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Best Financial Advisors in Caledon, ON
The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Caledon area.
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Steve Welker and Company
- Meeting
- Team
- Shoulders
“All though the first few weeks & mouths were rough as time went by they were both patient & understanding about her problem & was able to help her to make the process go easier as time progress.”
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DLC - Team Mortgage Assurance
Renovation Mortgage, First Time Home Buyers Mortgage, Credit Improvement
“Their unparalleled dedication and personalized approach are providing me with the tools, knowledge, and confidence I need to excel in the mortgage industry.”
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Tembo Financial
Home Renovation Loans Ontario, Equity Advances, 1st, 2nd, & 3rd Mortgages
“I presented a client scenario to Tembo Financial via email on a Wednesday afternoon, received a call from Arlen the same day and had an offer to present to my client the very next day.”
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Accountant on Call | Reliable AOC
Mortgages and Loans, Bookkeeping, 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.”
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Objective Financial Partners
Employee Financial Wellness, Financial Planning For Seniors, Retirement Planning
“I would highly recommend her to anyone seeking in-depth, nuanced insights into their financial circumstances provided with intelligence, clarity, professionalism, and a positive attitude.”
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Lexaltico
Immigration Services, Financial Advisory, Tax Consulting
“Lexaltico's professionalism and commitment to client satisfaction set them apart, earning our highest recommendation for anyone in need of legal services.”
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Accounting Plus Financial Services
Virtual Personal Tax Returns, Corporate Tax, Accounting & Bookkeeping
“From time to time, the Accounting Plus team, lead by Peter Edrey, can raise very good advise regarding your specific tax situation, and doesn't miss any option the system gives you to save on your tax payment.”
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Etaxcan
Corporate Tax Returns, Accounting & Book Keeping, HST Filing / Wsib Filing
“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.”
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Harris & Partners
Debt Relief For Businesses, Debt Relief Services
“Harris & Partners Inc super friendly and helpfull and they have been very accommodating to my financial situation even when i fell 3 or 4 months behind on payments they still worked with me”
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The Money Mint
- Communication
- Team
- Honesty
“Charles was incredibly efficient and professional, managing to lock in a recent mortgage, on a condo that closed earlier than expected, in just 15 days!”
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Rethink CPA Professional Corporation
Realtors & Prec, Real Estate Investors, Small Businesses
“They were extremely generous and knowledgeable in answering all of my questions, and were immediately responsive, which I appreciate in the final hours of meeting the tax filing deadline.”
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Alpha Oasis
- Patient
- Team
- Information
“Would highly recommend for anyone as they are able to walk anyone through the process and provide the appropriate information regarding the filing process itself and returns.”
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Sharptax Consulting
Business Services, Financial Planning, Tax and Accounting
“Its not simply filing tax as others normally do but guide you with valuable information beneficial for you in terms of tax savings and other investments.”
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Sawaya CPA - Tax & Accounting Services
- Expertise
- Understanding
- Needs
“Edward very patiently and elaborately explained our queries on personal taxes, taxes payable by corporations, and the interplay between them, both from a Canadian perspective as well as international taxation aspects with respect to Canada.”
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Mustafai Immigration
Citizenship Application, Temporary Resident Visa, Extension of Status
“Highest success rate, highly professional, highly committed, very honest and highly recommended, much appreciated, thanks a lot 🤝💐👏👏👏 …”
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Merrick Financial
Retirement Planning, Investment Analysis, Ongoing Support
“He was patient and thorough throughout the entire process - from understanding our current lifestyle and aspirations to answering our questions during the report review.”
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Filing Taxes | Accountant Toronto
Personal Tax Accountant, Not For Profit Taxes, Business Accounting Services
“Filing Taxes has been doing my personal and business taxes and e-filing for 4 years and I am very happy with the service, the quick turnaround and their prices.”
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Fortax
- Accounting
- Questions
- Knows
“As a new immigrant, tax reporting is crucial to building a good record, thanks to the Fortax team I feel confident that my taxes are in order according to the law.”
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Mak Tax & Accounting Services
Corporate Tax, Bookkeeping & Accounting, Payroll Services
“Last 7 years with mak tax always excellent services and available for all 7days a week easy to get appointment happy with services recommend to all Canadian”
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Ai Financial
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
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Grant Matossian, Cga, CFP
Estate Planning, Financial Statement Preparation & Corporate Tax, Investment Properties – HST Rebate & Assignments, Incorporation and Dissolution of Businesses
“Hrant can be trusted to do your taxes with up-to-date knowledge of Canada's ever-changing tax rules, so you never experience an unpleasant surprise down the road.”
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Canada Freedom Financial Centre
“The costs involved were reasonable, and the assistance I have been given has allowed me to successfully resolve a difficult situation without undue anguish.”
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Patel Accounting and Taxation
HST Return and Rebate, Corporate Tax Return, Payroll Services
“Mr Patel is very professional and humble person , he has expert knowledge about income tax returns and all accounting details, I highly recommend his service to my family and friends.”
Retirement Planning and Investment Management Services in Caledon, ON Cost Estimates
Minimum cost
$1405
Maximum cost
$11935
National Average
$4213
Avg Per Hour Rates
$422
$2809
$7724
Average price range is based on
455 cost profiles
Why these companies made our list
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