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Been There Financial Planning

(6)

Savings

“My Financial Planner worked with me to prepare a clear spending plan that balances my life, reduces my stress level, and helps me eliminate my debt over time.”

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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....”

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Pierre Dauth Financial Services

(2)

“As customers we continue to be very well served by the entire team year after year.”

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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.”

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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...”

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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...”

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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...”

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Access Capital Solutions

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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.”

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Retirement in View

(37)

Decisions
Questions
Tax

“We also felt really comfortable not only with the advice we were getting, but also during our appointments, since she was not trying to sell us any products.”

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Gamblingtaxes.ca

(50)

Communication
Company
Cost

“Very satisfied with the work of the Taxedejeu team, the file was resolved in record time, thank you to Philippe for his excellent work and I recommend to all of you to do business with the team.”

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Jubilee Financials Limited

(50)

Term Life Insurance
Visa
Industry

“Sohil has access to all the insurance companies in Canada and is well-versed in their policy wordings, exclusions, and other important details that we can easily miss out on.”

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Patrick Dumond - Courtier Hypothécaire

(50)

Property
Questions
Everything

“My girlfriend and I are very satisfied with the handling of the file, the follow-ups carried out as well as the explanations provided throughout the process of purchasing my first house.”

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MDL Financial Group

(36)

Investment Management, Financial Planning, Home & Auto

“They truly take the time to get to know their clients which gives us confidence that not only our financial goals are well understood but also our level of comfort.”

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Ottawa Investment Advisor John Bruce

(41)

Trading
Understand
Solid

“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.”

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Forest Financial Planning

(27)

Investment
Commission
Goals

“He was clear about what he would deliver, was very responsive to communication, explained everything I had questions about, and met with me multiple times during the process.”

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Tremblay Solutions Financières Inc

(30)

Service
Trust

“I have great confidence in Frédérick Tremblay Financial Solutions.”

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Tohme Accounting

(29)

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.”

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Gestalt Groupe Financier

(17)

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.”

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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.”

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Life Insurance Ottawa

(28)

Insurance Policies
Price
Professional

“Gord responded to our request for a quote quickly and talked us through our family's life insurance needs, providing thorough explanations and answering all our questions.”

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Multi-Prêts Hypothèques Gatineau - Équipe Expert

(11)

Service

“Always available for a call and competitive rates”

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Henley Solutions

(16)

Broker
Questions
Insurance

“Gord was pleasant to deal with, given my lack of knowledge I found him to be very patient with me and provide me with answers to my questions in a timely fashion.”

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Clarity Divorce Centre

(19)

Relationship
Information
Tools

“The qualified, dedicated and caring people at Clarity gave us the space, time and tools to deal with our unique situation in a customized and effective way.”

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Average Cost	$3627
Minimum cost	$1209
Maximum cost	$10275
Avg Per Hour Rates	$363

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.

Been There Financial Planning

Solution Finance

Pierre Dauth Financial Services

Walker Financial Services

IG Gestion Privée de Patrimoine -Équipe Tremblay

J&G Lemieux

Moneyweb Financial

Access Capital Solutions

IPC Investment Corporation - Guy Seguin

Retirement in View

Gamblingtaxes.ca

Jubilee Financials Limited

Patrick Dumond - Courtier Hypothécaire

MDL Financial Group

Ottawa Investment Advisor John Bruce

Forest Financial Planning

Tremblay Solutions Financières Inc

Tohme Accounting

Gestalt Groupe Financier

Armand Bussiere

Life Insurance Ottawa

Multi-Prêts Hypothèques Gatineau - Équipe Expert

Henley Solutions

Clarity Divorce Centre

Retirement Planning and Investment Management Services in Clarence-Rockland, ON Cost Estimates

Why these companies made our list

Wealth Management Advisors near Clarence-Rockland

Popular in Clarence-Rockland