Clarence-Rockland, ON

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Clarence-Rockland, ON
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Best Financial Advisors in Clarence-Rockland, ON

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Clarence-Rockland area.

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Been There Financial Planning

Been There Financial Planning

(8)
  • Tax
  • Savings
  • Meeting
“The investment of having William's planning sessions has already been paid back through choosing smarter financial options and will provide substantial returns for many years to come”
In Business Since 2021
Transparent Fees & Pricing
Serving Clarence-Rockland Area
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Solution Finance

Solution Finance

“Coaching and Mentorship provides personalized guidance to improve your credit management skills. This service includes one-on-one coaching and mentorship, helping you understand credit reports, scores, and strategies to enhance your creditworthiness....”
In Business Since 2008
Free Initial Consultation
Serving Clarence-Rockland Area
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Pierre Dauth Financial Services

Pierre Dauth Financial Services

(2)
“As customers we continue to be very well served by the entire team year after year.”
In Business Since 2010
Serving Clarence-Rockland Area
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Walker Financial Services

Walker Financial Services

(1)
“When we decided to buy a new boat, I spent hours on the phone with our banks and the rates and options we received were less than desired.”
Serving Clarence-Rockland Area
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IG Gestion Privée de Patrimoine -Équipe Tremblay

IG Gestion Privée de Patrimoine -Équipe Tremblay

“Êtes-vous parmi les 32 000 Canadiens ou Canadiennes qui devront le payer? De nombreuses personnes n'ont pas entendu parler de l'impôt minimum de remplacement (IMR), ce qui n'est pas surprenant lorsqu'on découvre que seul un petit pourcentage des cont...”
In Business Since 2020
103 Rue Georges Bureau 8, Gatineau, QC J8M 1A1
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Piyush Agrawal

Piyush Agrawal

352 Mishawashkode St, Orléans, ON K4A
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Moneyweb Financial

Moneyweb Financial

Checklist Iii: Optimizing THE Retirement MIX, Checklist I: Completing THE Retirement Plan AT Retirement, Checklist II: Completing THE Investment Plan AT Retirement
“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through AC...”
In Business Since 2000
Serving Clarence-Rockland Area
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J&G Lemieux

J&G Lemieux

“Our goal is to help you find or review your personal financial situation to get the best benefits at the best price possible. We shop around from all the top insurance carrier in Canada and we will provide you with service & local support on products...”
In Business Since 1999
Free Initial Consultation
Serving Clarence-Rockland Area
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Access Capital Solutions

Access Capital Solutions

Serving Clarence-Rockland Area
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IPC Investment Corporation - Guy Seguin

IPC Investment Corporation - Guy Seguin

Charitable Giving, Estate Planning, Tax Planning
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
In Business Since 2022
Serving Clarence-Rockland Area
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Retirement in View

Retirement in View

(38)
  • Decisions
  • Advice
  • Tax
“By the end of the meeting, we felt that Ayana clearly understood what we wanted to accomplish, and she outlined the scope of the services she was able to offer.”
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Exponent Investment Management

Exponent Investment Management

(4)
Portfolio Review, Financial Planning, EIM Partners Fund
“Clear helpful guidance for my retirement planning needs, long term goals and investments.”
In Business Since 2011
Transparent Fees & Pricing
Serving Clarence-Rockland Area
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PWL Capital

PWL Capital

(6)
Download Now, Services, Popular Resources
“The measured, thoughtful, research based approach to managing our portfolio has instilled a great deal of confidence in how our ongoing and long term financial health is being managed.”
In Business Since 1997
Serving Clarence-Rockland Area
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Gamblingtaxes.ca

Gamblingtaxes.ca

(50)
  • Resident
  • Company
  • Gain
“This Company has provided an invaluable service of recovering retained earnings by negotiating our way through a complex bureaucracy process designed only to keep them from non-US citizens.”
In Business Since 2012
Free Initial Consultation
160 Bd de l'Hôpital #202, Gatineau, QC J8T 8J1
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Jubilee Financials Limited

Jubilee Financials Limited

(50)
  • Stress
  • Expertise
  • Guide
“Sohil was very helpful in both explaining various nuances of Travel Insurance and also successful in finding the best policy for Travel Emergency Medical for myself and my wife.”
In Business Since 2021
Emergency Services
107 Angelonia Cres, Ottawa, ON K1T 0Y6
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Patrick Dumond - Courtier Hypothécaire

Patrick Dumond - Courtier Hypothécaire

(50)
  • Purchase
  • Questions
  • Fantastic
“They will be able to support you, answer your questions and reassure you in a process as important as the purchase of a first property or other services linked to the complex area of ​​mortgage service.”
In Business Since 1996
4 Rue de la Baie, Gatineau, QC J8T 3H3
Featured

Quelle belle année 2022 ! Après seulement 2 ans auprès du plus gros cabinet hypothécaire du Québec : Top 20 Individuel 🏆 Top 5 Équipe 💪🏻 Un gros merci à toute l’équipe, nombreux clients, courtiers, prêteurs et partenaires pour votre précieuse confiance ! Ce résultat en est un d’équipe : merci spécial à Pierre Charbonneau et Nick Mitritsakis pour votre soutien à tous les jours. À Julie Lebel, Roy Nakhal et Mikey Elias pour votre précieux partenariat. Finalement, je suis très reconnaissant Vincent Déziel et Kevin Goolab de la Scotia pour ce beau voyage j’ai eu la chance de gagner lors de notre kick-off. Ce n’est pas fini : le meilleur est à venir !

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MDL Financial Group

MDL Financial Group

(37)
Investment Management, Financial Planning, Home & Auto
“I have worked for public and private organizations my entire career and to some extent this (insurance, benefits, retirement plan) has always been taken care of for me...”
Family Business
In Business Since 2014
Free Initial Consultation
78 George St Suite 204M, Ottawa, ON K1N 5W1
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Forest Financial Planning

Forest Financial Planning

(33)
Virtual Consultation
“He took his time to listen are learn about our situation and was able give us a good idea of what we can do with various options that covered several scenarios.”
Transparent Fees & Pricing
Remote Consultations Available
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
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Ottawa Investment Advisor John Bruce

Ottawa Investment Advisor John Bruce

(41)
  • Tuition
  • Understand
  • Registered Retirement Savings Plan
“He takes time to explain and simplify concepts and notions that aren't so easy to understand which is why we would highly recommend him to anyone that is looking for an investment advisor.”
Serving Clarence-Rockland Area
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Tremblay Solutions Financières Inc

Tremblay Solutions Financières Inc

(30)
  • Knowledge
  • Service
  • Trust
“I have great confidence in Frédérick Tremblay Financial Solutions.”
492 Bd de l'Hôpital, Gatineau, QC J8V 2P4
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Tohme Accounting

Tohme Accounting

(31)
US Tax Filling, Personal Taxes, Online Filing Gst, HST & QST
“One thing that stands out the most to me is he doesn't make you feel like just a number no matter how small or big your business is he gives you the same attention, professionalism and guidance.”
In Business Since 2019
Free Initial Consultation
Serving Clarence-Rockland Area
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Gestalt Groupe Financier

Gestalt Groupe Financier

(18)
Personnel, Corporatif
“I was referred to the Gestalt group through a friend who said she was very satisfied with the service, the advice and, above all, the profitability that her investments generated.”
In Business Since 2018
160 Bd de l'Hôpital suite 203, Gatineau, QC J8T 8J1
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Armand Bussiere

Armand Bussiere

(16)
  • Financial
  • Needs
“Armand helped us understand the mortgage process and explain everything in easy-to-understand terms instead of the common jargon we heard from other lenders.”
In Business Since 2013
Offers Financing Options
1730 St. Laurent Blvd Suite # 800, Ottawa, ON K1G 5L1
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Multi-Prêts Hypothèques Gatineau - Équipe Expert

Multi-Prêts Hypothèques Gatineau - Équipe Expert

(11)
  • Service
“Always available for a call and competitive rates”
Offers Financing Options
In Business Since 1996
Transparent Fees & Pricing
4 Rue de la Baie, Gatineau, QC J8T 3H3
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Retirement Planning and Investment Management Services in Clarence-Rockland, ON Cost Estimates

Minimum cost
$1209
Maximum cost
$10275
National Average
$3627
Avg Per Hour Rates
$363
$2418
$6649
Typical price range is based on 280 cost profiles
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Average Cost $3627
Minimum cost $1209
Maximum cost $10275
Avg Per Hour Rates $363

Typical range $2418 to $6649 is based on 280 cost profiles.

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