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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Kothai Accounting l Accounting and Advisory Services
- Patient
- Advice
- Pricing
“When I walk into your office, you were able to show me through your communication and professionalism that you are not an accountant who deals only with numbers, but with clients as well.”
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Wealth & Estate Financial Canada
- Passion
- Expert
- Honest
“Knowing her professionally and personally have been a pleasure and I would recommend her to everyone who is looking to get their finances in order with customized solutions and personal attention from the experts!”
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Greenwood Wealth | Worldsource Securities
- Finances
“The financial plan we implemented has allowed me to continue to benefit from my employer's stock compensation while providing a lower-risk core investment strategy to help solidify my future financial independence.”
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NSD Accounting
Mortgage and Loans, Bookkeeping, Mortgage Solutions
“The financial advise they provide is really helpful and help me plan for my business along with the tax filling and bookkeeping.”
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Antares Financial
- Team
- Professional
“King and his team were very professional and knowledgeable!”
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Birdi Chartered Professional Accountant
Personal Taxes, International Taxes, Incorporation
“Gurrai helped with my return for a few years now and is very knowledgeable in complex tax scenarios which made the whole filing process very easy and quick.”
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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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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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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation
TAX Services, Financial Planning, Business Advisory
“Very good experience with avnish sir i save my so much tax over uber and pay very less amount thanks you sir i recommend all uber driver to must visit to save their tax”
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Joe Sammut - Mortgage Architects
- Dream
- Professional
- Stress
“Working with Sunny and Nikki was seamless and they were able to secure us a great rate in the current market, provided timely answers to my (many) questions and ensured everything was ready for closing.”
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Vida Financial Group
- Insurance
- Financial Advisor
- Decision
“He takes the time to truly understand our unique needs and presents us with a range of investment and insurance plans that are tailored to our specific situation.”
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Bizlon
- Good Services
- Company
- Cold Calling
“Roy sharma has done an excellent job for our business interac machine done follow up regularly since we spoke over phone but must say excellent service and very nice customer service with positive response .”
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Balvir Saini, CPA & Sandeep Saini, CPA
- Questions
“Trustworthy office members”
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PFG Financial
- Strategic
- Professional
- Confidence
“I have worked with Sonia on my business plan and she was really helpful and understanding although my business was not that common, but she helped me a lot.”
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Gsinsurance
- Parents
- Visa
“GS insurance provides the best service in the town, I have met Gurdev Singh Ji for only few minutes but the gentleness and humbleness they shown in a talk gives a reflection of the their personality.”
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Multtani Planners
- Accountant
- Tax
“I came to Canada last year as an international student and I was struggling to find the best consultant for tax filing, one of my friends suggested about him and I got my tax filed within very little time and at a very genuine rate.”
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ACN Financial Group
- Retirement
- Needs
- Know
“Brad is such a nice guy, also was very helpful, knowledgeable and open to all my questions and concerns when needed regarding our RSP and investment options.”
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CSR Wealth Management
- Future
- Retirement
- Team
“Frank Gasper made me feel comfortable because I met with him at a coffee shop the first time and eventually at his home office where he walked me through a savings & investment plan.”
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Bassi & Karimjee
Tax, Advisory, Accounting Services
“My situation is complex as I work in the USA and Canada and they have been extremely supportive and helpful in my transition and in explaining tax laws.”
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Reshma Sharma Cpa: Tax & Accounting Firm Brampton
Bookkeeping Services, Corporate Tax Returns, Payroll Services
“One of best CPA: helped with all small needs: Have individual person to help for any day to day activities or concerns: I would recommend 100% to any one”
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Sunil Heda, Heda Investments, Manulife Wealth
Risk & Insurance Management, Banking, Retirement Planning & Estate Strategies
“The slow and steady approach was determined as we got to see how well he was managing our investments and how impressively the portfolio was managed to optimize maximum returns even in adverse times, all with a very low fee.”
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Tax and Accounting Experts
Back/Late/Unfiled Tax Returns, Corporate Tax Returns, Bookkeeping Services
“Hamid is very professional and trustworthy and I'll probably be filling my taxes (both personal and corporate) with him for as long as he's in business”
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Sharma Wealth Management / Manulife Wealth
Individuals, Business Owners, Overview
“Great service”
Retirement Planning and Investment Management Services in Caledon, ON Cost Estimates
Why these companies made our list
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