What is the difference between a Christian financial advisor and any other advisor?

The professional work is the same: financial planning, investments, insurance and retirement planning. The difference is that the advisor shares your values, which can make conversations about giving, debt and family easier.

How do I check that a financial advisor is registered?

Use the registration search from the Canadian Securities Administrators before you invest. Verification on 7 Locals confirms that a business is real and locally owned; it does not confirm registrations.

What does a financial advisor charge?

There is no single normal fee, because advisors are paid in different ways and offer different services. Ask each advisor to explain in writing how they are paid before you sign anything.

What are the red flags when choosing a financial advisor?

Be cautious of anyone who is not registered, offers something they do not seem permitted to, promises guaranteed returns, or pressures you to decide quickly. If something does not look right, contact your provincial or territorial securities regulator.

Do I have to be a Christian to work with a Christian advisor?

No. 7 Locals is for everyone to use. "Christian-owned" describes who qualifies to be listed, not who can become a client.

Is it free to list my practice on 7 Locals?

Yes. Being listed, found and contacted is free forever. That is not an introductory offer.

Christian Financial Advisors in Canada

A directory of verified, locally owned Christian financial advisors in Canada. Browse by city and contact a practice directly.

Looking for a Christian financial advisor in Canada? 7 Locals lists verified, Christian-owned advisory practices you can browse by city and contact directly. Every listing is checked by a person before it appears, and being listed, found and contacted is free forever.

Find an advisor near you How we verify listings

At a glance

6 verified listingsChecked by a person before going live — real, locally owned Canadian businesses.5 cities, 2 provincesBrowse by city, or by province where your city is not listed yet.Free to use, free to listNo fee to browse, to contact a business, or to add your own.

Find a Christian Financial Advisor Near You

Planning your money is easier with someone you can sit across the table from, so start with your city. Browse verified, Christian-owned practices by city and province, or browse every listing in the directory. Each listing shows how to reach the practice, so you can ask for a first conversation before you commit to anything.

Christian Financial Advisors in Langley, BC1 Christian Financial Advisors in Ottawa, ON1 Christian Financial Advisors in Peterborough, ON1 Christian Financial Advisors in Scarborough, ON1 Christian Financial Advisors in Waterloo, ON2

Verified Christian financial advisors

6 listed nationally

LFLegacy FinancialVerifiedScarborough, ONLegacy Financial is a Toronto-area financial planning firm led by a Certified Financial Planner and Chartered Life Underwriter with more than two decades in financial services. It provides holistic financial plans, wealth-building strategies, insurance consulting, risk management, legacy and charitable gift planning, and tax planning, with ongoing support for individuals and families.View profile TFTrinity Family Wealth AdvisorsVerifiedPeterborough, ONTrinity Family Wealth Advisors is a wealth management practice serving high net worth families, with clients in Peterborough, Ottawa and the Greater Toronto Area. It offers investment management through an independent portfolio manager, financial and estate planning, family business succession, legacy and philanthropic planning, and family counselling support, guided by a holistic three-step planning process.View profile FFFaithLife FinancialVerifiedWaterloo, ONSerenia Life Financial, formerly FaithLife Financial, is a member-based life insurance and investment provider headquartered in Waterloo, Ontario. It offers whole and term life insurance, critical illness insurance and guaranteed interest annuities in Ontario, Saskatchewan, Alberta, Manitoba and British Columbia, and shares profits with members through benefits and community programs.View profile OBOgilvie Barsness Financial GroupVerifiedWaterloo, ONOgilvie Barsness Financial Group is a wealth planning practice in Waterloo, Ontario, offering investment portfolio management, financial planning, tax planning, and retirement and estate planning. It also provides life insurance and living benefits, and follows a holistic process aimed at educating clients and supporting them through each stage of their financial lives.View profile CFCovenant Family Wealth AdvisorsVerifiedLangley, BCCovenant Family Wealth Advisors is a financial and estate planning firm in Langley, British Columbia, founded in 2000. Its advisors build a holistic stewardship plan for each family covering financial planning, estate planning, tax-integrated planning, investments, insurance, family business succession and philanthropy, working from a Christian perspective with families who own businesses or significant wealth.View profile MAMoney Advisors IncVerifiedOttawa, ONMoney Advisors Inc. is a financial services firm on Montreal Road in Ottawa offering financial, estate and tax planning. It helps clients with RRSPs, RESPs and TFSAs, group and business insurance, critical illness coverage, planned giving and tax preparation, and its president offers financial planning seminars. The team includes advisors, tax preparers and administrative staff.View profile

What a Christian Financial Advisor Can Help With

A Christian financial advisor offers the same work as any other advisor: financial planning, retirement planning, savings, investments, insurance, and plans for passing on what you have built. For tax returns and year-end statements, you may also want one of the Christian accountants in Canada listed here.

The difference is the person across the table. You may want an advisor who understands where generosity, debt and family sit in your priorities. This is where to look for one who will not treat those choices as an afterthought.

Some advisors also offer values-based investing, with portfolios that leave out industries a client prefers not to own. If that matters to you, ask how the screening works and how it changes the options open to you.

How to Choose a Christian Financial Advisor

Check registration. Securities industry professionals must register with the securities regulator in each province or territory where they do business. You can check an advisor's registration with the Canadian Securities Administrators before you hand over a dollar.

Ask how they are paid. Advisors offer different services and charge in different ways. Ask each one to explain their fees in writing before you sign anything.

Ask what they hold. Designations and registrations vary. Ask which ones an advisor holds, then confirm them with the body that issued them.

Make sure they listen. A good advisor asks about your goals before recommending anything, and is willing to work with you to meet them.

How 7 Locals Verifies Listings

Every listing here is checked by a person before it appears, and re-checked at least once a year. We confirm the business is real: locally owned, operating in Canada, reachable at the contact details shown, and currently trading. We take the owner at their word about their faith.

Verification is not a licence check and not a financial endorsement. We do not confirm registrations or assess anyone's advice, so check registration yourself before you invest. Read the full method on How We Verify.

Frequently Asked Questions: Christian Financial Advisors

Yes. 7 Locals lists verified, Christian-owned advisory practices in Canada that you can browse by city and province. Each listing shows how to contact the practice directly.

Own a Christian Financial Advisory Practice?

List your practice free. People in your city looking for an advisor who shares their values can find you and contact you directly, and being listed, found and contacted is free forever. You write your own profile and owner statement, a person checks that the business is real, and it goes live. Owner statements describe who you serve and how you work, and the guidelines rule out promises of returns.

List your practice free