Best Financial Advisors in Carp, ON
The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Carp area.
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Legacy Life Insurance, Planning For Real Estate Professionals, Planning Process
“As we moved into retirement and left Ottawa at the beginning of Covid he was there and responsive to our needs and concerns about our portfolio, we very much appreciated that and his advice and Guidance were spot on.”
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Ecivda Financial Planning Boutique
- Investment
- Goals
- Team
“He is adept at building trust through the delivery of consistent and reliable service and communication and it is this foundation of trust that helps Shawn's clients rely upon his guidance during times of market volatility.”
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Ken Jacob CPA
“Love working with Ken, he's very informative, keeps me updated on what's happening, and does his due diligence when it comes to the work (+ very fair pricing).”
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Mitch McLean Cfp, Financial and Investment Advisor
TAX Planning, Retirement Planning, Wealth Creation
“Mitch cares deeply for his clients, has a strong moral compass, and is committed to providing the highest value in expertise, service and communication”
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McAuley Financial Services
- Retirement
- Portfolio
- Team
“Over those years I have benefited from Jack's counsel but most recently I have been extremely impressed with the time and effort bringing about security, clarity and confidence while assisting my 92 year old mother with all her financial affairs.”
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Pk Accounting Professional Corporation
- Tax Return
- Responsive
- Questions
“After 3 years of frustrating/confusing tax filing by other companies Phil resubmitted the returns, addressed all 'audit' investigation questions effortlessly and in a timely manner.”
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Financial Health Partners
Wealth Management, Saving and Lending, Protection
“What really impressed us was the way Nic took the time to get an understanding for where we are at, provided us with financial planning advice tailored to meet our needs and goals.”
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Adam Schacter Cfp, Financial and Investment Advisor
- Financial Plan
- Honest
- Understand
“I wouldn't hesitate for a moment to recommend Adam as a financial planner, especially to someone like myself who doesn't have a lot of experience or a background in financial matters.”
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Wadhen Mortgage & Financial Services
Parents / Grandparents Super Visa Insurance, Health and Medical Insurance, Travel Insurance
“Considering the unusual state of the pandemic situation, the speed of needing a residental mortgage at an advantageous rate, all the services were handled with efficiency and professionalism.”
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Hometown Accounting and Tax
Bookkeeping Services, Tax Services, Business Advisory
“He completed them in a very timely manner, especially considering the complications of my partner's business papers as well as COVID-19 related issues.”
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Pulse Wealth Management - Melany Goodhue
- Goals
- Future
- Plan
“Melany at Pulse Wealth Management helped my fiance and I get our finances on track and showed us how to realistically plan for our future including attaining goals that at one point we did not think we're achievable.”
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Hendry Warren
- Company
“We never felt the need to move to a larger accounting firm, we enjoyed all the professionalism of a great accounting firm, with more personalized service and at a much lower cost that the big firms.”
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Pierre Jeaurond &/ET Assoc.
Young Family, Retiree, Starting Out
“Pierre came highly recommended by my life insurance company. He assessed my situation for life insurance and designed a solution that would eliminate the need to pay premiums once I was retired. He also opened my eyes to the impact of a Critical Illn...”
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Scrivens Insurance and Investment Solutions
“My experience with Scrivens Insurance over the last fifteen years has been amazing. I fully trust their guidance and experience. At times they have recommended alternate insurance providers for my personal and business accounts that provided the same...”
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Wealth Harvest Group
Corporate Executives, Retirement / Investments, Business Owners
“I would certainly recommend the Wealth Harvest Group to others looking for an innovative approach to financial and tax planning.”
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Rankin Rice Wealth Management
“She is well prepared for our regular reviews and her advice is much appreciated.”
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Journey Financial
“Furthermore , she showed me how my budget would change once I did purchase a house by creating three different purchasing scenarios and provided me with a couple of suggestions of what I should do with my money a few years after buying my house.”
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Bowie Financial
“I have Life Insurance through them - and it's awesome, the cash values grow with dividends, my old policies, the numbers did not look like that in the future for my cash values.”
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G.R. Baird Financial Group
“Graeme has not only advised us on our financial situation but has given us valuable insight in other areas such as retirement goals, wills and estate planning, money management, and tax planning.”
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Ryan Lamontagne
“Ryan Lamontagne Inc. is Ottawa's largest fee-based financial planning firm. We specialize in comprehensive financial planning and wealth management. We provide a broad range of services including financial planning, investment advisory services, tax ...”
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Boyd Financial
“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 your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
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Astrolabe Financial Group
- Retirement
- The Future
- Investments
“Alex put together an investment mix for us that maximized our returns over the years and reduced the taxes we would pay in retirement while using conservative estimates to mitigate risk.”
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Capcorp Financial Corporation
- Health Benefits
“We have been dealing with them for over a decade now and they continue to be just as responsive and dedicated to us since the day we started working together.”
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Zoho Financial
- Insurance
“Whether it's wealth and portfolio management, life and health insurance, or travel insurance, Harpreet has proven himself to be an exceptional professional.”
Retirement Planning and Investment Management Services in Carp, ON Cost Estimates
Why these companies made our list
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