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

Been There Financial Planning

(5)
“William gave me advice that helped me save on taxes, and suggested an insurance strategy that helped me feel safer, as well as the maximum RRSP contributions that I should contribute to for my future.”
Coupons & Offers
In Business Since 2021
Transparent Fees & Pricing
Serving Clarence-Rockland Area
i
Solution Finance

Solution Finance

“The book is delivered through a combination of life lessons, practical techniques, financial tools, and common sense. The ultimate goal of the book is to help change one's mindset, as well as, changing habits towards achieving financial health.”
In Business Since 2008
Free Initial Consultation
Serving Clarence-Rockland Area
i
Pierre Dauth Financial Services

Pierre Dauth Financial Services

“Pourquoi faire affaire avec nous? Votre vie quotidienne est remplie. ⎮ Le temps accordé à la gestion de vos affaires est toujours celui dans lequel vous coupez. ⎮ Vous avez des objectifs, des rêves, mais vous ne savez pas quelle stratégie adopter pou...”
In Business Since 2022
Serving Clarence-Rockland Area
i
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
“Ludwik Klimkowski is the President of Moneyweb Financial Inc., a financial planning and investment service that keeps you informed and enables you to identify opportunities to protect and enhance your assets. He is a Certified Financial Planner and i...”
In Business Since 2000
Serving Clarence-Rockland Area
i
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 2011
Serving Clarence-Rockland Area
i
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
i
Access Capital Solutions

Access Capital Solutions

In Business Since 2018
Serving Clarence-Rockland Area
i
Retirement in View

Retirement in View

(30)
  • Decisions
  • Questions
  • Tax
“We were uncertain if we could afford to retire in 3 years and Ayana was able to show us different scenarios including retiring in a shorter period of time if desired.”
In Business Since 2016
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
i
MDL Financial Group

MDL Financial Group

(26)
Investment Management, Financial Planning, Home & Auto
“Gabriel is very knowledgeable about finances, gives solid advice with rationale and clear explanation, responds very quickly to emails and is very supportive.”
In Business Since 2014
Free Initial Consultation
78 George St Suite 204M, Ottawa, ON K1N 5W1
i
Forest Financial Planning

Forest Financial Planning

(22)
  • Questions
  • Understand
  • Goals
“It's important to note that Alex is paid simply for his advice--he's not trying to sell you things so he can get commission--you know you are getting good objective advice.”
In Business Since 2020
Transparent Fees & Pricing
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
i
Tohme Accounting

Tohme Accounting

(27)
US Tax Filling, Personal Taxes, Online Filing Gst, HST & QST
“Not only he respond and do his job in a effective and fast manner but he also doing constant follow-up with you to ensure that everything is completed.”
In Business Since 2019
Free Initial Consultation
Serving Clarence-Rockland Area
i
Ottawa Investment Advisor John Bruce

Ottawa Investment Advisor John Bruce

(30)
  • Solid
  • Results
  • Returns
“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.”
In Business Since 2002
Serving Clarence-Rockland Area
i
Life Insurance Ottawa

Life Insurance Ottawa

(29)
  • Insurance Policies
  • Price
  • Email
“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.”
In Business Since 2015
29 James St, Ottawa, ON K2P 0T4
i
Gamblingtaxes.ca

Gamblingtaxes.ca

(9)
  • Service
  • Casinos
“I would very highly recommend gambling taxes.”
In Business Since 2012
Free Initial Consultation
160 Bd de l'Hôpital #202, Gatineau, QC J8T 8J1
i
Exponent Investment Management

Exponent Investment Management

(5)
Portfolio Review, Financial Planning, EIM Partners Fund
“Benoit and the Ex-ponent team actually focus on finding the best investments rather than just selling mutual funds.”
Free Initial Consultation
15+ Years Experience
Transparent Fees & Pricing
Serving Clarence-Rockland Area
i
Henley Solutions

Henley Solutions

(15)
  • 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.”
In Business Since 2012
Serving Clarence-Rockland Area
i
Ottawa's Award Winning Financial Planner

Ottawa's Award Winning Financial Planner

(4)
“After doing a bit of initial research on my own, my real estate broker (and a personal friend) referred me to Andrew.”
In Business Since 2012
Free Initial Consultation
2100 Thurston Dr #13b, Ottawa, ON K1G 4K8
i
Patrick Dumond - Courtier Hypothécaire

Patrick Dumond - Courtier Hypothécaire

(5)
  • Team
  • Stress
  • Service
“Patrick was always a phone call away anytime we had questions throughout the process of purchasing our first home.”
In Business Since 1996
4 Rue de la Baie, Gatineau, QC J8T 3H3
i
Simpson Morden Financial Solutions / IPC Investment Corporation

Simpson Morden Financial Solutions / IPC Investment Corporation

(1)
Charitable Giving, Estate Planning, Tax Planning
“Steve Morden is fantastic”
In Business Since 2000
35 Antares Dr, Nepean, ON K2E 8B1
i
IPC Investment Corporation - Gerry Myers

IPC Investment Corporation - Gerry Myers

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 2014
35 Antares Dr, Nepean, ON K2E 8B1
i
IPC Investment Corporation - Ronald Mackillop

IPC Investment Corporation - Ronald Mackillop

Charitable Giving, Estate Planning, Tax Planning
“One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That's where independent advisors, like us, can help keep you on your financial course.”
In Business Since 2014
35 Antares Dr, Nepean, ON K2E 8B1
i
Simplicité Financière

Simplicité Financière

“Vos finances personnelles vous font sortir de votre zone de confort? Aucun problème, puisque faire affaire avec nous, c'est simple et c'est clair. Que ce soit pour protéger votre famille des imprévus ou pour investir dans vos projets futurs, nous pou...”
In Business Since 2014
492 Bd de l'Hôpital bureau 207, Gatineau, QC J8V 2P4
i
Equitable Financial Group

Equitable Financial Group

“We are passionate about small business. Our full suite of business services is specifically tailored to your business's situation, size, and budget to ensure that your business has what it needs to keep growing. We'll journey with you on the path to ...”
In Business Since 2021
2233 Prince of Wales Dr, Nepean, ON K2E 6Z8
i
Alex Hupé Labelle, Conseiller en Sécurité Financière

Alex Hupé Labelle, Conseiller en Sécurité Financière

“Fructifiez vos avoirs financiers aisément et sereinement : trouvez la meilleure voie Je vous offre mon expertise afin de vous éclairer sur vos choix d'investissements financiers. En partant de l'analyse de la situation, je vous aide à fixer un object...”
In Business Since 2018
455 Bd de la Gappe #301, Gatineau, Quebec J8T 0G1
i

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
Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top