Bradford, ON

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Bradford, ON
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Best Financial Advisors in Bradford, ON

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Bradford area.

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M Montgomery Insurance

M Montgomery Insurance

Life Insurance, Travel Insurance, Disability / CI Insurance
“Providing our clients with sound insurance advice for over 30 years, we work with our clients to understand their needs and assess the best possible options according to your personal and financial situation.”
In Business Since 2009
60 Kilkenny Trail, Bradford, ON L3Z 3C5
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Dundee Private Investors

Dundee Private Investors

“Led by mining veteran Jonathan Goodman, and backed by a team of mining, finance and ESG experts, Dundee is the only publicly-traded company that finds, invests in and helps develop resource companies on behalf of its shareholders. We target mining an...”
In Business Since 2004
45 Holland St E, Bradford, ON
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Fox-Revett & Associates

Fox-Revett & Associates

(14)
  • Team
  • Plan
  • IG
“IG has provided me with several recommendations on investment advice and I feel confident in their expertise and professional advice, especially during the volatile market during the pandemic.”
In Business Since 2015
17310 Yonge St Suite 10A, Newmarket, ON L3Y 7R9
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Green Group - IG Private Wealth Management

Green Group - IG Private Wealth Management

(50)
  • Team
  • Response Time
  • Questions
“One year later, my money invested grew considerably and I feel that I can now relax and trust their knowledge and expertise in investments, investments safety, knowing that at any time I can reach to them and have my questions answered.”
In Business Since 2022
17310 Yonge St #10A, Newmarket, ON L3Y 7R9
Featured

There’s no way out of the tax system, but there are several ways to minimize taxes on your income and assets! After the 1-hour workshop, there will be an open Q&A with the experts. Seating is limited, so sign up now to lock in your spot! What You'll Learn at this Workshop: - Strategies to minimize the taxes you pay - Differences that matter between government, corporate and personal retirement investments and plans - Taxes in Retirement 101: Plans and strategies to keep the most of your retirement earnings - How your family status can affect your retirement planning - Different ways to withdraw your income and which one is right for you Is This Workshop for You? All retired Canadians or those approaching retirement in this country should have a plan & start acting as soon as possible if they wish to explore new opportunities in their best years. Learn from experts, ask all the questions you need, and go home knowing how to set yourself for success, protect your hard-earned assets and keep the most of your well-deserved income without all the stress and hassle. Join us for an educational workshop. There is no charge to attend!

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Assante Capital Management

Assante Capital Management

(24)
Protecting Your Assets, Français, English
“Josh is a very knowledgeable and committed financial planner who has successfully managed my portfolio for over ten years, He is very skilled at helping me readjust financial goals based on changes in my life.”
In Business Since 2013
112 Caplan Ave 2nd Floor Suite A, Barrie, ON L4N 9J2
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Johnson Financial Group

Johnson Financial Group

(12)
Employee Benefits Programs, Your Growing Business, Your Personal & Family Needs
“Navigating through the vast world of insurance options can be daunting and complicated, however, Ian and his exceptional team have always provided me with timely, affordable and relevant options to consider, and to simplify the process as much as pos...”
In Business Since 2006
235 Industrial Pkwy S #6, Aurora, ON L4G 3V5
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TK Dale Wealth

TK Dale Wealth

(14)
  • Investments
  • Knowledge
  • Mind
“Trevor is one of the best professionals myself and my spouse have ever met: apart from his high academic background, many years of certified knowledge and experience, his intelligent approach to every problem, his kindness and patience when explainin...”
In Business Since 2021
Licensed
71 Main St S, Newmarket, ON L3Y 3L5
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NCR Bookkeeping & Tax Services

NCR Bookkeeping & Tax Services

(1)
“Thanks NCR for simplifying much dreaded tasks and streamlining my day to day.”
Free Initial Consultation
Family Business
430 The Queensway S, Keswick, ON L4P
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Carruthers Walker Financial

Carruthers Walker Financial

(9)
  • Team
  • Employee Benefits
“Aside from assisting us with our company benefits, Jenn has come and provided valuable learning sessions to our employees - Jenn and the Carruthers staff always go the extra mile.”
15054 Yonge St, Aurora, ON L4G 1M4
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Reynbridge

Reynbridge

(7)
  • Loan
“A short time ago, I had the opportunity to connect with Robert Reynolds, the president of Reynbridge, and cannot say enough great things about the experience.”
In Business Since 2019
465 Davis Dr Suite 309, Newmarket, ON L3Y 7T9
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Infinite Financial

Infinite Financial

(16)
  • Family
  • Knowledge
  • Questions
“Her vast knowledge of current financial situations makes her capable of providing timely advise or referring you to one of many colleagues that has what you are looking for.”
In Business Since 2010
387 Mapleview Dr W, Barrie, ON L4N 9G4
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IPC Securities Corporation - Theresa Bartley

IPC Securities Corporation - Theresa Bartley

(2)
Calculators, Private Wealth
“For 11 years, Theresa has given me sound financial advice and managed my resources with wisdom.”
In Business Since 2013
431 Timothy St, Newmarket, ON L3Y 1P7
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Alliston Financial - Investment Planning Counsel

Alliston Financial - Investment Planning Counsel

(1)
“Anytime I need support they're there to help me!”
In Business Since 2010
Transparent Fees & Pricing
180 Parsons Rd Unit 13, Alliston, ON L9R
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Roberts & Company Professional Corporation

Roberts & Company Professional Corporation

(5)
“They are very knowledgeable, professional, had great communication and kept me in the loop the whole way through the process, not to mention they finished my accounting services in a timely manner.”
144 Wellington St E, Aurora, ON L4G 1J1
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York Credit Newmarket

York Credit Newmarket

(5)
Debt Consolidation, Income Tax Debt, Other Financial Services
“While things are finally opening up in Ontario, these past two years have put HUGE financial hardships on me and my colleagues as well as countless of others.”
In Business Since 2013
CCCS Certified
Free Initial Consultation
2001 Sheppard Ave E, Toronto, ON, M2J 0A1
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Foster Thibeault Youell Radley Chartered Professional Accountants

Foster Thibeault Youell Radley Chartered Professional Accountants

(3)
“Our small company and associated holdings have been dealing with MFTY for close to 24 years and wouldn't consider going anywhere else.”
15449 Yonge St #101, Aurora, ON L4G 1P3
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Sandra L Fawcett CA/ CPA

Sandra L Fawcett CA/ CPA

(2)
“They handle it all (from personal to business) so conveniently, when I start up my own business next year I will get them to do my business practice as well.”
Licensed
12764 Yonge St, Richmond Hill, ON L4E 3V3
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Stonehaven Financial Group

Stonehaven Financial Group

(1)
“He was very thorough and took the time to explain anything we were unsure of.”
In Business Since 2015
46 Wellington St E, Aurora, ON L4G 1H5
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Wilimek Financial

Wilimek Financial

(10)
  • School
  • Questions
  • Understand
“Paula provided invaluable perspectives on financial matters that proved exceptionally beneficial, not just for my personal finances but also information and insights I can pass along to my own clients.”
In Business Since 2018
Serving Bradford Area
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Covenant Wealth Financial Services

Covenant Wealth Financial Services

(5)
Wealth Management, Life Insurance, Cash Flow Management
“Recently I received financial services from Joy Adams and I was very pleased with her explanation and detailed information about our family insurance policies.”
2095 Thompson St, Innisfil Beach, ON L9S 1T1
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Gillespie Adams & Associates

Gillespie Adams & Associates

(2)
For Businesses, For Individuals
“I have to say that in the past I've been discouraged by financial planners because at the end of the year they made more off of their fees than I did on my investments!”
In Business Since 2004
17817 Leslie St, Newmarket, ON L3Y 8C6
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Accounting Solutions

Accounting Solutions

(2)
Personal Income Tax, Small Business Tax, Instant Refunds
“Whether you are a small business, working, retired or in school, Accounting Solutions is for you!”
Remote Consultations Available
200 Davis Dr, Newmarket, ON L3Y 2N4
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Kelly Smith Group

Kelly Smith Group

Business Owners, Incorporated Professionals, Individuals
“Our mission is to provide comprehensive group benefits and financial planning solutions that empower individuals and organizations to navigate their financial journey with confidence and security. Through personalized guidance, innovative strategies,...”
Family Business
11 Tannery Creek Crescent, Aurora, ON L4G 5N4
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IPC Investment Corporation - Peter Ardill

IPC Investment Corporation - Peter Ardill

Estate Planning, Retirement Income, Cash & Credit Management
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
In Business Since 1999
Transparent Fees & Pricing
2 Orchard Heights Blvd #27, Aurora, ON L4G 3W3
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Retirement Planning and Investment Management Services in Bradford, 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 331 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 331 cost profiles.

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Wealth Management Advisors near Bradford

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