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BEST RATED BARRIE, ON FINANCIAL SERVICES FR

3 Best Financial Services in Barrie, ON

Expert-recommended Top 3 Financial Services in Barrie, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Barrie financial service Dunbrook Associates
Barrie financial service Dunbrook Associates
Barrie financial service Dunbrook Associates
4+ YEARS IN TBR
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DUNBROOK ASSOCIATES

(4.9 Score)
150 Dunlop Street, East, # 206,
Barrie, ON L4M 6H1 Directions

Since 2002

Specialty:

✓ Wealth Management ✓ Retirement Planning ✓ Tax and Cash Flow Planning ✓ Business Services ✓ Insurance Planning ✓ Estate Planning ✓ Mortgage Planning ✓ Investment Planning ✓ Small Business Owner Planning

“Dunbrook Associates is a distinguished firm specializing in financial planning, helping individuals, families, and enterprises effectively oversee their wealth. Chris Arthur clinched the accolade for the finest financial advisor in Barrie in 2022 through a community-driven voting process, and his candidacy continues into 2023. Their commitment lies in delivering all-encompassing planning solutions to families, facilitating the achievement of their financial aspirations. Irrespective of whether you find yourself at the early stages of your professional journey or making preparations for retirement, their services are geared towards safeguarding your financial stability. Their fee structure sets them apart, which typically undercuts major banks and prominent financial institutions by around 30%. Dunbrook Associates advocates for ethical and Environmental, Social, and Governance (ESG) investing, further showcasing their commitment to responsible financial practices.

2025 Update: Dunbrook Associates also has offices in Toronto and Burlington.”

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Best Financial Advisor in Barrie (5 Years in a Row) by Community Votes
5-Star Advisor Award in 2025 by Wealth Professional
5-Star Advisory Team Award in 2025 by Wealth Professional
License #864981261

Price:

Service Planning Engagements $1000
*Full Wealth Management with Fees as Low as 0.50%*

Discount:

Get a Special Offer for Complimentary Portfolio and Fee Analysis

Free Financial Plan and Investment Fee Review for ThreeBestRated Customers

20% Off Any Long-Term Planning Engagement for ThreeBestRated Customers

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Contact:

(866) 730-7598 (705) 730-7819

Mon-Fri: 9am - 7pm
Sat: 10am - 7pm
Sun: Closed

TBR® Inspection Report:

Barrie financial service Podium Prosperity Group
Barrie financial service Podium Prosperity Group
Barrie financial service Podium Prosperity Group
Barrie financial service Podium Prosperity Group video
7+ YEARS IN TBR
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PODIUM PROSPERITY GROUP

(4.8 Score)
54 Cedar Pointe Drive, Unit 1207,
Barrie, ON L4N 5R7 Directions

Since 2014

Specialty:

✓ Business Advisory Services ✓ Advice Workshops and Coaching ✓ Individual Pension Plans ✓ Corporate Insurance and Investment Strategies ✓ Group Benefits ✓ Tax-Free Savings Accounts ✓ Health Spending and Registered Education Savings Plans ✓ Exchange Traded Funds ✓ Exempt Market and Registered Retirement Savings Plans

“Podium Prosperity Group is a business consultancy firm specializing in services to incorporated small businesses across Canada, with offices in Barrie, Kitchener, and Edmonton. With over 30 years of experience as a CFO, Jim Pelot, CA, CPA, provides unique and impactful insight into the rollercoaster business owners. As “Coach & Consultant”, Jim Pelot and Cher Cunningham will guide you through the doldrums of business overwhelm into the calmer, smooth sailing seas as you learn how to become the powerful CEO of your business. There are powerful levers you can pull to take you from the overwhelmed business owner you are to a calm and controlled CEO. Julie Muir, PFA, is your Intentional Wealth Activator as financial strategies launch to support your risk, wealth, legacy and philanthropy strategies. Sam Pelot will help you put tailored group benefits in place as part of their AIRR program to help strengthen your employee workforce. Book your sounding board session today to discover how you can multiply your efforts and shorten your path to success. Don’t let holes in your current plan for your corporation cause you to miss out on opportunities to build intentional wealth and financial independence.

2025 Update: They guide their clients toward achieving their financial goals utilizing Corporate and Personal Wealth Building Strategies, including their proprietary program, Integrated Corporate Life™, to get your profit working for you.”

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Best Financial Planning Services in the Mirror’s Readers' Choice Awards for (Midland, Penetanguishene, Tiny, Tay)
Consumer Choice Award, Barrie-Community Votes, Barrie-Barrie Advance Reader’s Choice Award
License #1911928

Contact:

(705) 915-0200

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Barrie financial service Seven Elements Wealth Planning Inc
Barrie financial service Seven Elements Wealth Planning Inc
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SEVEN ELEMENTS WEALTH PLANNING INC

(4.7 Score)
#206-150 Dunlop St. E,
Barrie, ON L4M 6H1 Directions

Specialty:

✓ Personal Wealth Planning ✓ Retirement and Estate Planning ✓ Investment Services ✓ Insurance Planning ✓ Growth and Transition Planning ✓ Group Benefits and Executive Compensation ✓ Business Protection and Continuity ✓ Wealth Planning for Business Owners

“2025 Update: Seven Elements Wealth Planning Inc. provides a unique and customised comprehensive wealth plan for clients. Their personalised approach empowers you to make confident decisions, giving you the freedom to focus on your goals and aspirations. Richard Tremblay is the Financial Planner, Community Connector and Co-Founder of the firm. As a Registered Retirement Consultant® and Financial Planner, Richard brings expertise, strategy, and a down-to-earth approach to every client conversation. Karine Tremblay is the Plan Designer, Operations Lead and Co-Founder of the firm. They take the time to truly understand where you’ve been, where you are, and where you want to go. Whether you’re expanding, protecting what you’ve built, or preparing for succession, they guide you through each stage with clarity and confidence. You can contact them to book your intro call.”

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Contact:

(705) 812-1322

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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DUNBROOK ASSOCIATES REVIEWS

A close friend of mine suggested contacting Chris when I mentioned needing to seriously start planning for the future. He was patient, transparent and carefully considered my needs before delivering advice that I actually understand (and am excited about). I always thought it would be too expensive to have someone manage my money, but for once, I can finally see a clear path to financial independence. I only wish I started sooner. I will be highly recommending Chris to my friends and family.

Dunbrook Associates provides unparalleled service and advice for their clients. Chris is receptive to the concerns and needs of his clients and is always available for a call. I would recommend Dunbrook Associates to anyone who wants their finances to be in safe hands. In this economy, it’s essential! Truly the best service.

Chris gave me great financial advice, and I actually understand what my fees are (unlike my last advisor). I will definitely be recommending him to friends and family.

These reviews are provided for information purposes and to help you make informed decisions.

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PODIUM PROSPERITY GROUP REVIEWS

Highly recommending the Podium Prosperity program and results oriented processional team. Although I had reached a certain level of success that I was grateful for...I was feeling like I had to be all things to all people. Podium helped me discover and focus more on my one-inch of excellence and growth to be a true CEO. They helped me streamline areas of my business to focus on the drivers that are making a difference. I have been working on myself and with my supportive team on these key areas. The results from the beginning of the program is expected to be a 6 figure increase to our bottom line net profit. Some of the results were from what I was unknowingly leaving on the table. Thank you Podium Prosperity...Amazing.

Julie and Jim are passionate about helping their clients grow and protect their assets. They worked with my wife and I to build a very detailed budget so we knew exactly where we spent each dollar every month and helped us find the right insurance for protecting our future. They took the time to really get to know us as people rather than just the numbers on a page. They love what they do and it shows.

I have known Julie Muir for years and every confidence in her professional abilities to help her clients set and achieve financial goals. I am writing to help her communicate her more intangible attributes: willingness to help, a generous nature and her deep and abiding interest in people. These are priceless in her industry and help Julie to stand out as a top candidate to those seek services like those offered at Podium Prosperity Group.

SEVEN ELEMENTS WEALTH PLANNING INC REVIEWS

We are grateful for our experience with Seven Elements Wealth Planning Inc; our investments have done very well in their care. We feel listened to and we appreciate the attention we receive when needed. Richard & Karine and their team are lovely people and it’s a pleasure to work with them.

My spouse and I had the best meeting with Richard. He is personable, helpful and absolutely knows his stuff. I felt like he really listened to our needs and our lifestyle and will be able to assist us in growing our wealth for retirement.

Had a great meeting with Richard to update our retirement planning. My wife and I are very pleased with the growth of our portfolio. We highly recommend Richard and his amazing team.

TBR® Inspection Score Report

DUNBROOK ASSOCIATES Total Inspection Points: 118/120
Business Hours: 9
Website Standard: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Multiple Awards: 10
Online Appointment: 10
Reviews Accuracy: 10
Website Source: 10

TBR® Inspection Score Report

PODIUM PROSPERITY GROUP Total Inspection Points: 114/120
Business Hours: 8
Social Media: 8
Business Images: 9
Experience: 9
Contact Info: 10
Legitimate Ratings: 10
Location Proximity: 10
Multiple Awards: 10
Online Appointment: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10

TBR® Inspection Score Report

SEVEN ELEMENTS WEALTH PLANNING INC Total Inspection Points: 113/120
Current Evaluation: 8
Acknowledgments: 9
Business Images: 9
Complete Info: 9
Contact Info: 9
Reviews Study: 9
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

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