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The 3 Best Financial Planners In Kitchener [2024]

Best Financial Planners In Kitchener

The best financial planners in Kitchener can help you manage your money and reach your financial goals! Many people find it difficult to budget their finances, save for the future, or develop a good investment strategy. 

And for more professional service guides, be sure to check out:

The 4 Best Insurance Agencies In Waterloo
The 4 Best Family Lawyers in Kitchener
The 4 Best DUI Lawyers In Kitchener
The 3 Best Personal Injury Lawyers In Cambridge

When you hire a professional financial planner from this list, you’re getting someone who has years of experience helping others achieve their goals! 

Summary

What's The Average Cost Of Financial Planners In Kitchener?

The average cost of financial planners in Kitchener is $175 per hour. This price range includes both independent and full-service planners. Full-service planners typically offer more features, such as portfolio management and estate planning, while independents are cheaper but may not have the same level of service. If you’re looking for a budget-friendly planner who will provide good quality services, then an independent planner might be best for you. 

Otherwise, if you want the extra bells and whistles or prefer someone with experience in your field, then a full-service planner would likely be better suited for you. Either way, finding a financial planner that fits your needs will likely cost between $175 and $300 per hour.

The Best Financial Planners In Kitchener

1) Howlett Financial Partners

Nate Howlett founded Howlett Financial Partners with the vision to provide excellent financial planning services to people who are underserved by traditional financial institutions. The firm focuses on tax, retirement, charity, and investment planning strategies. This allows the team to serve a broader range of clients than those served by traditional financial institutions. 

They believe that everyone deserves access to quality financial planning services. Their goal is to provide their clients with an all-encompassing approach to financial planning that focuses on delivering high-quality outcomes in line with the individual’s financial goals. This means that each client receives personalized attention and guidance, ensuring that they achieve the best possible outcome for their specific situation.

In addition to offering traditional financial products and services, HFP also offers unique benefits, such as complimentary consultations with experienced professionals tailored specifically for your needs.

Whether you’re looking for advice on investing or need assistance with budgeting and debt management, they have something special planned for you. Plus, if there are any changes or updates to your situation that occur after you’ve started working with them, they’ll be happy to keep up with those too!

Business Information:

howlettfinancial.com
contact@howlettfinancial.com
+12267928372
51 Breithaupt St Unit 100, Kitchener, ON N2H 5G5, Canada

Customer Review:

“Nate Howlett has provided us with sound financial advice for nearly a decade. He explains things in clear terms and leaves us confident in our financial decisions. His personally tailored strategies have yielded us major wealth gains that we otherwise would not have realized. I can’t recommend his services enough.”

Pros

Cons

2) IG Wealth Management - Nadege Koskamp, CFP

At IG Wealth Management, they specialize in helping their clients realize all of their financial goals. They believe that building long-term relationships with their clients is the best way to help them achieve success. These proficient financial planners have years of experience and are dedicated to providing quality services and advice tailored specifically for each client’s needs.

They provide a wide range of services including Investments, Retirement planning, Home ownership, Estate planning, Tax planning, Insurance guidance, and much more.

Here you will also get access to exclusive investment solutions from top-tier asset managers around the world. These experts are dedicated to working with global asset management firms and making them available to their clients so they can confidently pursue their long-term financial goals. 

Additionally, the team at IG Wealth Management is passionate about providing their clients with cutting-edge advice and innovative products that help them reach their Financial Independence dreams. 

So, whether you’re looking to improve your current situation or prepare for future events — IG Wealth Management has the knowledge and resources necessary to help you reach your desired outcome!

Business Information:

advisor.investorsgroup.com
nadege.koskamp@ig.ca
+15196507250
4295 King St E Suite 301, Kitchener, ON N2P 0C6, Canada

Customer Review:

Nadege has been our financial consultant for a number of years. Nadege is “on top of her game” and we feel that we are in excellent hands having her as our consultant. Nadege is very personable and gives very sound advice. She is always looking out for our best interests. We would highly recommend Nadege to anyone looking for a financial consultant.”

Pros

Cons

3) Mason Leite Financial Planner, Martin Christopher Investments

Martin Christopher Investments is an independent financial advisory firm that specializes in providing personalized financial and estate planning solutions to individuals, families, and small businesses in an atmosphere of trust, transparency, and collaboration. They provide services tailored to meet the needs of their clients by taking into account their specific circumstances. 

These financial specialists combine their own experience with that of their strategic partners in complimentary businesses, such as accounting, taxation, legal, real estate, mortgages and lending. By working with a variety of complementary businesses experts, Martin Christopher Investments is able to provide comprehensive protection against any financial risks that may come up in your life. 

From managing your finances through tax planning to finding the perfect mortgage or loan solution for you and your family members – Martin Christopher Investments ensures that everything is taken care of so there’s never a worry when it comes to money matters.

When you work with them, they will get to know you and your full financial picture in order to provide the best possible service. They also have access to a wide range of products and services, which means that they can tailor an investment package specifically designed for your needs.

Business Information:

mcadvisorgroup.com
info@mcadvisorgroup.com
+15195919440
650 Riverbend Dr Suite A2, Kitchener, ON N2K 3S2, Canada

Customer Review:

Worked with Mason for a number of years now. He has been very accommodating and helped me push my finances further. We’ve done house calls, virtual appointments and office visits as well. It’s been a seamless experience. Very glad to work with someone who has their CFP and a good grasp on economics. Planning to work with him for the foreseeable future. 5 stars”

Pros

Cons

FAQs About Financial Planners

Financial planners in Kitchener work with their clients to help them create and manage a financial plan that meets the individual needs of each client. Financial planners often provide advice on investments, budgeting and debt management.
There are a number of benefits to hiring a financial planner. First, they can help you save money by helping you make smart decisions about your finances. They can also provide advice on how to improve your credit score and protect yourself from potential financial disasters.
  1. Educate yourself on what constitutes sound financial planning practices. 
  2. Review your current spending and make adjustments where necessary to reduce unnecessary expenses or track actual vs projected income/expenses over time in order to better manage liquidity and save for long-term goals. 
  3. 3 Finally, consult with a qualified professional if you have any questions or concerns about your personal finances
The most important element in financial planning is to have a plan and stick to it. Have realistic goals, make conservative investments, and be aware of your changing needs over the years.

Final Thoughts

There are many financial planners in Kitchener who can help you with your finances. But it is important to choose a planner that is best for you and your situation. 

The list above provides some insight into the best financial planners in Kitchener, so be sure to consider all of your options before making a decision.

And if you’re looking for assistance with some other legal matters, then it might be worth checking out the best divorce lawyers and the best DUI lawyers in Kitchener.They’ll have got you covered!

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