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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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GTP TAX Services Inc.

GTP TAX Services Inc.

(27)
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.”
In Business Since 2011
73 Old Kingston Rd, Ajax, ON L1T 3A6
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The Genesis Group

The Genesis Group

(21)
  • 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.”
Coupons & Offers
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
Westney Road South, Ajax, ON, L1S 6W7
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A la Carte Financial

A la Carte Financial

(21)
  • 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.”
230 Westney Rd S unit#305, Ajax, ON L1S 7J5
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Anna Armata - Chartered Professional Accountant

Anna Armata - Chartered Professional Accountant

(15)
  • 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.”
Free Initial Consultation
In Business Since 2012
39 Napiermews Dr, Ajax, ON L1T 0C9
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Durham Asset Management

Durham Asset Management

(1)
Separately Managed Accounts, Sub Advisory
“Gives you the best and consistent returns on your investment.”
Free Initial Consultation
In Business Since 2018
Ritchie Ave, Ajax, ON L1S 7G5
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Forvan Financial Firm

Forvan Financial Firm

(5)
  • Credit
“My experience at Forvan has been educational and fun the staff and the environment is a great place to be”
In Business Since 2011
157 Harwood Ave N #211, Ajax, ON L1Z 0B6
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Ardagh Financial

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...”
Free Initial Consultation
In Business Since 2006
539 Westney Rd S, Ajax, ON L1S 4N7
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Hammond Financial

Hammond Financial

(7)
  • 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.”
Transparent Fees & Pricing
16 Sabbe Crescent, Ajax, ON L1T
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Quadri and Smith

Quadri and Smith

(2)
Bookkeeping, Assurance Services, Accounting Services
“Highly recommend him for your accounting needs.”
Family Business
464 Kingston Rd W, Ajax, ON L1T 3A3
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IPC Investment Corporation - Michael Collymore

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...”
Transparent Fees & Pricing
In Business Since 2004
539 Westney Rd S #1, Ajax, ON L1S 4N7
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Yanch James R

Yanch James R

(1)
“.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”
50 Commercial Ave, Ajax, ON L1S 2H5
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TLH Accounting

TLH Accounting

(1)
“Tracy is very experience accountant and always give the right advice.”
152 Harwood Ave S Suite 204, Ajax, ON L1S 2H6
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Jason Cohen Financial Planning

Jason Cohen Financial Planning

77 Kearney Dr, Ajax, ON L1T 2T8
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
Vacation Home Mortgage, Mortgage Renewals, Self-Employed Mortgage
“They patiently addressed all my inquiries, offered tailored support, and provided actionable insights that have been instrumental in my professional development.”
Transparent Fees & Pricing
Licensed
In Business Since 2024
Offers Financing Options
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Steve Welker and Company

Steve Welker and Company

(49)
  • Mind
  • Financial
  • Team
“It's been more than year since I contacted them for the first time and I was really surprised how fast and professionally they solved my problem with credit cards.”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Tax Planning & Returns, Bookkeeping, Mortgages and Loans
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
Transparent Fees & Pricing
In Business Since 2009
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Objective Financial Partners

Objective Financial Partners

(50)
Employee Financial Wellness, Services For Other Professionals, Financial Consulting
“Brenda in particular has worked tirelessly to help us set up our financial goals and has been incredibly helpful, offering advice on a wide range of subjects!”
Transparent Fees & Pricing
CGA Certified
In Business Since 2012
Remote Consultations Available
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Tembo Financial

Tembo Financial

(50)
Debt Consolidation Loans Ontario, Equity Advances, Home Renovation Loans Ontario
“They are extremely, knowledgeable, honest, thorough, and very professional They go above and beyond and always respond to calls and emails in a timely fashion.”
Offers Financing Options
In Business Since 2014
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Lexaltico

Lexaltico

(49)
Financial Advisory, Immigration Services, Real Estate Services
“They've been very prompt in responding to my inquiries and have provided clear and helpful advice throughout the process, especially as a first-time homebuyer.”
Coupons & Offers
In Business Since 2022
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
Corporate Tax, Virtual Personal Tax Returns, Personal Tax
“Just like any relationship, things are not perfect 100% of the time, but what's important, is that they truly care about you and set high standards for customer care.”
Remote Consultations Available
In Business Since 2005
Serving Ajax Area
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Harris & Partners

Harris & Partners

(46)
Debt Relief For Businesses, Debt Relief Services
“Thank you, Harries and Partners, and a special thank you to Ricky Dsouza for helping us navigate through a difficult time with such professionalism and care.”
Free Initial Consultation
In Business Since 2013
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Real Estate Investors, Realtors & Prec, Small Businesses
“As a Corporate Controller I have worked with Joseph in a variety of industries, including commercial real estate, franchising, retail, wholesale and investment portfolio management”
In Business Since 2020
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Etaxcan

Etaxcan

(50)
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.”
305 Milner Ave Unit #301, Scarborough, ON M1B 3V4
Featured

Benefits of Filing The Income Tax Claim Tax Refund Receiving Benefits such as GST/HST & Trillium Credit Carry Forward Capital Losses Helps in Claim Deduction Serve as proof of Income for self employed Avoid penalties/late fee and interest charges.

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The Money Mint

The Money Mint

(50)
  • Stress
  • Business
  • Team
“He created an easy to understand spreadsheet that allowed me to understand the various rates, buying scenarios, and monthly costs associated with the mortgage.”
Offers Financing Options
20+ Years Experience
2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
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Retirement Planning and Investment Management Services in Ajax, ON Cost Estimates

Minimum cost
$1240
Maximum cost
$10534
National Average
$3718
Avg Per Hour Rates
$372
$2479
$6816
Typical price range is based on 505 cost profiles
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Average Cost $3718
Minimum cost $1240
Maximum cost $10534
Avg Per Hour Rates $372

Typical range $2479 to $6816 is based on 505 cost profiles.

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