Bolton, ON

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Bolton, ON
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Best Financial Advisors in Bolton, ON

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Bolton area.

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Tritech Insurance Systems

Tritech Insurance Systems

Professional Services, Software as a Service (Saas)
“Our team of experienced P&C engineers ensure that the 'right sized solutions', offered as 'In House' or 'Software as a Service' (SaaS), are designed and implemented with our customers from the onset of the project. We begin with a Model Office that a...”
Remote Consultations Available
14 McEwan Dr W #5, Bolton, ON L7E 1H1
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Smart Split Divorce

Smart Split Divorce

Financial Statements and Long-Distance Mediation, Services For Law Professionals, Early Neutral Consult
“Smart Split Divorce Solutions serve clients in Toronto, Aurora, East Gwillimbury, Georgina, King, Markham, Newmarket, Richmond Hill, Vaughan and Whitchurch-Stoufville, Brampton, Caledon and Dufferin County.”
In Business Since 2012
16176 Hwy 50, Bolton, ON L7E
FAQs
Why do I need an CFDS when I already have a lawyer?
They are better equipped with the necessary financial knowledge that clients will need. The will be more cost effective and they can help generate outcome scenarios that better reflect the needs of the individuals while helping the parties come to a quicker settlement.
Would it cost more by using a lawyer and CFDS?
The faster you understand the financial options and impact of various decisions to be considered, the less costly your legal bill. Couples can often get stuck on particular financial issues that may not be worth the battle. A CFDS can help you assess and put costs to those issues which can in turn save you money.
What is the approximate cost?
The cost is dependent upon the scope of the work and the complexity of the family financial situation. You can spend as little or as much as you need to help make you confident about the decisions you are making.
Will using a CFDS mean getting a bigger settlement or more support?
Not necessarily. A CFDS can ensure that all information has been provided and that all variables have been reported accurately. They can also analyse the settlement options to help maximize financial benefits to the parties. Specialized reports can help identify financial shortfalls so that they can either be addressed immediately by way of alterations to support or help the client implement the tools necessary to help with any problem areas. Could this result in adjustments to support or better settlement outcomes, yes it can.
What is a Parenting Plan?
A parenting plan is normally attached to your separation agreement. It sets out the schedule and protocols to be followed for the living arrangements of children. It allows separating parents to avoid conflict by dealing with specific issues relating to the children. These issues can, but may not be limited to, child support, parenting time, decision making, transportation, vacations, letters of permission for travel, holidays, health, visitations, school activities and any other issues that would require specific protocols be in place to effectively parent and ensure the overall well-being of the children.
More info can be found on the FAQ page of our website.
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Caledon Family Mediation

Caledon Family Mediation

“We know that legal action can sometimes be overwhelming. We are dedicated to providing you help in language that you can understand. If you don't feel like you understand your options, just ask, and we will work to find an explanation that works for ...”
18 King St E Unit E5, Bolton, ON L7E
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Rmab Financial Divorce Specialist

Rmab Financial Divorce Specialist

“A Chartered Financial Divorce Specialist does not offer legal opinion or advice, but can provide valuable insight into financial matters related to divorce and follows a strict code of ethics as monitored by relevant licensing authorities.”
In Business Since 2022
4 Queen St N #204, Bolton, ON L7E 1C8
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CFS Wealth Management

CFS Wealth Management

(50)
  • Communication
  • Stress
  • Funds
“Mark is very experienced and does a great job explaining the whole process from beginning to end & also does his best to speed up process so you can get your money sooner.”
Serving Bolton Area
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Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(39)
  • Questions
“Very hard working,good behaviour and intelligent in tax profession.”
7-110 Pertosa Dr, Brampton, ON L6X
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Nannytax

Nannytax

(18)
  • Taxes
  • Price
  • Questions
“Nanny tax has excellent customer service, and quick responses.”
In Business Since 2007
Transparent Fees & Pricing
Serving Bolton Area
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Aaron Wealth Management

Aaron Wealth Management

(19)
  • Understanding
  • Patient
  • Portfolio
“Above all, David has outstanding interpersonal skills & empathy that make me feel at ease when discussing our family's financial plans and his guiding principles of honesty and integrity can be counted upon with complete confidence.”
In Business Since 2019
3625 Dufferin St #340, North York, ON M3K 1Z2
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Birdi Chartered Professional Accountant

Birdi Chartered Professional Accountant

(50)
Incorporation, Corporate Taxes, Personal Taxes
“Gurrai Birdi from Birdi CPA reached out to me quickly and worked with me to gather all the documents required to get the certificate issued a lot earlier than I originally thought.”
Free Initial Consultation
15 Bramsteele Rd, Brampton, ON L6W 3K6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Tax Planning & Returns, Financial Services, Mortgage Solutions
“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.”
In Business Since 2009
Transparent Fees & Pricing
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Balwinder Financial

Balwinder Financial

(50)
Life Insurance, Travel Insurance, Investments
“The best you can find in town she helped me a lot with the kids RESP very kind and honest person you can trust I recommend her to anyone and everyone Balwinder's been doing this for many years lots of experience known her for 19 years now can never b...”
In Business Since 2014
Free Initial Consultation
1315 Derry Rd E #2, Mississauga, ON L5T 1B6
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Tembo Financial

Tembo Financial

(50)
Debt Consolidation Loans Ontario, Bridge Financing, 1st, 2nd, & 3rd Mortgages
“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.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(48)
Business Advisory, Accounting Services, TAX Services
“I can't express the gratitude that this man has given my family he is wonderful amazing person highly respected with my family thank you very much for everything you did for us 🙏💫He is the best very professional very well respected that my family eve...”
In Business Since 2019
2130 N Park Dr unit #223-224, Brampton, ON L6S 0C9
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Jose Gustavo Salcedo, Your Mortgage Agent

Jose Gustavo Salcedo, Your Mortgage Agent

(50)
  • Honest
  • Financial
  • Knowledge
“Amaizing I was really pleased how the information and support given to me help me understand the process of purchasing a house you make it more easy and practical thx”
In Business Since 2023
Transparent Fees & Pricing
7662 Buckeye Cres, Niagara Falls, ON L2H 0P2
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Green Group - IG Private Wealth Management

Green Group - IG Private Wealth Management

(50)
  • Portfolio
  • Tax
  • Questions
“I have had the pleasure of working with the Green Group for 10+ years, they have always been honest, quick and ready to give the best advice the benefits me.”
In Business Since 2022
17310 Yonge St #10A, Newmarket, ON L3Y 7R9
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Global Accounting Services

Global Accounting Services

(49)
  • Financial
  • Advice
  • Knowledge
“We were in a business predicament and having spoke with him for the first time, he was able to troubleshoot the issue and present solutions immediately.”
49 Hillcrest Ave # 205, Brampton, ON L6W 4V4
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Vida Financial Group

Vida Financial Group

(45)
  • Team
  • Confidence
  • Questions
“We have working with Kevin over the years and he absolutely never lets us down, he is always willing to help and makes each process as easy as possible for his clients.”
34 Alderway Ave, Brampton, ON L6Y 2B7
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Morataya Corp.

Morataya Corp.

(50)
  • Mario
  • Explanation
  • Financial
“Excellent service, many thanks to the entire team for their help, they are very professional and very accurate with all the information and advice they gave us, we are very happy to regain our peace of mind again, highly recommended.”
Free Initial Consultation
3200 Dufferin St Suite #307, Toronto, ON M6A 3B2
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Ranjit Dhillon Broker - Centum Mortgage Smart

Ranjit Dhillon Broker - Centum Mortgage Smart

(30)
Life and Disability Insurance, Leasing, Consumer Loans
“Renewed my Mortage recently through Ranjit Dhillon - hassle free experience, a delight to work with, very professional and customer focused individual.”
Offers Financing Options
In Business Since 2002
Licensed
Transparent Fees & Pricing
7956 Torbram Rd unit 20, Brampton, ON L6T 5A2
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CFP Group

CFP Group

(26)
“We were very impressed with the knowledge, investment opportunities (Canada and the US) and available options like Cash, RRSP, TFSA that Michael and Ronny are offering to us.”
Offers Financing Options
1137 Centre St, Thornhill, ON L4J 3M6
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Bizlon

Bizlon

(40)
  • Scam
  • POS
  • Price
“Awesome service ask for Sameer he will hook you up with the best deals and help you set it up, even the call backs after to check up are amazing I highly highly recommend him, I was with global and I must say it got a lot better with them”
In Business Since 2021
16 Peridot Rd, Brampton, ON L6P 0Z6
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Knowledge
  • Pricing
  • Information
“He patiently answered all my tax questions and went above and beyond in making me understand the entire process as well as educating me on a few concepts.”
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
Featured

We all spend money on different things. Some people spend more than others, some people don't spend as much as others. Regardless of how much or how little we spend, it is important to track our expenses. Having good accounting software is essential for managing your expenses and finding the best deals on products and services. These programs can track everything from daily spending to monthly bills, saving you from having to manually input information from paper receipts. One way to keep track of your expenses is to use a spreadsheet and list your expenditures and income on a monthly basis (or however often you want). There are also apps that can help with this process like Mint or Expensify. If you don't want to constantly be on the computer, then you can use an app like Digit for your phone so that it takes care of the tracking for you.

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National Debt Relief - Canada Debt Relief Professionals

National Debt Relief - Canada Debt Relief Professionals

(48)
  • Finance Director
  • Judgement
  • Compassionate
“At first I was second guessing myself about how long the process was going to be but again with Dionne help she made me understand that my life is going to start getting better.”
9131 Keele St, Vaughan, ON L4K 0G7
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AMR Services

AMR Services

(26)
Payroll, Estate Planning, Tax Services
“Excellent/Professional Service - Angela and her team provided me with the assistance I needed to deal with both my corporate and personal accounting needs.”
In Business Since 2014
Free Initial Consultation
95 Stave Crescent, Richmond Hill, ON L4C 9J7
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Retirement Planning and Investment Management Services in Bolton, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 485 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 485 cost profiles.

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Wealth Management Advisors near Bolton

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