Top Financial Advisors in Barrie
Walton Financial Group Inc
Financial planning firm handling investments, estate planning, and family wealth transfer.
Looking for the best Financial Advisors in Barrie? This list ranks 10 local Financial Advisors businesses, selected for local presence, service quality, and relevance to Barrie-area customers.
How We Selected This List
MBM ranks Barrie businesses in this category by local presence, service breadth, and relevance to Barrie-area customers. Listings are reviewed periodically for accuracy — see the "Updated" date below.
Why It Made the List: The highest review volume of any financial advisory firm in Barrie, with reviewers describing over a decade of confident, informed financial decisions and personal support extended through a family's difficult loss.
Phone: (705) 733-5200
Address: 126 Wellington St W #202, Barrie, ON L4N 1K9 (View on Map)
Rating: 5.0★ (280 reviews)
Dunbrook Associates
Financial planning firm offering quarterly touchpoints and tax minimization strategies.
Why It Made the List: Reviewers consistently praise clear, educational communication and a stable, smooth investment approach compared to sharper market swings elsewhere.
Phone: 1-866-730-7598
Address: 150 Dunlop St E #206, Barrie, ON L4M 6H1 (View on Map)
Rating: 4.9★ (91 reviews)
Gane Financial
Financial planning firm offering a structured financial education program for clients.
Why It Made the List: Reviewers consistently praise being taught the reasoning behind financial products rather than just being told what to buy, building genuine long-term financial confidence.
Phone: (705) 733-9595
Address: 80 Mary St, Barrie, ON L4N 1T1 (View on Map)
Rating: 5.0★ (84 reviews)
Seven Elements Wealth Planning Inc.
Financial planning firm serving clients with a patient, education-first approach.
Why It Made the List: Reviewers consistently praise patient advisors who take time to explain investment options clearly, with several clients staying with the same team for five or more years.
Phone: (705) 812-1322
Address: 150 Dunlop St E Suite 201, Barrie, ON L4M 6H1 (View on Map)
Rating: 4.9★ (32 reviews)
Assante Capital Management Ltd. - Josh McQuay
Financial advisory practice offering a holistic approach to life and finances.
Why It Made the List: Reviewers consistently praise over a decade of thorough, personal financial guidance, including volunteering time to teach clients' children about financial planning.
Phone: (705) 792-2144
Address: 112 Caplan Ave 2nd Floor Suite A, Barrie, ON L4N 9J2 (View on Map)
Rating: 4.9★ (28 reviews)
Tayler Insurance & Estate Planning
Financial advisory firm specializing in insurance and estate planning.
Why It Made the List: Reviewers consistently praise a duo of advisors who explain insurance and investment options in plain, accessible terms, winning over even initially skeptical clients.
Phone: (705) 733-3338
Address: 181 Dunlop St W, Barrie, ON L4N 1B4 (View on Map)
Rating: 5.0★ (25 reviews)
Financial Design Team Inc.
Financial advisory firm serving families across more than a decade.
Why It Made the List: Reviewers consistently describe an advisor who treats clients like family, with proactive, ongoing communication about market conditions and custom long-term plans.
Phone: (705) 252-9010
Address: 72 High St, Barrie, ON L4N 1W4 (View on Map)
Rating: 4.8★ (20 reviews)
Atlantis Financial Inc.
Financial advisory practice with over a decade managing retirement portfolios.
Why It Made the List: Reviewers consistently describe strong, protected returns through market downturns, with an advisor known for patient, thorough explanations of investment scenarios.
Phone: (705) 726-6884
Address: 48 Alliance Blvd #201, Barrie, ON L4M 5K3 (View on Map)
Rating: 4.9★ (17 reviews)
Sandra Ramos & Associates - IG Private Wealth Management
Financial advisory practice with nearly 30 years serving the same families.
Why It Made the List: Reviewers consistently describe multi-decade relationships spanning retirement planning and business succession, with an advisor credited for shaping a genuinely secure retirement.
Phone: (705) 797-6262
Address: 431 Huronia Rd #6, Barrie, ON L4N 9B3 (View on Map)
Rating: 5.0★ (5 reviews)
Spectrum Financial Strategies Inc
Financial advisory firm with specific experience supporting special-needs families.
Why It Made the List: Reviewers consistently praise an advisor with genuine expertise in planning for families with special-needs dependents, explaining complex concepts patiently and without pressure.
Phone: (705) 725-0562
Address: 134 Collier St, Barrie, ON L4M 1H4 (View on Map)
Rating: 5.0★ (3 reviews)
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Get Featured for only $9.99/monthFrequently Asked Questions
Who are the top Financial Advisors in Barrie?
The businesses listed above are among Barrie's most established Financial Advisors providers, based on local presence and service reputation.
How do I choose the right Financial Advisors provider in Barrie?
Compare services offered, request quotes from a few providers, and check recent local reviews before deciding.
How often is this list updated?
MBM reviews this list periodically for accuracy. See the "Updated" date below.
Updated: September 2026
