The 7 Biggest Financial Consulting Firm in Barrie

Barrie, a thriving city in the heart of Simcoe County, has witnessed a significant rise in the financial services industry. With numerous financial consulting companies catering to the needs of individuals and businesses, Barrie boasts a vibrant financial landscape. In this article, we will explore the 5 largest financial consulting companies in Barrie, highlighting their services, offerings, and strengths.

• Beacon Wealth Management

Beacon Wealth Management, a premier financial consulting firm, offers a holistic range of services to individuals, families, and businesses. With a dedicated team of experienced advisors, Beacon Wealth Management excels in financial planning, investment advice, and wealth management.

• Services:
• Financial planning and analysis
• Investment advisory services
• Retirement and estate planning
• Insurance and risk management

• Strengths:
• Experience and knowledge of advisors
• Personalized financial planning approach
• Comprehensive range of services
• Strong track record of success

• Cardinal Wealth Management

Cardinal Wealth Management, renowned for its professionalism and dedication, provides tailored financial consulting services to individuals, families, and businesses. Their team of experts specializes in wealth management, investment planning, and tax planning.

• Services:
• Investment planning and management
• Retirement planning and pensions
• Estate and trust planning
• Financial planning for businesses

• Strengths:
• High level of customer service
• Expertise and experience of advisors
• Customized financial plans
• Commitment to client success

• Conexus Wealth Management

Conexus Wealth Management, a leading financial consulting firm, offers a wide range of services to help clients achieve their financial goals. Their specialty lies in investment management, financial planning, and estate planning.

• Services:
• Investment management and advice
• Financial planning for individuals and families
• Estate planning and wealth preservation
• Insurance and risk management

• Strengths:
• Experienced and knowledgeable advisors
• Tailored financial plans
• Strong relationships with clients
• Innovative investment strategies

• Danforth Wealth Management

Danforth Wealth Management, a boutique financial consulting firm, offers personalized financial services to individuals, families, and businesses. Their focus is on providing tailored financial plans, wealth management solutions, and investment advice.

• Services:
• Investment planning and management
• Estate planning and wealth preservation
• Retirement planning and pensions
• Financial planning for businesses

• Strengths:
• Boutique approach with personalized service
• Expertise and experience of advisors
• Holistic financial planning approach
• Strong track record of client success

• Wilshire Wealth Management

Wilshire Wealth Management, known for its ethical practices and transparency, provides a suite of financial consulting services to individuals, families, and businesses. They specialize in investment advisory services, financial planning, and tax planning.

• Services:
• Investment advisory services and investment management
• Retirement planning and pensions
• Estate planning and wealth preservation
• Financial planning for businesses

• Strengths:
• Experience and knowledge of advisors
• Ethical and responsible investment approach
• Strong track record of client success
• Tailored financial plans

These 5 largest financial consulting companies in Barrie stand out as leaders in the industry, offering a range of services, unparalleled customer service, and a dedicated approach to helping clients achieve their financial goals. Their strong track records, experienced advisors, and customized financial plans set them apart as the top choice for individuals and businesses.

The 7 Biggest Financial Consulting Firm near Barrie

Gane Financial

• Address: 80 Mary St, Barrie, ON L4N 1T1, Canada
• Map: Click here
• Rating: 5 (58)
• Phone: +1 705-733-9595
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 5:00 PM

  Tuesday: 8:00 AM – 5:00 PM

  Wednesday: 8:00 AM – 5:00 PM

  Thursday: 8:00 AM – 5:00 PM

  Friday: 8:00 AM – 1:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Julia Fleming✭✭✭✭✭

  a month ago

  Adam Gane takes the time to listen, educate and plan with you. He is non-judgmental and practical, ensuring that you can enjoy, live life, and have fun while accumulating wealth. His education program is professional and insightful, and he opened our eyes up to considering things we hadn’t thought about in our long-term planning. Highly recommend Adam and Gane Financial!

  Kieran Fleming✭✭✭✭✭

  a month ago

  My experience was great with Gane Financial!! Adam went through all of my finances slowly and taught my wife and myself how to correctly manage our expenses. We also discussed a bunch of different investment opportunities. He has a great step by step process to teach clients. During the lessons we were also able see our numbers on a large TV monitor during the lessons as Adam inputted our data. The experience was much more detailed than I originally thought. Adam looked through our pension, insurance, line of credit, car payments, house value etc. Adam had all the answers to the questions we had.

  We decided on Gane Financial after going to a number of banks which were all biased towards giving us loans and investments through their branches. All the banks we visited also seemed to have a rushed approach opposite to Adams. I really wish we went to Gane Financial years ago, live and learn I guess.

  Ed Connors✭✭✭✭✭

  3 weeks ago

  Gane Financial has been the most helpful and informative organization that we have had assist us with our financial planning during the past 40 years. While other organizations provided us with pieces of financial guidance, Gane provided us with a comprehensive education that has enabled us to develop a financial plan that offers our family and ourselves a real sense of financial security. We highly recommend Gane Financial to anyone who seeks a similar sense of financial security. Donna and Ed Connors

  Steven Lombardi✭✭✭✭✭

  3 months ago

  I was referred to Adam threw a friend. I was very skeptical about purchasing life insurance. Adam took the time needed to fully explain to me the entire process of how everything worked and made me feel a lot more comfortable and confident with my decision. He also helped me structure my corporations financial strategy with his profit first system.i am very please with Adam and his staffs professionalism and kindness. Highly recommend Gane Financial

  Catherine Taylor✭✭✭✭

  2 months ago

  Gane Financial has been extremely helpful in bringing to light new ways for us to build a financial plan that works for us, and to help get our financial “house” in order. Adam is knowledgeable, helpful and patient. Highly recommend!

Infinite Financial

• Address: 387 Mapleview Dr W, Barrie, ON L4N 9G4, Canada
• Map: Click here
• Rating: 5 (27)
• Phone: +1 705-797-4941
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Kelsey✭✭✭✭✭

  2 months ago

  Our first time buying life insurance was a success thanks to Alicia Steiner at Infinite Financial. Alicia is professional and knowledgable about the services she provides, but also friendly and easy to talk too. Obtaining our life insurance was a smooth process and Alicia explained everything thoroughly since it was our first time going through the process. It’s reassuring to know I can always contact Alicia if I have any questions about our policy. Thanks to Alicia, my family and I feel so much better having proper life insurance in place! I would recommend Alicia to anyone looking for life insurance.

  Kara Hoffsuemmer✭✭✭✭✭

  2 months ago

  Exceptional Service! Alicia walked me through all the details, answered all my questions, and gave me several options tailored to my needs. She is knowledgeable, responsive, and genuinely caring. I would highly recommend Alicia Steiner for a personalized insurance plan. …Best of all, she offered a varity of information on business strategies that offer tax efficient solutions. Forward thinking, and will be very adventageous for me.

  Terry Oakley✭✭✭✭✭

  9 months ago

  Geoff’s is a pleasure to work with and always puts his clients best interests first. He’ll make sure you know exactly what he’s doing and why. I would recommend Geoff to anyone looking for financial planning and investment advise.

  Toby Scott✭✭✭✭✭

  a year ago

  Geoff and his Infinite Financial team are trustworthy, hands on and in the know for all your financial needs. They have provided years of great customer service and advice for myself and my family. You can not go wrong with Geoff he 100% has your back.

  Tee✭✭✭✭✭

  4 years ago

  I located this place by Google and was not disappointed. I was in the process of purchasing my first home and seeking life insurance. Geoff was extremely professional while making the experience personable. He is very knowledgeable and takes the time to sit, explain and re-explain if needed. His patience and dedication to his practice are what made me sign-on, as well as forward his contact to others around me seeking financial guidance. I’m certain he helped me achieve the best life insurance rate and I look forward to working with Geoff in the future as I was incredibly pleased. Thank you Geoff!

Podium Prosperity Group

• Address: 54 Cedar Pointe Dr #1207, Barrie, ON L4N 5R7, Canada
• Map: Click here
• Rating: 5 (22)

Tayler Insurance & Estate Planning

• Address: 181 Dunlop St W, Barrie, ON L4N 1B4, Canada
• Map: Click here
• Rating: 5 (15)

Seven Elements Wealth Planning Inc.

• Address: 150 Dunlop St E #206, Barrie, ON L4M 6H1, Canada
• Map: Click here
• Rating: 5 (12)

Jeffery Cook – Walton Financial Group Inc.

• Address: 126 Wellington St W Suite 202, Barrie, ON L4M 1K9, Canada
• Map: Click here
• Rating: 5 (10)

John Fischer – Desjardins Financial Security Investments Inc – Barrie

• Address: 92 Caplan Ave Suite 401, Barrie, ON L4N 9J2, Canada
• Map: Click here
• Rating: 5 (10)

Discover top consulting firms in various cities, like those mentioned in St. Catharines – Niagara Falls, Windsor and Oshawa, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Barrie, Ontario, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Barrie

The top three financial consulting firms that are popular in Barrie are:

• Deloitte
• PwC (PricewaterhouseCoopers)
• KPMG

1. Deloitte: Deloitte is a multinational professional services network that offers a wide range of financial consulting services. They have a strong presence in Barrie and are known for providing expertise in areas such as tax planning, auditing, risk management, and financial advisory. Deloitte is renowned for its high-quality work and the ability to provide innovative solutions to complex financial challenges. They have a team of experienced professionals who are well-versed in the local financial landscape and can provide valuable insights to businesses in Barrie.

2. PwC (PricewaterhouseCoopers): PwC is another prominent financial consulting firm that operates globally. They have a strong reputation for delivering quality financial services and are well-established in Barrie. PwC offers a range of services including tax consulting, financial advisory, audit, and assurance. They have a team of experts who understand the specific needs of businesses in Barrie and can provide tailored solutions to help them achieve their financial goals.

3. KPMG: KPMG is one of the “Big Four” accounting firms and is known for its expertise in financial consulting. They have a significant presence in Barrie and offer a wide range of services including tax consulting, audit, risk management, and financial advisory. KPMG is known for its commitment to delivering excellence and providing valuable insights to businesses. Their team of professionals has extensive knowledge of the local market and can help businesses navigate the complexities of the financial landscape in Barrie.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.