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Accotax CPA Professional Corporation

(46)

Financial Advisory Services, Bookkeeping, Accounting

“Very professional and awesome experience working with Pushpinder and his team for all accounting services for business and personal including bookkeeping, payroll and tax filings.”

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ND Professional Corporation CPA

(38)

Tax Advice
Communication
Phone

“From the first phone call I made to them they simplified everything and made it really easy for me to get my taxes done on time and with all the accurate information.”

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Davlyn Financial Services

(33)

Estate Planning, Retirement Income Planning, Insurance

“It has been our experience that a great financial planner allows us to focus on other priorities in life, while knowing that our financial interests are in good hands.”

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Vancea Financial Group

(28)

Advice
Family
Goals

“My husband and I have been investment clients of Vancea Financial Group, specifically with Dino Ferrera, for many years now after leaving CIBC due to constant personnel switches.”

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Gateway Tax & Financial Services

(29)

Insurance, Mortgages, Tax Returns

“My mom passed last year and they were very empathetic and made me aware of what I was eligible to claim regarding my taxes as I was a primary caregiver at my home.”

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Arete Financial

(31)

Goals
Financial Advisor
Efficient

“As an Estate Planning lawyer, I have known many financial planners, but I am truly impressed by the skills and acumen which Rav exercises in ensuring that his clients' objectives and needs are met.”

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Biggerpiggybank.com

(10)

Mortgage Renewals, Debt Consolidation, First Time Home Buyers

“Peter has always been such a pleasure to deal with, he's professional, timely and always does what's best for the clients current and future financial needs.”

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Elliott Financial Consultants

(1)

“He listens to us and then creates a financial plan that suits our family.”

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Steenbergen Financial Services

(1)

“I have worked with Bill Steenbergen for more than 10 years in both personal and corporate level, health, travel, company benefits etc, Bill is very professional and knowledgeable, one of the bests in the business.”

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Pinnacle Consultants

“From their early years specializing in SR&ED, Pinnacle Consultants Inc. (PCI) has gained an enviable reputation for preparing strong, detailed, scientific reports that are integrated with solid financials. For over two decades the Pinnacle team has s...”

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The Steele Group Financial

(2)

“The results of this collaboration are respectively presented as his expert advice, without a hint of pressure because the quality of his hard work speaks persuasively on its own.”

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Steward Group

(2)

“I spoke with Andrew and Alex and they were both kind, good natured and gave great advice to help me reach my goals for me and my family.”

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Silver Compass Financial

“We provide customized solutions that consider your complete financial picture on an independent basis to enable you to make well-informed financial decisions. You can expect us to be professional and interested in every aspect of your life because yo...”

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Bigger Piggy Bank Wealth

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that...”

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Bradley Gaskin Marshall Financial Services Limited

“Providing security and protection for employees is a critical component in maintaining the health and prosperity of any business. Through the Cambridge Chamber of Commerce, member companies have the opportunity to offer one of the most comprehensive,...”

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Kinzie Financial Services

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”

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Cole Gary Financial Services

Types of Investments, Mutual Funds, Investment Accounts

“Like the cube, proper portfolio construction requires forethought, dedication and practice. Each, and every move affects the other components. Unlike the cube however, portfolio construction also requires education, a determination to stay current on...”

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Tax Boss

“By offering individuals and businesses personalized tax consulting and preparation services, we are able to create and implement tax minimization strategies that will best benefit you and your business.”

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Northbridge Consultants

“Domestic and international competition is forcing Canadian businesses to develop new or improved products, increase productivity and expand sales in global markets. Financing for innovation or growth has always been a challenge for many companies in ...”

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Devine and Associates Financial Services

(48)

Investment Services, Insurance Services, Events

“Very satisfied with his knowledge base, he made me feel at ease and ultimately at the end of the day what you are left with is knowing you have a trusting advisor and dare I say...”

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Irvin Accounting & Tax Services

(48)

Questions
Prices
Knowledge

“I highly recommend them as professional accountants and bookkeepers, and recommend you look to no others for your personal and business needs across Ontario.”

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Jcmortgages.ca

(50)

Community
Transaction
Confident

“My husband and I connected with Janna in May 2023 for a Mortgage Renewal, we received quick, prompt communication and were made to feel important and prioritized.”

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David Pipe

(34)

Communication
Future
Home

“I was initially looking for guidance and advice which he was happy to provide - even if I didn't end up using his services (in this case I didn't as we both mutually agreed on).”

Featured

Often, life insurance is thought of as a product for the later stages of life, primarily for those with established families and significant financial responsibilities. However, this perspective overlooks the unique advantages that life insurance can offer to individuals in their younger years. From locking in lower premiums to ensuring insurability regardless of future health changes, the benefits of obtaining life insurance early can prevent stress and save money. In this article, we will explore why life insurance coverage in your 20s or 30s can be a wise and forward-thinking financial decision.

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Garcia Financial

(20)

Personal Taxes, Scientific Research & Experimental Development, Financial Planning & Analysis

“I have always felt looked after, listened to and treated right by Mark at Garcia Financial and have never hesitated recommending Mark to friends and family.”

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Average Cost	$3720
Minimum cost	$1240
Maximum cost	$10538
Avg Per Hour Rates	$372

Best Financial Advisors in Cambridge, ON

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Cambridge area.

Accotax CPA Professional Corporation

ND Professional Corporation CPA

Davlyn Financial Services

Vancea Financial Group

Gateway Tax & Financial Services

Arete Financial

Biggerpiggybank.com

Elliott Financial Consultants

Steenbergen Financial Services

Pinnacle Consultants

The Steele Group Financial

Steward Group

Silver Compass Financial

Bigger Piggy Bank Wealth

Bradley Gaskin Marshall Financial Services Limited

Kinzie Financial Services

Cole Gary Financial Services

Tax Boss

Northbridge Consultants

Devine and Associates Financial Services

Irvin Accounting & Tax Services

Jcmortgages.ca

David Pipe

Garcia Financial

Retirement Planning and Investment Management Services in Cambridge, ON Cost Estimates

Why these companies made our list

Wealth Management Advisors near Cambridge

Popular in Cambridge