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!

Thunder Bay financial service NorMaxx Financial Group
Thunder Bay financial service NorMaxx Financial Group
7+ YEARS IN TBR
CALL EMAIL

NORMAXX FINANCIAL GROUP

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

Since 2001

Specialty:

Financial and Investment Planning Registered Retirement Savings Plans (RRSP) Insurance Needs Analysis Long Term Care Tax-Free Savings Account (TFSA) Tax and Estate Planning Group Benefits Disability Savings Plans Charitable Giving Critical Illness Insurance Strategies Health and Dental Insurance

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. They offer a comprehensive range of products and services across the investment and insurance spectrum.

2025 Update: NorMaxx Financial Group provides services across 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.

Reviews   |   Write a Review
License #1796643

Contact:

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

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

TBR® Inspection Report:

Thunder Bay financial service Bukovy Financial Services
Thunder Bay financial service Bukovy Financial Services
Thunder Bay financial service Bukovy Financial Services
11+ YEARS IN TBR
CALL EMAIL

BUKOVY FINANCIAL SERVICES

905 Tungsten Street, Unit #2,
Thunder Bay, ON P7B 5Z3 Directions

Since 1987

Specialty:

Retirement Planning Investment Portfolio Design Business Protection Strategies Tax Estate Planning

Bukovy Financial Services specialises in the unique retirement and estate planning needs of families and business owners. They have emerged as a distinguished financial planning establishment located in Thunder Bay, Ontario. Bolstered by an impressive history spanning over thirty-five years, the firm possesses a wealth of industry experience. Leading the helm are Ray Bukovy, President, and Jennifer Fedun, business partner, both registered as Certified Financial Planners and Certified Executor Advisors. They take great pride in helping clients clarify what is important to them and work as a team to ensure they achieve their retirement and estate planning goals.

Reviews   |   Write a Review
License #5019671

Contact:

(807) 684-1820

Mon-Thu: 9am - 5pm
Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Thunder Bay financial service Chénard Wealth & Advisory
Thunder Bay financial service Chénard Wealth & Advisory
Thunder Bay financial service Chénard Wealth & Advisory
CALL EMAIL

CHÉNARD WEALTH & ADVISORY

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

Since 2021

Specialty:

Investment Planning Insurance & Risk Management Tax Planning Financial Management Retirement Planning Estate Planning

2025 Update: 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.

Reviews   |   Write a Review
License #5046307

Contact:

(807) 935-8385

Open 24 Hours

TBR® Inspection Report:

We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.