3 Best Financial Services in St. Catharines

“Zavitz and Sykora Financial Strategies is an independent wealth management and group benefits team with over 100 years of combined experience. They serve individuals, families and small business owners throughout the Niagara, Hamilton and Halton regions. Their primary focus is helping business owner clientele navigate intricate financial choices with clarity and ease. The team prioritizes results and delivers outstanding service. Their dedication extends to an ongoing partnership involving regular reviews and comprehensive financial planning. Their unwavering commitment to transparency is reflected in their low, unbundled fee structure. They collaborate with your accountant, lawyer, and professional network to ensure that you make advantageous financial decisions. Lead Financial Planner Greg Sykora offers a free 30-minute consultation to see if working with their team is the right fit for you. They serve over 400 clients and 80 business owners, with more than 100 years of combined experience, offering both online consultations and onsite services.”

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“Niagara Region Money Coaches is a fee-only financial planner in St. Catharines, Canada. Trevor Van Nest is the owner and financial planner of the firm. With over 30 years of experience in the financial services industry, including credit cards, insurance, investing, banking, and lending, he combines an understanding of the industry with a passion for teaching. He is a member of the Canadian Institute of Financial Planning and the Greater Niagara Chamber of Commerce and serves as a Director of the St. Catharines Rotary Club (2019-2021 & 2023-2025). The Niagara Region Money team helps individuals, couples, and families gain control over their finances by offering flat-fee, certified financial planning services. They aim to provide qualified financial support through reasonably priced flat-fee financial planning and money coaching.”

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“Natasha DiCienzo is the Wealth Advisor and Portfolio Manager at Scotia Wealth Management. She applies her years of experience in financial planning and investment management to continuously identify opportunities to build, preserve, and enhance her clients' wealth, families, and businesses. Growing up in Niagara Falls in a family of entrepreneurs and business owners, she brings a deep understanding of the entrepreneurial mindset to her role. Scotia Wealth Management is part of the Scotiabank group of companies and includes a suite of wealth management professionals providing a comprehensive range of investment and wealth solutions to affluent individuals, entrepreneurs, and families. Their team builds and implements tailored investment portfolios and financial solutions to achieve every client's goals for their family and business.”

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