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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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.”
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Dundee Private Investors
“Dundee employs a disciplined capital allocation strategy and a thorough technical due diligence process to evaluate mining investment opportunities. Our due diligence and de-risking approach focuses on all aspects of the mining business. We thoroughl...”
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Carruthers Walker Financial
- Team
“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.”
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TK Dale Wealth
- Investments
- Knowledge
“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...”
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Green Group - IG Private Wealth Management
- Team
- Strategies
- Advisor
“He responds to my numerous information and support requests in a timely manner, providing me with practical advices, offering supplemental research info as needed, and performing various investment transactions on my behalf.”
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Assante Capital Management
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.”
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Falcon Lam
Money Freedom, Financial Consultation
“In a world of financial advisors that just want you to buy investments and insurance, Marlene, Thuy and team go the extra mile by listening and then help you plan to reach your goals.”
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Johnson Financial Group
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...”
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Accounting Solutions
Personal Income Tax, Small Business Tax, Instant Refunds
“Whether you are a small business, working, retired or in school, Accounting Solutions is for you!”
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Covenant Wealth Financial Services
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.”
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Radiant Life Financial
Tax and Accounting Advisory, Mortgages, Home & Auto Insurance
“I feel taken care of and at ease as Tim's client, and that is an incredible feeling given that insurance purchasing usually feels transnational, uncertain, and anxiety-inducing.”
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Reynbridge
“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.”
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IPC Securities Corporation - Theresa Bartley
Calculators, Private Wealth
“For 11 years, Theresa has given me sound financial advice and managed my resources with wisdom.”
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Roberts & Company Professional Corporation
“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.”
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York Financial Group
Personal Life, Disability and Critical Needs Products., Pension Transfers and Severance Allowance Rollovers., Individual Pension Plan For Business Clients.
“Looking forward to greater financial planning in the future.”
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Infinite Financial
- Professional
“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”
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York Credit Newmarket
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.”
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Foster Thibeault Youell Radley Chartered Professional Accountants
“Our small company and associated holdings have been dealing with MFTY for close to 24 years and wouldn't consider going anywhere else.”
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Sandra L Fawcett CA/ CPA
“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.”
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Alliston Financial - Investment Planning Counsel
“Anytime I need support they're there to help me!”
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Stonehaven Financial Group
“He was very thorough and took the time to explain anything we were unsure of.”
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Wilimek Financial
- School
- 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.”
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Gillespie Adams & Associates
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!”
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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,...”
Retirement Planning and Investment Management Services in Bradford, ON Cost Estimates
Why these companies made our list
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