Best Financial Advisors in Clarington, ON

“Their team's professionalism,  customer service centric focus, and their ability to match each client's needs with the best mortgage and investment options in the marketplace, definitely lead to a unique experience for each and everyone of their clie...”

“I have trusted Brandon with my investments and borrowing needs for many years, and as I come closer to retirement and having my children going in to post secondary school, my trust in him has been paid with a very solid and secure future.”

“Also, as someone who is younger and at an early stage of my career, I sometimes find financial professionals to be condescending as they assume I have little knowledge of personal financial topics.”

“When we first engaged with Clarissa she inherited less than optimal 'books' from our previous accountant (both business and personal).”

“Given my limited financial knowledge, he has been able to simplify all concepts and making it easier for me to understand and navigate through various financial matters.”

“Conor is a young professional with a long, bright future ahead of him at IG Wealth Management. His commitment to excellent client service and high-quality financial planning are outshone only by his dedication to putting the needs of clients first. C...”

“Mutual funds, and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exchange traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and regist...”

“Recommendation Our financial planning decisions are made after we conduct a thorough analysis of our client's financial status. Once this analysis is complete, discussed, and accepted, we move into the product recommendation phase, which is 100% gear...”

“Jackie and Stephen were incredibly helpful when we needed to coordinate the release of RRSP/investment funds for a down payment on our first home.”

“With over 30 years of experience, Mike McLaren is a Partner at Equity Associates Inc. as an independent financial consultant. Mike has his CPCA and CEA designations. Mike has been a long term member of Rotary International. Rotary helps, local, provi...”

“Suchan McQuaid Wealth Management is an organization that was formed in 2005. Richard Suchan and Brian McQuaid have many years of experience working together with clients in the financial services industry. Our friendly staff is experienced, reliable ...”

“Good financial advice now is more important than ever. With Professional Advice you will have the financial resources to realize your goals, archive your financial well-being and stay on track. I believe that my knowledge, experience, access to a sui...”

“Having been in the business since 2008, I am committed to my clients' short and long-term goals. I help clients achieve their financial security goals by providing professional in-depth analysis and an individually-tailored financial security plan th...”