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BEST RATED ST. CATHARINES, ON FINANCIAL SERVICES FR

3 Best Financial Services in St. Catharines, ON

Expert-recommended Top 3 Financial Services in St. Catharines, 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!

Niagara Region Money Coaches - St Catharines, ON Financial Services - Portrait
Niagara Region Money Coaches - St Catharines, ON Financial Services - Company Logo
5+ YEARS ON TBR
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NIAGARA REGION MONEY COACHES

(4.9 Score)
36 Hiscott Street, Suite 200,
St. Catharines, ON L2R 1C8 Directions

Since 2014

Specialty:

✓Financial Planning ✓Money Coaching ✓Permanent Debt Reduction ✓After-tax Retirement Planning and Cash Flow ✓Household Budgets That Work ✓Investment Portfolio Reviews ✓Insurance Coverage Recommendations ✓Improving Investing Results ✓Parenting and Money Advice ✓Divorce Financial Advice ✓Trusted Professional Network

"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. 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. Niagara Region Money Coaches offers an easy 3-month payment plan and provides a customized all-in quote during the free consultation.

2026 Highlights: Niagara Region Money Coaches offers a free 45-minute Money Coaching consultation via telephone, Zoom, or in-person."

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Contact:

(289) 969-4180

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

TBR® Inspection Report:

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St Catharines financial service Bluestone Financial video
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BLUESTONE FINANCIAL

(4.8 Score)
96 Queen Street,
St. Catharines, ON L2R 5H3 Directions

Since 1985

Specialty:

✓Financial Planning ✓Wealth Management ✓Investments ✓Retirement Planning ✓Tax Planning ✓Estate Planning ✓RRSP ✓RRIF ✓RESP ✓RDSP ✓TFSA ✓FHSA ✓Non-registered Accounts ✓Investment Portfolio Management ✓Retirement Income Planning

“2026 Highlights: Bluestone Financial has helped clients in the Niagara Region and across Canada grow and protect their wealth with sound investment strategies and smart financial planning for over four decades. They specialize in creating investment portfolios designed to deliver a sustainable income for life. They help their clients implement rich retirement plans, tax-efficient strategies, and estate plans that secure their legacy. Their team is here to guide you every step of the way to optimize your retirement income, minimize taxes, or establish a robust estate plan.”

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License #860059336

Contact:

(905) 687-8222

Mon-Fri: 8:30am - 5pm
Sat: 8:30am - 12pm
Sun: Closed

TBR® Inspection Report:

Sykora Financial - St Catharines, ON Financial Services - Professional Portrait Image
Sykora Financial - St Catharines, ON Financial Services - Professional Highlights
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3+ YEARS ON TBR
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SYKORA FINANCIAL

(4.8 Score)
261 Martindale Road, Unit 9a,
St. Catharines, ON L2W 1A2 Directions

Since 1995

Specialty:

✓Insurance Planning ✓Investment Management ✓Group Benefits ✓Retirement Planning ✓Estate Planning ✓Financial Planning ✓Investment Advice ✓Tax Consultation ✓Financing ✓Wealth Management

"Sykora Financial 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.

2026 Highlights: Sykora Financial provides personalized financial planning, investment management, insurance, and group benefit solutions for individuals and businesses."

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Price:

Investment Management Fees
Annual Fee 1.25% For Assets Managed $1 - $100,000
Annual Fee 1.00% For Assets Managed $100,001 - $500,000
Annual Fee 0.90% For Assets Managed $500,001 - $1,000,000
Annual Fee 0.80% For Assets Managed $1,000,001 - $3,000,000
Annual Fee Negotiable For Amounts Over $3,000,001

Contact:

(905) 227-7479

Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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NIAGARA REGION MONEY COACHES REVIEWS

Our experience with Trevor was priceless. His advice was objective and he helped us articulate our goals and gave us a way forward on how to achieve them. Since he is not attached to any one financial institution, his suggestions have no strings attached and if implemented the way intended, the gain will be all ours. Thank you Trevor for helping us understand the impact of fees, benefits of budgeting and tracking expenses and opening up alternate pathways to investing. It was and will continue to be, a pleasure working with you.

My husband and I found Trevor's advice and expertise to be invaluable. We previously had no idea what to do or how to do it but have learned a great deal from Trevor. As a result we feel much more confident about the future and how to handle our finances. We highly recommend Trevor for anyone considering a money coach. He is personable, incredibly knowledgeable and very generous with his time and advice.

Wonderful experience with Trevor. Helped us get educated and aligned our goals. Have recommended Trevor to many friends and would highly recommend Trevor to anyone looking for financial coaching, education and planning help.

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

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BLUESTONE FINANCIAL REVIEWS

Terry and his team have been wonderful to work with. I transferred my portfolio to their care over a year ago, and I have only positive things to say. They truly take the time to get to know you and tailor their approach to fit your individual needs, adding a thoughtful personal touch throughout the process. I would highly recommend their services.

My husband and I started investing several months ago, and overall, my experience has been very positive. From the beginning, the team clearly explained the different options and associated risks, which gave me a lot of confidence. Customer service has been excellent; they respond promptly and follow up on my questions.

Have been investing with them for more than a decade now and Terry and Patti has done an excellent job managing my funds. Plus their kind and accommodating friendly family like method of dealing with us makes it a real joy to invest.

SYKORA FINANCIAL REVIEWS

I’ve known Greg Sykora for over 15 years, starting with his early days at Raymond James where we worked together and then we both moved to Fidelity Investments. When it comes to advanced financial planning, portfolio construction and fiduciary duty, Greg has always acted in the best interests of his clients and peers and is an asset as a financial advisor. If you’re a business owner, physician or HNW investor especially, Greg has a plethora of tax-efficient solutions that he has used to solve complex problems. I recommend Greg’s services and hold him in the highest regard.

We have been working with the team at Sykora Financial for almost a year now and they have surpassed all of our expectations. Before coming to Greg, we were working with an advisor at one of the big banks, and I have to say that we will never look back. For us, It was pretty obvious the difference when your advisor actually cares about your best interest and takes the time to coach you through understanding the choices you have for your investments. Maybe it was just our prevous advisors, but before Greg, everything seemed transactional and kinda generic, even some of the advice we received didn't really make sense for us. Greg's advice was highly personalized, tailored to our goals, and overall just fit our life. We are looking forward to working with Greg and team for a long time.

Greg excels at using evidence-based advice for long term financial planning and investing. Unlike many advisors he has the best interests of his clients in mind and the fee structure reflects that. His guidance has been helpful in refining my financial plan and long term goals.

TBR® Inspection Score Report

NIAGARA REGION MONEY COACHES Total Inspection Points: 117/120
Complete Info: 8
Business Images: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BLUESTONE FINANCIAL Total Inspection Points: 116/120
Business Images: 8
Complete Info: 9
Current Evaluation: 9
Contact Info: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SYKORA FINANCIAL Total Inspection Points: 115/120
Awards History: 8
Current Evaluation: 8
Legitimate Ratings: 9
Business Hours: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Location Proximity: 10
Pricing: 10
Videos: 10
Website Standard: 10

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