Contact Sign In Add Your Business

Browse Top Local Financial Advisors Near You

See what financial advisors in your area offer, from retirement planning to investment guidance and ongoing financial advice. Explore professional profiles, read client experiences and contact advisors about your financial requirements.
Alberta (60)
British Columbia (94)
Manitoba (25)
New Brunswick (2)
Newfoundland and Labrador (3)
Nova Scotia (17)
Nunavut (1)
Ontario (285)
Quebec (14)
Saskatchewan (21)
Burlington (15)
Calgary (26)
Edmonton (14)
Etobicoke (9)
Kelowna (8)
London (12)
Markham (9)
Mississauga (16)
North York (12)
Ottawa (11)
Richmond Hill (8)
Surrey (8)
Toronto (52)
Vancouver (37)
Victoria (11)
Waterloo (10)
Windsor (14)
Winnipeg (23)
Not rated yet
Kapil Financial
33 Years
Not rated yet
We offer 30 years of experience in personalized financial planning.
Kapil Financial offers personalized investment advice and holistic financial planning with 30 years of experience, serving clients in Brampton and beyond.
Investment Advice Wealth Management Insurance Solutions
(905) 454-5097 Call Profile
Not rated yet
Future Financial
48 Years
Not rated yet
40+ years combined experience in Ottawa's financial landscape
Trusted Ottawa financial planners specializing in retirement strategies, tax minimization, and estate planning. Independent advice for individuals and businesses since 1978.
Investment Management Retirement Planning Tax Minimization
(613) 728-0589 Call Profile
Not rated yet
Michels Terry
Not rated yet
We offer 25+ years of financial advisory experience with personalized service
Trusted financial advisory services in Penticton, BC, offering personalized insurance solutions, investment planning, and retirement strategies tailored to your unique needs.
Financial Coaching Insurance Solutions Investment Planning
(250) 493-3083 Call Profile
Not rated yet
Donville Kent Asset Management
18 Years
Not rated yet
We've outperformed markets in 14 of the last 18 years through disciplined strategy
Expert investment management in Toronto specializing in long-term equity strategies, proven performance, and client-aligned portfolio solutions for individuals and institutions.
Asset Management Portfolio Management Investment Advisory
(416) 364-8505 Call Profile
Not rated yet
Fortress Group
24 Years
Not rated yet
We have 25+ years of experience managing alternative assets through multiple market cycles
Fortress Group delivers alternative asset management solutions with 25+ years of expertise, managing $53 billion in assets through disciplined investment strategies across credit, real estate, and private equity.
Corporate Credit Asset-Based Finance Real Estate Investments
(519) 767-1731 Call Profile
Not rated yet
Rocky Mountain Finance
13 Years
Not rated yet
We offer on-site company vetting for informed investment decisions
Rocky Mountain Finance delivers personalized investment strategies and tax-effective planning solutions in Whistler. Our on-site research approach ensures informed decisions for individual and business clients.
Investment Portfolio Management Tax-Effective Structuring Private Placement Opportunities
(604) 966-2359 Call Profile
Not rated yet
KLS Financial
14 Years
Not rated yet
We offer personalized financial plans based on 10+ years of local expertise
KLS Financial offers expert financial planning, investment management, and insurance solutions tailored to your unique needs. Serving Kitchener, Waterloo, and Southern Ontario since 2012.
Financial Planning Investment Management Insurance Solutions
(519) 886-4445 Call Profile
Not rated yet
Dancap Family Investment Office
26 Years
Not rated yet
We offer decades of experience in global investment management across multiple asset classes.
Dancap Family Investment Office manages a globally diversified portfolio of private equity, real estate, and alternative investments from Toronto, Canada, with a focus on long-term intergenerational growth.
Private Equity Real Estate Private Debt
(416) 590-9444 Call Profile
Not rated yet
Tandia Financial Credit Union
12 Years
Not rated yet
Member-owned cooperative structure prioritizing community impact
Discover personalized banking solutions from Tandia Financial Credit Union, Ontario's community-focused credit union offering mortgages, investments, and financial services with member-centric values.
Chequing Accounts Savings Accounts Mortgages
(800) 598-2891 Call Profile
Not rated yet
Strategic Alliance Financial Group
Not rated yet
We offer decades of combined experience in life insurance and investment solutions
Strategic Alliance Financial Group Financial Group offers premium insurance, investment, and group benefits solutions to advisors nationwide. Partner with Canada's leading financial services provider for expert guidance and exclusive products.
Life Insurance Group Benefits Investment Solutions
(416) 315-1007 Call Profile