3 Best Financial Services in Thunder Bay, ON

Expert-recommended Top 3 Financial Services in Thunder 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!

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CHÉNARD WEALTH & ADVISORY

250 Algoma Street South,
Thunder Bay, ON P7B 3C2 Directions

Since 2021

Specialty:

✓Investment Planning ✓Tax Planning ✓Retirement Planning ✓Financial Management ✓Insurance and Risk Management ✓Estate Planning ✓Investment Management ✓Life Insurance ✓Advice-only Financial Planning ✓Group Benefits ✓Tax Preparation

"Chénard Wealth & Advisory is a modern, independent firm focused on building strong client relationships through personalized investment planning. Founded by Dominique Chénard, the firm was created to offer a more thoughtful and supportive experience where clients feel heard, understood, and genuinely cared for as they build and manage their wealth. Dominique brings over ten years of experience in both accounting and financial advising. As a Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP), she has the knowledge to guide clients with practical, long-term financial strategies.

2026 Highlights: Chénard Wealth & Advisory helps you build clarity, confidence, and a financial plan that evolves with your life."

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License #5046307

Price:

Portfolio Managers' Service Fee 0.55-0.95%

Contact:

(807) 935-8385

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

TBR® Inspection Report:

David Litt - Thunder Bay, ON Financial Services - Portrait
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DAVID LITT

IG WEALTH MANAGEMENT 1113 Jade Court, Suite 100,
Thunder Bay, ON P7B 6M7 Directions

Since 2000

Specialty:

✓Financial Planning ✓Investment Planning ✓Insurance ✓Wealth Management

“2026 Highlights: David Litt helps individuals and families synchronize their financial goals with specialized wealth strategies. As an experienced Division Manager, CFP, and Registered Retirement Consultant, David Litt offers clear guidance on retirement planning, investment solutions, corporate cash management, and estate protection. His solutions are best suited for individuals and families who value a disciplined, proven approach to wealth management. He also offers virtual meetings and in-office consultations.”

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Contact:

(807) 627-3487

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

TBR® Inspection Report:

NorMaxx Financial Group - Thunder Bay, ON Financial Services - Portrait
NorMaxx Financial Group - Thunder Bay, ON Financial Services - Company Logo
7+ YEARS ON TBR
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NORMAXX FINANCIAL GROUP

592 Memorial Avenue,
Thunder Bay, ON P7B 3Z2 Directions

Since 2001

Specialty:

✓Financial Planning ✓Investment Risk Profiling ✓Tax-efficient Investment and Income Strategies ✓Retirement Planning ✓Estate Planning ✓Insurance Needs Analysis ✓Individual Insurance ✓Group Benefits ✓Pension Consulting ✓Corporate Investment Strategies ✓Succession Consulting

"NorMaxx Financial Group founder Roland Laframboise. He started in the financial services field in 1989 when he joined Sun Life of Canada as a sales representative. Over the years, he has gained extensive knowledge and experience and thoroughly enjoys working with his clients, especially in the areas of estate planning, investment tax planning, and wealth accumulation. The NorMaxx Financial Group team of financial advisors provides clients with complete disclosure and transparency, ensuring your needs are front and center. NorMaxx Financial Group provides services across the Registered Disability Savings Plan (RDSP) for family members who are eligible for Disability Tax Credit, and assists you in understanding the available government grants to further benefit your family member.

2026 Highlights: NorMaxx Financial Group offers a comprehensive range of products and services across the investment and insurance spectrum."

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License #1796643

Contact:

(807) 346-9700 (877) 667-6299

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

TBR® Inspection Report:

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