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Financial advisors in Belleville

10 advisory teams and firms in Belleville, Ontario.

🏆 Top financial advisors in Belleville: the ranking

Belleville in figures

55,071residents in 2021 (+8.6% since 2016)
$73,000median total household income, 2020
62.5%of households own their home
$424,000median dwelling value
23.7%aged 65 and over
20.4%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Belleville

Where to invest your savings in Belleville: RRSP or TFSA?

Only 28.4% of tax filers in the Belleville area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.

RRSP or TFSA? →

When to take CPP and how to draw down a RRIF in Belleville?

23.7% of Belleville residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.

How long will your savings last? →

Property taxes in Belleville

1.813%residential property taxes (municipal and education) as a share of assessed value, 2025
$9,065per year on a home assessed at $500,000 (MPAC value)

Source: Ontario Financial Information Return (FIR), schedule 26: residential taxes (lower-tier, upper-tier and education) divided by taxable assessment. Ontario assessments are still based on January 1, 2016 values. All municipalities compared.

Savings and high incomes in the Belleville-Quinte West area

16.7%of tax filers contributed to an RRSP
$2,710median RRSP contribution

Among people with income in the Belleville-Quinte West area, in 2023:

28.4%report dividend or interest income (median $710)
7.3%report capital gains (median $1,480)
22.7%receive a private pension (employer plan, RRIF, annuity)
11%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Frequently asked questions

How many financial advisory firms are there in Belleville?

Advisor Index lists 10 advisory teams and firms in Belleville, Ontario: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Belleville?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in Ontario

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.

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