth Advisors

Opus Wealth Advisors

(6)
  • Investments
  • Team
“Murray and his team have also helped me through that difficult period with the professional support and courtesy that I have come to expect from our lengthy and productive relationship”
In Business Since 2014
745 Bridge St W Unit 3, Waterloo, ON N2V 2G6
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Noble Wealth Financial

Noble Wealth Financial

(6)
  • Insurance
  • Team
“It has always been hassle free and a delight dealing with Caleb and the team for our travel insurance.”
In Business Since 2010
675 Queen St S Suite 200, Kitchener, ON N2M 1A1
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Gord Evans - Financial Solutions

Gord Evans - Financial Solutions

(3)
“Gord makes it easy for me by explaining what things mean and guiding me through it.”
In Business Since 2012
14 Peachwood Ave, Kitchener, ON N2B 1S9
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Elliott Financial Consultants

Elliott Financial Consultants

(1)
“He listens to us and then creates a financial plan that suits our family.”
CFP Certified
In Business Since 2006
50 Sportsworld Crossing Road #280, Kitchener, ON N2P 0A4
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Jcmortgages.ca

Jcmortgages.ca

(30)
  • Gifts
  • Money
  • Charities
“Janna went over our options and let us know what could be done and all the information we required to make our decision on the type of mortgage we were going to go with again.”
Licensed
In Business Since 2009
Offers Financing Options
299 Manitou Dr A2, Kitchener, ON N2C 1L5
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Ledgers

Ledgers

(21)
Corporate Services, Charities & Npo's, Educational Services
“Ledgers has been helping and guiding me through the process of developing my company, applying their knowledge on the financial and accounting aspect of the business.”
In Business Since 1997
737 Belmont Ave W Suite 3, Kitchener, ON N2M 1P3
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Garcia Financial

Garcia Financial

(15)
Corporate Tax, Financial Planning & Analysis, Personal Taxes
“Everytime he did my taxes, not only did he tell me when he finished all my paper work and documents, he got it completed swiftly, and my return was swift also”
Free Initial Consultation
In Business Since 2014
905 Steepleridge Ct, Kitchener, ON N2P 0B4
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David Pipe

David Pipe

(23)
  • Questions
  • Professional
  • Pleasure
“I was initially looking for guidance and advice which he was happy to provide - even if I didn't end up using his services (in this case I didn't as we both mutually agreed on).”
Licensed
15+ Years Experience
304 Stone Rd W #3, Guelph, ON N1G 4W4
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Wise Numbers Consulting

Wise Numbers Consulting

(14)
Payroll Services, Bookkeeping, Business Consultation
“I came to them in distress because I worked with an subpar tax preparer prior and I can't even explain the night and day difference between the two companies.”
Free Initial Consultation
In Business Since 2020
5 Edinburgh Rd S Unit 3, Guelph, ON N1H 5N8
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Arete Financial

Arete Financial

(30)
  • Pleasure
  • Knowledge
  • Understand
“My husband and I have both worked with different financial planners over the years but none were as thorough and knowledgeable as Rav Badial at Arete Financial.”
CFP Certified
In Business Since 2000
310 Queen St W, Cambridge, ON N3C 1G7
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Devine and Associates Financial Services

Devine and Associates Financial Services

(30)
  • Information
  • Understand
  • Health
“I needed a sounding board for my investment portfolio; he was highly informed about the marketplace and advised me well based on my risk tolerance and family considerations.”
In Business Since 2000
413 Waterloo Ave, Guelph, ON N1H 3K3
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Mason Leite Financial Planner, Martin Christopher Investments

Mason Leite Financial Planner, Martin Christopher Investments

(19)
  • Financial Planning
  • Educated
“He has educated me on multiple aspects on financial planning, he listens to my story & where I'm at, and has helped create a plan as I maneuver through a new business operation.”
In Business Since 2013
650 Riverbend Dr Suite A2, Kitchener, ON N2K 3S2
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The Personal Coach

The Personal Coach

(16)
  • Understanding
  • Knowledge
  • Team
“From practice management to branding to growth strategies, I am always confident that I am focusing on the right areas of my business at the right time.”
In Business Since 2001
55 Northfield Dr E Suite 312, Waterloo, ON N2K 3T6
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Caissa

Caissa

(3)
Plan Your Estate, Relax in Your Retirement, Financial Statements
“Kevin and his team are second to none and I wouldn't hesitate to recommend them to anyone who is looking for a top notch accounting firm to handle their business needs.”
Offers Financing Options
In Business Since 2017
Family Business
350 Speedvale Ave W #8, Guelph, ON N1H 7M7
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Tier One Planning

Tier One Planning

(14)
  • Educated
  • Team
“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.”
In Business Since 2008
343 Waterloo Ave, Guelph, ON N1H 3K1
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Howlett Financial Partners

Howlett Financial Partners

(12)
  • Team
  • Confidence
  • Strategies
“I am hugely impressed with Nate's substantial knowledge, his sound financial wisdom, and his consistent patience with my myriad questions as he guides me through this investment labyrinth.”
In Business Since 2020
51 Breithaupt St Unit 100, Kitchener, ON N2H 5G5
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Shaughnessy Financial - Gary Shaughnessy

Shaughnessy Financial - Gary Shaughnessy

(11)
  • Team
  • Questions
“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.”
In Business Since 1999
610 McMurray Rd, Waterloo, ON N2V 2E7
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Blair Financial Services

Blair Financial Services

(8)
  • Family
“Over the years Iain has gone above and beyond in order to continuously keep my portfolio working to meet my goals and needs which have changed over the years.”
In Business Since 2011
490 Dutton Dr, Waterloo, ON N2L 6H7
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Biggerpiggybank.com

Biggerpiggybank.com

(10)
Reverse Mortgages, First Time Home Buyers, Mortgage Renewals
“I would highly recommend his services as he offers a wide range of financial services, he's dependable, and has had years of experience to help guide his clients”
Transparent Fees & Pricing
In Business Since 2009
141 Ainslie St N, Cambridge, ON N1R 3P4
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Truvisory Financial Services

Truvisory Financial Services

(7)
  • Investment
“We are known to Sushil for many years and during the last 5 plus years we have been very impressed with competence not only with his skillful placement of our financial goals but also with the very professional approach.”
In Business Since 2020
20 Bushmills Crescent, Guelph, ON N1K 1T5
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Northstar Wealth Management

Northstar Wealth Management

(3)
“For the first time in a long time we feel we finally have a solid investment and savings plan.”
Free Initial Consultation
In Business Since 2017
125 St George St W, Fergus, ON N1M 1H8
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IPC Investment Corporation - Ken White

IPC Investment Corporation - Ken White

(2)
Counsel Portfolio Services, Affordable Travel Insurance, Estate Planning
“He is a delight to meet with, has unique expertise and is passionate about helping families reach their goals.”
In Business Since 2010
221 Woodlawn Rd W B3, Guelph, ON N1H 8P4
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Royal City Asset Management

Royal City Asset Management

(2)
“They really take the time to make sure you're comfortable and that you have a good understanding of where your money is going and how it can work for you and your future.”
Free Initial Consultation
In Business Since 1999
291 Woodlawn Rd W Unit 5A, Guelph, ON N1H 7L6
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Ogilvie Barsness Financial Group

Ogilvie Barsness Financial Group

(1)
Life Insurance and Living Benefits, Investment Planning, Financial Planning
“Overall, a very warm and friendly atmosphere!!!”
In Business Since 2022
470 Weber St N Suite 205B, Waterloo, ON N2L 6J2
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Retirement Planning and Investment Management Services in Woolwich, ON Cost Estimates

Minimum cost
$1209
Maximum cost
$10277
National Average
$3627
Avg Per Hour Rates
$363
$2418
$6650
Average price range is based on 312 cost profiles
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Average Cost $3627
Minimum cost $1209
Maximum cost $10277
Avg Per Hour Rates $363

Average range $2418 to $6650 is based on 312 cost profiles.

Why these companies made our list

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