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BEST RATED NORTH BAY, ON FINANCIAL SERVICES FR

3 Best Financial Services in North Bay, ON

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!

Deacon Wealth Management Inc. - North Bay, ON Financial Services - Portrait
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DEACON WEALTH MANAGEMENT INC.

(4.9 Score)
236 Worthington Street West,
North Bay, ON P1B 3B4 Directions

Since 2008

Specialty:

✓Retirement Planning ✓Education Planning ✓Wealth Transfer ✓Insurance Planning ✓Tax Planning ✓Estate Planning ✓Investment Planning ✓Business Planning ✓Charitable Giving

"Deacon Wealth Management Inc. spends time both coaching clients and counselling business owners on corporate financial planning issues. They focus 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.

2026 Highlights: Deacon Wealth Management Inc. offers services tailored to individuals and families who value clarity, consistency, and deeply personal financial care."

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License #820523322

Contact:

249-506-2233 (705) 472-4731

Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Relevant Life Financial Group - North Bay, ON Financial Services - Portrait
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9+ YEARS ON TBR
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RELEVANT LIFE FINANCIAL GROUP

(4.8 Score)
1850 Bond Street, 2nd Floor,
North Bay, ON P1B 4V6 Directions

Since 2016

Specialty:

✓Financial and Retirement Planning ✓Business Succession and Estate Planning ✓Asset Allocation ✓Savings ✓Pension ✓Education ✓Critical Illness Insurance ✓Risk Management and Insurance Solutions ✓Employee Benefits Consulting ✓Estate and Legacy Planning

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

2026 Highlights: Relevant Life Financial Group helps you make the right decisions when it comes to the different phases of life as a business owner or professional. They have been operating for over 20 years in Northern Ontario, Canada. North Bay, Matheson, Kingston and Sault Ste."

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License #2508652

Contact:

(705) 995-2910 (705) 995-4278

Mon-Thu: 8am - 4pm
Fri: 8am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

CI Assante Wealth Management - North Bay, ON Financial Services - Office Image
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CI ASSANTE WEALTH MANAGEMENT

(4.8 Score)
101 McIntyre Street West,
North Bay, ON P1B 2Y5 Directions

Since 1995

Specialty:

✓Investment Planning ✓Financial Planning ✓Retirement Planning ✓Wealth Management ✓Estate Planning ✓Life Insurance ✓Tax Planning ✓Debt Management

"CI Assante Wealth Management helps you make informed decisions about all your wealth planning needs. Assante was founded in 1995. 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.

2026 Highlights: CI Assante Wealth Management is supporting over 900 advisors who oversee approximately $46 billion in assets for clients and their families nationwide."

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Contact:

(705) 476-5422

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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DEACON WEALTH MANAGEMENT INC. REVIEWS

My wife and I have been clients of Steve Deacon and the team at Deacon Wealth Management for over 20 years, and we honestly couldn’t imagine working with anyone else. Steve has always been incredibly knowledgeable and approachable—he takes the time to explain things clearly and helps us make confident, informed decisions about our finances. Over the years, the entire DWM team has been consistently responsive, professional, and friendly. Whether we’ve had quick questions or needed help navigating bigger financial changes, they’ve always made us feel supported and well looked after. We also really appreciate how community-minded they are, and the personal touches they bring to everything they do. It’s more than just solid financial advice—it’s a relationship built on trust. If you’re looking for a team that truly cares and delivers, we highly recommend Deacon Wealth Management.

The Deacon Wealth Management Private Wealth team truly sets the bar for what client care should look like. Their proactive communication style means their clients are always informed—often before they even think to reach out. It’s clear they take pride in being accessible, but what stands out most is how they treat clients like friends and family. If you're looking for a team that combines professional excellence with a personal touch, Deacon Wealth Management is the one to trust.

Friendly, informative, approachable and hard working. What more can I say. We have been working with Deacon Wealth for many years and will continue to look to Steve and his staff for guidance and advice. We are very happy clients.

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RELEVANT LIFE FINANCIAL GROUP REVIEWS

They believe that because Life happens, their firm will provide top-quality cost-effective financial strategies that are designed to help our clients realize their financial goals.

Karin was very nice to deal with, reach out and Karin will get you going with all your needs.

Brandon is great to work with. Helped make things clear and provided great advice.

CI ASSANTE WEALTH MANAGEMENT REVIEWS

I’ve been with the 101 Assante Team for many years now. They have mentored our family and positioned us for success for tomorrow. Do I recommend. Yes I do! They know what their doing.

One of better decisions! Ted and his Team have served us well.

TBR® Inspection Score Report

DEACON WEALTH MANAGEMENT INC. Total Inspection Points: 117/120
Complete Info: 9
Current Evaluation: 9
Experience: 9
Business Images: 10
Contact Info: 10
License: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10

TBR® Inspection Score Report

RELEVANT LIFE FINANCIAL GROUP Total Inspection Points: 115/120
Experience: 8
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Responsiveness: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

CI ASSANTE WEALTH MANAGEMENT Total Inspection Points: 114/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

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