Best Financial Advisors in Bowmanville, ON

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Bowmanville area.

Adrian Short Cpa, Cga, CFP

Adrian Short Cpa, Cga, CFP

“Mutual funds, and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exchange traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and regist...”
In Business Since 2005
Licensed
14 Silver St, Bowmanville, ON L1C 3C3
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Donald R Dasti & Associates

Donald R Dasti & Associates

(1)
“Great costumer service”
In Business Since 1998
Free Initial Consultation
125 Mary St E, Whitby, ON L1N 2P3
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(30)
Life and Disability Insurance, Real Estate, Mortgages
“I also appreciate the personal care that is provided by all staff, and the periodic updates from Chad Harmer who shares his views as to where the economy is going and why they will emphasize certain markets and sectors over others.”
In Business Since 2019
Offers Financing Options
Transparent Fees & Pricing
Licensed
Serving Bowmanville Area
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LDR Financial - No Medical

LDR Financial - No Medical

(12)
“Our family has relied on Lee for many years for our insurance needs and when my father passed away the process of retrieving the insurance money when it was most needed was very smooth, which is extremely important when a family is grieving a loved o...”
In Business Since 2022
Free Initial Consultation
Remote Consultations Available
285 Taunton Rd E, Oshawa, ON L1G 3V2
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Unique Accounting Services

Unique Accounting Services

(11)
Start-Ups, Small Business Accounting, CFO Services
“I quickly learned that Mohamed is very happy to share his knowledge and no matter how busy he is, he always makes the time to talk, always calling me back promptly and we always have a good laugh!”
In Business Since 2015
Free Initial Consultation
909 Simcoe St N #200, Oshawa, ON L1G 4W1
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Inclusive Accounting

Inclusive Accounting

(7)
Accounting Services, HR Solutions, Wealth Management
“Super friendly and worked around my schedule to get me the best return possible.”
In Business Since 2016
73 Centre St S, Oshawa, ON L1H 4A1
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Geraci Financial Group

Geraci Financial Group

(2)
Protect Your Mortgage, Financial Planning Process, Investment Risk
“Tony and his team offer excellent service and are very professional.”
In Business Since 2014
Free Initial Consultation
105 Consumers Dr, Whitby, ON L1N 1C4
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RS Tax Service

RS Tax Service

(6)
“Excellent service and everyone is very responsive, which is very appreciated during tax time.”
In Business Since 2013
Family Business
105 Mary St W, Whitby, ON L1N 2R4
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Dana Snedden CPA Professional Corporation

Dana Snedden CPA Professional Corporation

(10)
Financial Analysis & Projections, Accountingservices, Self-Employment Tax Preparation
“My daughter and I do legal bookkeeping for lawyers and we are so confident in Dana's abilities we recommend our clients go to her for their personal and business needs.”
In Business Since 2016
Free Initial Consultation
1077 Boundary Rd #207, Oshawa, ON L1J 8P8
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Lake Front Financial

Lake Front Financial

(1)
“Beautiful beach and park”
In Business Since 2010
Free Initial Consultation
737 Stone St, Oshawa, ON L1J 1A4
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Jeff Salter Aligned Capital Partners

Jeff Salter Aligned Capital Partners

(1)
“I have been dealing with Greg for many years and very happy with his service.”
In Business Since 2011
Transparent Fees & Pricing
[email protected], 400 Dundas St W Suite 205, Whitby, ON L1N 2M7
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Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(2)
“He tailored a plan that was best suited to me and it feels great to know that I have the protection and security I need going forward.”
In Business Since 2022
179 King St E Second Floor, Oshawa, ON L1H 1C2
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Christopher Simpson, CIM

Christopher Simpson, CIM

(7)
Wealth Management, Banking and Mortgage Products (On a Referral Basis), Life Insurance
“"This award recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, personal and professional qualities and accomplishments have brought distinction to the investment/financial indust...”
In Business Since 2012
66 Baldwin St Suite 204, Whitby, ON L1M 0L6
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The Pension Specialists

The Pension Specialists

(1)
“Went to figure out what to do about investing my pension after my employers went out of business.”
In Business Since 2004
604 Brock St S, Whitby, ON L1N 4K9
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Ken Huggins

Ken Huggins

(1)
“This is your guy!”
In Business Since 2018
305 Brock St N, Whitby, ON L1N 4H8
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IG Wealth Management - Conor Amyot

IG Wealth Management - Conor Amyot

“Conor is a young professional with a long, bright future ahead of him at IG Wealth Management. His commitment to excellent client service and high-quality financial planning are outshone only by his dedication to putting the needs of clients first. C...”
In Business Since 1995
1361 Grandview St N, Oshawa, ON L1K 0G1
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The Money Cafe Corporation

The Money Cafe Corporation

“As an Independent & Unbiased Financial Services Firm, We Have Access to Canada's Top Financial Services & Product Providers. This is One of the Reasons we Do Not Initially Focus on Products; Instead, we Focus on Addressing the Financial Concerns and/...”
In Business Since 2016
306-22 King St W, Oshawa, ON L1H 1A3
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Ian Webster the Financial Fighter

Ian Webster the Financial Fighter

(2)
“The difference this time is that I had ian's skillful guidance throughout the last process, listened and applied and now through the next few months the worrying of financial pressure is not there.”
In Business Since 2011
Transparent Fees & Pricing
3251 Country Ln, Whitby, ON L1P 1T5
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Roche Financial Group

Roche Financial Group

(1)
Trenton, Belleville, Toronto
“But better safe than sorry for accuracy”
15+ Years Experience
946 Simcoe St N, Oshawa, ON L1G 4W2
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Copetti & Co

Copetti & Co

(1)
“This accounting office is very proffesional and accomodating.”
In Business Since 2002
601 Brock St S, Whitby, ON L1N 4L1
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Annex Financial Services

Annex Financial Services

(1)
“Great service.”
In Business Since 2002
326 Dundas St E, Whitby, ON L1N 2J1
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KFB Financial Services

KFB Financial Services

(1)
“I recently contacted KFB for financial advice relating to mortgages and debt and the team was extremely helpful and knowledgeable walking me through some options and explaining the pros and cons.”
In Business Since 2005
326 Dundas St E 2nd floor, Whitby, ON L1N 2J1
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The Living Benefits Group

The Living Benefits Group

Employee Benefits, Individual Insurance, Disability Management
“The Living Benefits Group is small enough to deliver personalized attention, yet large enough to serve the complex and diverse needs of our clients through a unique network of knowledgeable and experienced experts in Tax and Estate Planning, Corporat...”
In Business Since 2004
Offers Financing Options
310 Byron St S #4, Whitby, ON L1N 4P8
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Finance Hero

Finance Hero

Investments, Insurance, Mortgages
“If you have had to declare bankruptcy, you may be wondering what is next. Bankruptcy is not a financial death sentence. In fact, there are a few things you can do after declaring bankruptcy to help reset your financial status and get a mortgage in th...”
In Business Since 2021
101 Mary St W Unit 101A, Whitby, ON L1N 2R4
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Retirement Planning and Investment Management Services in Bowmanville, 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 395 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 395 cost profiles.

Why these companies made our list

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