BEST RATED NORTH BAY, ON FINANCIAL SERVICES FR

3 Best Financial Services in North Bay, ON

Name: 3 Best Financial Services in North Bay, Ontario
Rating: 4.7

Expert-recommended Top 3 Financial Services in North Bay, 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!

North Bay financial service Relevant Life Financial Group

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RELEVANT LIFE FINANCIAL GROUP

4.8

1850 Bond Street, 2nd Floor,
North Bay, ON P1B 4V6 Directions

Since 2016

Specialty:

“Relevant Life Financial Group's collaborative approach to financial planning ensures you get the best results for your family and business. Mark Stewart is the firm's senior partner. The Relevant Life Financial Group team understands that selling a business or managing an estate can be complicated and requires ongoing guidance and support. The team provides a personal connection and understanding regarding financial planning for your future. Their firm offers top-quality, cost-effective financial strategies to help clients realize their financial goals. They are your local financial planning and insurance experts with over 20 years of experience in Northern Ontario, Canada.

2025 Update: Relevant Life Financial Group provides comprehensive financial planning, investment strategies, and insurance solutions for individuals and businesses throughout Northern Ontario.”

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North Bay financial service CI Assante Wealth Management

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CI ASSANTE WEALTH MANAGEMENT

4.8

101 McIntyre Street West,
North Bay, ON P1B 2Y5 Directions

Specialty:

“2025 Update: CI Assante Wealth Management helps you make informed decisions about all your wealth planning needs. Assante was founded in 1995 and became one of the largest wealth management firms in Canada, supporting more than 900 advisors who oversee approximately $46 billion in assets for clients and their families nationwide. Assante was purchased by CI Financial Corp in 2003. The team offers complete financial advice for all your wealth planning needs. Their team consists of knowledgeable, respected and dedicated advisors. Their advisors have years of experience, tools and calculators, the necessary skills, strategies, and support to build a comprehensive wealth plan tailored to their clients' needs. CI Assante Wealth Management has offices in Sturgeon Falls, Ontario and New Liskeard, Ontario.”

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North Bay financial service Steve Deacon-IG Wealth Management

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STEVE DEACON-IG WEALTH MANAGEMENT

4.7

1350 Fisher Street, #301,
North Bay, ON P1B 2H1 Directions

Specialty:

“2025 Update: Steve Deacon is a senior executive financial advisor with Deacon Wealth Management & IG Private Wealth Management Inc. He spends time both coaching clients and counselling business owners on corporate financial planning issues. His business is focused on assisting clients with both capital accumulation and tax planning. A large percentage of his practice has also encompassed wealth preservation while producing tax advantaged income for both retirees and other individuals. The firm's core values are Quality, Integrity and Responsiveness, and they endeavour daily to deliver comprehensive financial planning that exceeds all clients' expectations. They take a long-term approach to planning, and they provide a detailed plan, reviewed and updated regularly, so you will have the financial resources to realize your goals and stay on track.”

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TBR® Inspection Report:

Our Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. If you are looking for full list of our 50-Point Inspection, the following list will give you a clear picture. Few items may not be applicable to all businesses.