Best Financial Planners in London

Are you looking for a financial planner in London Ontario? Well look no further! We have you covered with our hand picked list of top 10 financial planners in-and-around the London area.

London is a vibrant, wealthy city and there are no shortages of successful, trustworthy financial planners to help you reach your goals, and achieve your dreams.

If you have comments or would like to suggests edits to this list, feel free to contact us here.

Bob Gallant

As Canadians, we want the best for our family. We want to create prosperity for ourselves and our loved ones and we want to protect them from financial hardship should the unthinkable ever happen.

It is for this reason, I live by the financial mantra that Wealth, Security, and Peace of Mind could all be yours…

I take a holistic approach to financial strategy. My process begins by assessing your cash flow position. Available cash flow isn’t just the key to success in any business, I believe it’s also the key element to any individual’s financial success. With that in mind, I will work with you to create a budget to eliminate unwanted debt and unnecessary expenditures to free up the cash flow necessary to build your wealth.

I utilize my Business and Economics background to implement an investment strategy that focuses on down side protection while capitalizing on market opportunities as they present themselves.

Using my access to the world’s best money managers, I will create a financial strategy that is diversified through geography, sector, asset allocation, and investment style. I will customize your portfolio based upon your needs and objectives. Whether you have short term commitments or long term goals, I’ll create a portfolio to profit from investment opportunities based on your risk tolerance and time horizon.

My portfolios are prudently designed to minimize taxes and offer downside protection. As we work together over the months and years to come, we’ll continually re-evaluate, re-balance, and adjust your financial strategy to take advantage of opportunities as they appear.

While creating the prosperity we all desire, we also need to protect ourselves and our loved ones from unplanned circumstances such as disability, illness, and death. Should you be in a position where you need to protect your family or sustain a legacy, I’ll make practical recommendations to ensure your Estate doesn’t leave your loved ones with any burden.

Working together, we’ll make sure your financial strategy fits your needs and aspirations.

Tammy Buss

Tammy Buss is passionate about helping her clients achieve and protect their financial goals. She began her career in the Financial/Insurance industry in 1985 with Metropolitan life. In 1994, she decided to incorporate and Axiom Financial Inc. was created. As a company based on strong family values, she felt it was important to reflect this in the company name, and in 2009 she changed the company name to Buss Financial Group Inc.

Buss Financial Group has a strong commitment to the community and supports various charities including The Victoria Order of Nurses (VON), London Health Sciences Centre, The Children’s Wish Foundation, and the Carleton University Buss Family Scholarship.

In her spare time, Tammy enjoys cycling and travelling with her husband Gerard. Together they are entering into a new phase of life as empty nesters, while their two sons study at Carlton University in Ottawa.

With over 30 years’ experience in the financial and insurance industry, and as a small business owner herself, Tammy has the knowledge and understanding it takes to help you build wealth and protect yourself against life’s unexpected challenges.

Grant J Williams

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. I joined Edward Jones as a financial advisor in 1999, opening the firm’s 3rd branch office in London, Ontario. In addition, I became a Limited Partner with Edward Jones in 2005.

Over my years at Edward Jones, I have received multiple Edward Jones company accolades, including ‘Top Advisor Summit’ Invitee. I have also focused on providing the best client experience by accomplishing the highest standards in the Financial Advisor Industry by earning The Certified Financial Planners (CFP), Financial Management Advisor (FMA) as well The Fellow of the Canadian Securities Institute (FCSI) designations.

I have been active and committed in business and civic affairs in London for many years. As the past President of the Byron Village Business Association, I have maintained active ties with The Optimist Club of Byron and Sunshine Foundation for Children. My lighter side can be seen when I volunteer as the Host for Optimist TV Bingo every 5th Monday on Rogers TV.

My branch office administrator, Courtney Smith, is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

My 20 years of experience working as a financial advisor with Edward Jones has taught me that, although life’s goals are a serious matter, they can be tackled with a light, fun attitude! I would like to help to provide the answers to your questions so you can make informed, financially sound decisions without being “stuffy”. Please contact me to discuss your situation and options.

Jason Mizak

I provide independent financial advice to ensure that every financial solution I present to my clients is based on unbiased research.

I value a client’s trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client’s financial plan are addressed in a manner consistent with professional financial planning practices.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Matt Stiller

Matt was born and raised in London, after attending school in Toronto he returned to London and worked for National Truck League, a large, family-owned insurance brokerage. As an executive manager, his role was to provide financial solutions for the owners, executives, employees, and contract workers of large trucking firms including some of Canada’s 50 Best Managed Companies.

Matt founded Stiller Financial in 2011. His objective is to help clients understand their current financial situation and to put a plan in place to ensure they understand the necessary steps to enable them to attain their financial goals.

Owen Winkelmolen

Areas of Specialty: Budgeting, cash flow planning, tax & benefit optimization, financial independence & retirement planning.

Owen is a fee-for-service financial planner that works with individuals, couples, and families to reach their financial goals, whether that be paying off debt, planning for children, planning for retirement, or just feeling secure with their finances.

He founded to help make independent fee-for-service financial planning easy, accessible, and inexpensive. PlanEasy provides clients with unbiased financial advice through phone, video, and innovative online platform.

An expert in taxes and benefits, Owen helps ordinary households navigate the complex tax and government benefit programs that exist in Canada.

He helps clients pay off debt, improve cash flow, plan for children, and ultimately reach financial independence and retirement, all while ensuring they’re saving and investing in the most efficient way possible.

Owen is a husband and father to two young girls. He lives with his family in London, Ontario. He is an avid biker, commuting 20km each day along the Thames river, year-round. Owen is also active in the financial community in London. He volunteers with the CRA Community Volunteer Income Tax Program (CVITP), where he helps low-income households prepare their tax returns. He is also a volunteer and speaker with the Family Services Thames Valley Financial Empowerment Network and Goodwill Circles Program in London.

Patrick Briscoe

Patrick entered the financial industry in 2011 after returning from a six-month teaching trip in London, England. As a certified teacher with a keen interest in finance, Patrick was inspired to combine his skill sets. Once landed back in Canada he quickly began his journey to becoming a Financial Advisor–it was a natural fit!

Since 2012, Patrick’s main focus has been holistic financial advice for his clients–considering all aspects of their financial picture. From education savings to retirement planning, Patrick assists individuals in making calculated steps towards their financial goals. And he does so in a friendly and common-sense manner that is easy to understand–he is a teacher after all!

Patrick holds an Honours BA in Social Justice & Peace Studies and Political Science from Western University, a Bachelor of Education (U of T), and is currently working towards the coveted Certified Financial Planner (CFP) designation.

When not at the office, Patrick is spending time with his wonderful wife Rita and their children. He has the travel bug and also enjoys skiing, scuba diving, and learning new hobbies.

Russell J. Sawatsky

For 14 years I worked as a licensed representative at a self-directed brokerage company in London, Ontario.

I founded Money Architect Financial Planning in response to an unaddressed need I identified among my Do-It-Yourself investor clients; they could all benefit from foundational guidance.

Sara La Gamba

Sara La Gamba has led an impressive career as a financial advisor for over 10 years. She joined the industry with Freedom 55 Financial and then became President of King Financial and Benefits Inc in 2012. At SPM Financial, Sara works as a Senior Advisor to help her clients achieve their financial goals with personalized, professional service. Learning has been a life-long passion for Sara and education continues to play an integral role in her professional journey and development. She holds the CHS (2011), CFP (2014), CLU (2014), and TEP (2016) designations and is currently working towards the CEBS designation.

Sara is a proud and enthusiastic member of Advocis. It’s a membership she holds with great pride since the time she joined the association in the early days of her career. During that time, she began volunteering with The Institute of Advanced Financial Education. She currently chairs the Standards and Accreditation Committee, sits on the Awards committee and is a member of the Advocis Legal Regulatory Policy committee. Sara also allocates her time as a trustee and treasurer for The Institute. She played a key role in her local Advocis chapter, joining the board in 2012 and serving as Toronto Chapter President from 2015-2017.

Sara graduated from the University of Western Ontario with a Bachelor of Arts in Political Science and lives in London with her husband Nathan and her 2 sons, Jackson and Owen. She enjoys golfing, skiing, volleyball, and cycling in her free time.

Steve Maciesza

Steve is a Professional Financial Advisor and is dedicated to providing independent, objective advice and integrated wealth creation and protection solutions that will simplify your life and provide true “peace of mind.” Steve has a business administration, banking and investment advisory background and ensures that every client will receive the personal attention to detail required to meet their financial goals. He is committed to your best interests and assures a level of service and integrity that will put your needs first. Every client is a long term personal commitment.

In order to be of true value to his clients, Steve has also become a Certified Executor Advisor and an Elder Planning Counsellor which are important tools to help clients with managing money and dealing with Elder planning issues. He is also a member of ADVOCIS (The Financial Advisors Association of Canada). Steve enjoys travelling, photography and always has the latest electronic gadget.

Steve values trust above everything else and once a client makes a decision to work with him, will continually work hard to deserve their trust.