Find the 6 Best Financial Advisors in Kitchener, ON

Simpson Financial Service specializes in tax preparation and compliance for individuals and small businesses. We offer T1 General Tax Returns, late filing assistance, and strategic tax planning to maximize refunds and minimize liabilities. Our team leverages extensive Canada Revenue Agency experience to ensure accurate, efficient service year-round.

Wagner Livock & Associates provides comprehensive financial advisory services specializing in retirement planning, risk management, and tax-efficient investment strategies. Our team of certified professionals delivers personalized solutions to individuals and businesses across Ontario. With over 50 years of combined experience, we combine technical expertise with ethical standards to help clients achieve long-term financial security.

Keyes Financial Strategies provides comprehensive financial planning, investment management, and risk mitigation services tailored to individuals and businesses. Our expertise spans portfolio optimization, tax-efficient strategies, and integrated wealth solutions designed to align with clients' life goals. We combine personalized advisory services with access to institutional-grade investment products through strategic partnerships.

Sarona Asset Management specializes in private equity investments in emerging markets, targeting mid-market companies that serve the rising middle class. Our mission is to generate strong risk-adjusted financial returns while driving measurable social and environmental impact. We achieve this through partnerships with local private equity firms, focusing on sectors like healthcare, education, and consumer goods in Asia, Africa, Latin America, and Emerging Europe.

JDC Financial provides personalized financial planning services specializing in investment management, retirement planning, and risk mitigation strategies. We help individuals and businesses create and protect wealth through customized solutions tailored to their unique needs. Our client-centric approach combines financial expertise with transparent communication to deliver long-term value.

Parkwood Financial Service provides comprehensive financial planning and insurance solutions to individuals, families, and businesses in Ontario. Specializing in life insurance, retirement strategies, and investment products, we combine personalized service with industry expertise to help clients achieve long-term financial security. Our approach emphasizes ethical advice, tailored solutions, and partnerships with leading financial institutions.