Best Financial Advisors in Clarington, ON

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Clarington area.

Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(30)
Real Estate, Life and Disability Insurance, Financial Advisor Retirement Planning Services
“I also appreciate the personal care that is provided by all staff, and the periodic updates from Chad Harmer who shares his views as to where the economy is going and why they will emphasize certain markets and sectors over others.”
In Business Since 2019
Licensed
Transparent Fees & Pricing
Offers Financing Options
Serving Clarington Area
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LDR Financial - No Medical

LDR Financial - No Medical

(12)
“Our family has relied on Lee for many years for our insurance needs and when my father passed away the process of retrieving the insurance money when it was most needed was very smooth, which is extremely important when a family is grieving a loved o...”
In Business Since 2022
Remote Consultations Available
Free Initial Consultation
285 Taunton Rd E, Oshawa, ON L1G 3V2
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Unique Accounting Services

Unique Accounting Services

(11)
Small Business Accounting, Quickbooks, CFO Services
“I quickly learned that Mohamed is very happy to share his knowledge and no matter how busy he is, he always makes the time to talk, always calling me back promptly and we always have a good laugh!”
In Business Since 2015
Free Initial Consultation
909 Simcoe St N #200, Oshawa, ON L1G 4W1
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Inclusive Accounting

Inclusive Accounting

(7)
Accounting Services, Legal Services, Wealth Management
“When we first engaged with Clarissa she inherited less than optimal 'books' from our previous accountant (both business and personal).”
In Business Since 2016
73 Centre St S, Oshawa, ON L1H 4A1
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Dana Snedden CPA Professional Corporation

Dana Snedden CPA Professional Corporation

(10)
Accountingservices, Sole Proprietor HST Calculations, CRA Audit Support
“My daughter and I do legal bookkeeping for lawyers and we are so confident in Dana's abilities we recommend our clients go to her for their personal and business needs.”
In Business Since 2016
Free Initial Consultation
1077 Boundary Rd #207, Oshawa, ON L1J 8P8
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Lake Front Financial

Lake Front Financial

(1)
“Beautiful beach and park”
In Business Since 2010
Free Initial Consultation
737 Stone St, Oshawa, ON L1J 1A4
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Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(2)
“He tailored a plan that was best suited to me and it feels great to know that I have the protection and security I need going forward.”
In Business Since 2022
179 King St E Second Floor, Oshawa, ON L1H 1C2
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The Money Cafe Corporation

The Money Cafe Corporation

“As an Independent & Unbiased Financial Services Firm, We Have Access to Canada's Top Financial Services & Product Providers. This is One of the Reasons we Do Not Initially Focus on Products; Instead, we Focus on Addressing the Financial Concerns and/...”
In Business Since 2016
306-22 King St W, Oshawa, ON L1H 1A3
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IG Wealth Management - Conor Amyot

IG Wealth Management - Conor Amyot

“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...”
In Business Since 1995
1361 Grandview St N, Oshawa, ON L1K 0G1
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Adrian Short Cpa, Cga, CFP

Adrian Short Cpa, Cga, CFP

“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...”
In Business Since 2005
Licensed
14 Silver St, Bowmanville, ON L1C 3C3
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Roche Financial Group

Roche Financial Group

(1)
Belleville, Norland, Whitby
“But better safe than sorry for accuracy”
15+ Years Experience
946 Simcoe St N, Oshawa, ON L1G 4W2
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McLaren Wealth Management

McLaren Wealth Management

McLaren Wealth Management, Manage Subscriptions, Report This Content
“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...”
In Business Since 2021
58 Rossland Rd W suite 207, Oshawa, ON L1G 2V5
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Hillcrest Financial Group

Hillcrest Financial Group

(4)
“Hillcrest Financial Group handles all of my investments and financial needs with integrity, professionalism and a personal touch not experienced with other institutions.”
285 Taunton Rd E #101, Oshawa, ON L1G 3V2
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Finaid Financial Services

Finaid Financial Services

“If you are a business owner, the coordination of your personal and professional lives will help you to grow your business and take advantage from that. Last updates and new strategies can be used to help you effectively manage cash flow, credit and t...”
In Business Since 2017
Free Initial Consultation
29 Waverly St S, Oshawa, ON L1J 6Z1
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White R J Financial

White R J Financial

(1)
“Great professional and awesome service.”
226 Beatrice St W, Oshawa, ON L1G 7M9
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Kentris Financial Group of RBC Dominion Securities

Kentris Financial Group of RBC Dominion Securities

(1)
“Not only that, but he's open to any questions we have for him and takes the time to educate us so we're comfortable - I'm not sure many other advisors would do that.”
17 King St E 3rd Floor, Oshawa, ON L1H 1A8
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Suchan McQuaid Wealth Management

Suchan McQuaid Wealth Management

“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 ...”
In Business Since 2022
343 King St W, Oshawa, ON L1J 2J8
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Fred Cacciotti CLU

Fred Cacciotti CLU

315 Aspen Ct, Oshawa, ON L1G 6H7
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Durham Financial

Durham Financial

In Business Since 1998
58 Rossland Rd W Suite 216, Oshawa, ON L1G 2V5
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Insch Wealth Management

Insch Wealth Management

“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 financial planning, the more likely you are to reach your financial goals, and we're here to help you do that...”
In Business Since 2007
Serving Clarington Area
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RJY Wealth Management

RJY Wealth Management

“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...”
In Business Since 2021
Serving Clarington Area
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Specialty Wealth & Financial

Specialty Wealth & Financial

Business Owners / Professionals, Individuals / Families, Growing Your Wealth
“We understand your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or running a business, we will work with you to build the financial security plan that best fits your needs.”
In Business Since 2008
Serving Clarington Area
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GTP TAX Services Inc.

GTP TAX Services Inc.

(20)
Personal Tax, Filing US Taxes From Canada, Business Registration
“They were able to give us the clarity and information that we needed to file our taxes accurately and to maximize our return which is a process can be very confusing especially as a new business owner.”
In Business Since 2011
73 Old Kingston Rd, Ajax, ON L1T 3A6
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Donald R Dasti & Associates

Donald R Dasti & Associates

(1)
“Great costumer service”
In Business Since 1998
Free Initial Consultation
125 Mary St E, Whitby, ON L1N 2P3
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Retirement Planning and Investment Management Services in Clarington, ON Cost Estimates

Minimum cost
$1235
Maximum cost
$10496
National Average
$3705
Avg Per Hour Rates
$371
$2470
$6792
Fair price range is based on 315 cost profiles
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Average Cost $3705
Minimum cost $1235
Maximum cost $10496
Avg Per Hour Rates $371

Fair range $2470 to $6792 is based on 315 cost profiles.

Why these companies made our list

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