3 Best Financial Services in London, ON

Expert-recommended Top 3 Financial Services in London, 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!

9+ YEARS ON TBR
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BETTER WEALTH MANAGEMENT

339 Wellington Road, Suite 230,
London, ON N6C 5Z9 Directions

Since 1997

Specialty:

✓Portfolio Management ✓Retirement Income ✓Wealth Transfer ✓Estate Planning ✓Tax Planning ✓Charitable Giving ✓Risk Management ✓Financial Planning ✓Responsible Investing

"Better Wealth Management spends time with you to ensure you truly appreciate the many financial tools you can use to shelter and nurture your investment portfolio. As financial advisors, they believe that the more you know and understand about effective financial planning, the better your chances are of attaining your financial goals. They know that your financial goals are not only important but also very personal. That's why they strive to help you maximize your investments to accomplish your goals and rest easy knowing you have secured the future of your dreams. Before they provide recommendations, they carefully consider your current needs and future goals and dreams to offer you a thoroughly strategic financial plan. This way, you can rest assured that your hard-earned money and financial future are secure.

2026 Highlights: Better Wealth Management offers Free Financial Consultation, including In-Person Consultation, Phone Consultation and Online Meeting."

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Contact:

(519) 438-1889

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

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7+ YEARS ON TBR
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BAYSWATER WEALTH MANAGEMENT

465 Waterloo Street,
London, ON N6B 2P4 Directions

Since 2011

Specialty:

✓Portfolio Management ✓Retirement Income ✓Wealth Transfer ✓Estate Planning ✓Tax Planning ✓Charitable Giving ✓Risk Management ✓Financial Planning ✓Responsible Investing

"Bayswater Wealth Management offers a full-service, boutique wealth management experience, including in-house income tax preparation and life insurance services, ensuring clients receive comprehensive support tailored to their specific needs. Patrick Briscoe is the Financial Planner, Jessica Steuer is the Associate Financial Advisor, Taylor Vincent is the Administrative Assistant, and Anne Leeson is the Client Care Manager of Bayswater Wealth Management. The team has over 25 years of experience in providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind. Patrick Briscoe is a Certified Financial Planner (CFP), Certified Executor Advisor (CEA), and Responsible Investment Specialist (RIS). He also holds a Bachelor of Education (B.Ed.) and is working toward the Trust and Estate Practitioner (TEP) designation. As a Responsible Investment Specialist, Patrick Briscoe helps clients who wish to integrate Environmental, Social, and Governance (ESG) factors into their investment strategies, aiming to achieve superior risk-adjusted returns while making a positive societal impact. Patrick Briscoe's expertise has been featured in the Globe and Mail, CityNews 680, Wealth Professional, CTV News, and Advisor.ca. They provide personalized advice to their clients.

2026 Highlights: Bayswater Wealth Management can help you turn your dreams into reality, no matter how you envision your financial future."

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License #62942

Contact:

(519) 914-5778

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

TBR® Inspection Report:

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RETIREMENT BY DESIGN

100 Wellington Street, #101,
London, ON N6B 2K6 Directions

Since 1985

Specialty:

✓Investments ✓Insurance ✓Retirement Planning ✓Managing Your Finances ✓Asset Allocation ✓Business Succession Planning ✓Charitable Giving

"Retirement by Design cares about helping companies attract the best talent, reduce employee turnover, and protect their employees. Tammy Buss is the firm's financial planner and business succession consultant. Over the past 30 years, the team has been working closely with businesses to create and support the administration of group benefits and savings plans. They also provide ongoing education and financial planning services to help employees reach their goals. Retirement by Design, they believe that everyone deserves a unified plan. Financial planning is the cornerstone of everything they do. As Certified Financial Planners with over 35 years of experience, they understand that it takes a commitment to service and ongoing education to stay current in the industry.

2026 Highlights: Retirement by Design also helps you formulate a detailed plan to retire."

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Contact:

(519) 672-6060

Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

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