The 10 best financial advisors in Guelph in 2026

1. 1

   TIER One Planning

   financial planning, insurance · yes · yes · since 2007 · CFP · 4.9 ★, 17 reviews

   64/100
2. 2

   Headwaters Financial

   financial planning, investments · yes · yes · CFP, CIM · 5 ★, 1 reviews

   53/100
3. 3

   David Pipe - Mortgages, Life Insurance, Investments - WealthTrack

   financial planning, insurance · yes · yes · 5 ★, 66 reviews

   44/100
4. 4

   David Semerak

   financial planning, investments · team website · 1 advisors · CFP, CIM

   42/100
5. 5

   Jonathan Kelly

   financial planning, investments · team website · 1 advisors · PFP

   42/100
6. 6

   Karen Morris

   investments · team website · 3 advisors · CFP, RRC

   40/100
7. 7

   Wright Wealth (Guelph) Inc.

   financial planning, insurance · yes · yes · 5 ★, 17 reviews

   40/100
8. 8

   Financial Miiles

   insurance · yes · yes · 5 ★, 43 reviews

   34/100
9. 9

   Tony Crane

   investments · team website · 1 advisors · CFP

   34/100
10. 10

    Dwayne Rettinger

    investments · team website · 8 advisors

    26/100

The criteria

Frequently asked questions

Who is the best financial advisor in Guelph?

On our public criteria, TIER One Planning ranks first in Guelph, ahead of Headwaters Financial and David Pipe - Mortgages, Life Insurance, Investments - WealthTrack. The best choice is the firm whose services fit your situation.

How is this ranking built?

Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).

Can a firm pay to rank higher?

No. No firm pays to be listed or for its position.

Ranking recalculated at each register update. A firm can correct its details from its profile. Our method