Best Financial Advisors in Ajax, ON
The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Ajax area.
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Business Registration, Corporate Tax, Small Business Tax
“As a small business owner, tax time can be very stressful- but Glenn and his team does a tremendous job of ensuring that you are taken care of with the highest level of service.”
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The Genesis Group
- Industry
- Questions
- Financial
“I had the distinct pleasure of working with Kirk Bryan, the founder & CEO, who personally guided me through each step with exceptional expertise and genuine care.”
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A la Carte Financial
- Life
- Plan
- Budget
“If you need a budget put in place, someone to review your finances and current budget, or someone to check in and hold you accountable, I'd highly recommend her services.”
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Anna Armata - Chartered Professional Accountant
- Work
“Not only did Anna finish my taxes in a timely manner, but she informed me of everything that my previous accountant did wrong and helped me resolve them by explaining to me with what I should do to avoid those mistakes in the future.”
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Durham Asset Management
Separately Managed Accounts, Sub Advisory
“Gives you the best and consistent returns on your investment.”
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Forvan Financial Firm
- Credit
“My experience at Forvan has been educational and fun the staff and the environment is a great place to be”
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Ardagh Financial
“Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it all to their children when they die, but they also want to do something for them today. Being part of the Savings Generation, they are reluctant to giv...”
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Hammond Financial
- Retirement
“I've been with Andy now for 3 years and he is completely looking after all my financial affairs perfectly and I am no longer worried about my retirement.”
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Quadri and Smith
Bookkeeping, Assurance Services, Accounting Services
“Highly recommend him for your accounting needs.”
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IPC Investment Corporation - Michael Collymore
Charitable Giving, Cash & Credit Management, Estate Planning
““I am pleased to provide this endorsement for Michael. He is meticulous, professional, and highly efficient. He performs at a level that exceeds my expectations. In complex a situation, Michael was able to explain the process, provide regular updates...”
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Yanch James R
“.A few of my family members were in the same situation as me and were so happy with their outcome I find they have very good negotiating skills”
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TLH Accounting
“Tracy is very experience accountant and always give the right advice.”
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Jason Cohen Financial Planning
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Sharptax Consulting
Financial Planning, Business Services, Tax and Accounting
“Sharptax Consulting has been filling my taxes over the last five years and I'm extremely satisfied with their service and the level of competence they hold.”
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Etaxcan
Accounting & Book Keeping, Corporate Tax Returns, Personal Tax Returns
“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”
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Alpha Oasis
- Confidence
- Accounting
- Team
“I reached out to Alpha Oasis for guidance in setting up investments almost two decades ago and I can confidently say my relationship with them has only grown stronger.”
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Merrick Financial
Investment Analysis, Retirement Planning, Financial Plan
“He covered a broad array of solutions and suggestions for our family's life, from estate planning and tax planning, to how best to structure our retirement.”
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Mustafai Immigration
Temporary Resident Visa, Citizenship Application, PR Card Renewal
“Highest success rate, highly professional, highly committed, very honest and highly recommended, much appreciated, thanks a lot 🤝💐👏👏👏 …”
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Mak Tax & Accounting Services
Self Employment, Bookkeeping & Accounting, Corporate Tax
“They kept me updated while going through the process of filing my income tax and the turn over time to have my taxes completed was within a timely manner.”
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Patel Accounting and Taxation
Business Registration and Corporate Filing, Corporate Tax Return, HST Return and Rebate
“He always finds a solution no matter how complex the problem is and always keeps a realistic expectation which is very critical from customer standpoint.”
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Grant Matossian, Cga, CFP
Investment Properties – HST Rebate & Assignments, Estate Planning, Financial Statement Preparation & Corporate Tax, Consultation For Personal, Business, Farming & Rental Income Tax
“Grant is professional and has great Tax knowledge (for residents and nonresidents), He will patiently guide you thru all the steps and provide the best recommendation.”
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Financial Planner I B G Financial Corp. I the Max Financial
- Financial Services
- Questions
- Investments
“He is quick to respond to my questions, and if perchance, I need him to make further clarifications, he is never hesitant to set up an appointment to explain in more detail.”
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Empireone Credit Solutions
- Worries
- Job
- Stress
“I refer clients to her all the time, she is very professional and empathic, helping those that are in debt and need to see the light at the end of the tunnel.”
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Safri Financial
- Meeting
- Knowledge
- Honest
“For our Insurance needs he provided us step by step guidance and right advice and offered a product with right price that no competition can match it.”
Retirement Planning and Investment Management Services in Ajax, ON Cost Estimates
Why these companies made our list
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