Clarington, ON

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Clarington, ON
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Best Financial Advisors in Clarington, ON

Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Clarington area, discover the top 5 elite providers among the selected group of 24 finalists.

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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(50)
Real Estate, Life and Disability Insurance, Financial Advisor Retirement Planning Services
“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...”
In Business Since 2019
Licensed
Transparent Fees & Pricing
Offers Financing Options
9015 Mosport Rd, Clarington, ON L0B 1M0
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Financial Planner I B G Financial Corp. I the Max Financial

Financial Planner I B G Financial Corp. I the Max Financial

(43)
  • Family
  • Goals
  • Financial Services
“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.”
158 Centre St S, Oshawa, ON L1H 4A4
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Larmond Risk Management Insurance

Larmond Risk Management Insurance

(19)
  • Team
  • Financial
  • Policy
“I was picking between two brokers and ultimately decided to work with Chad as I felt he would provide me a more comprehensive assessment of my insurance needs, including identifying products and features that I may not be aware of, and I am glad I ma...”
Family Business
187 King St E Suite 101, Oshawa, ON L1H 1C2
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Unique Accounting Services

Unique Accounting Services

(13)
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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Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(11)
  • Advisor
  • Concepts
  • The Future
“My wife and I are so pleased to be dealing with a financial advisor that not only has intense passion for what he does, Johnathan is very good at explaining it to us on our path to a comfortable retirement”
In Business Since 2022
179 King St E Second Floor, Oshawa, ON L1H 1C2
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
97.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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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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The Money Cafe Corporation

The Money Cafe Corporation

“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...”
306-22 King St W, Oshawa, ON L1H 1A3
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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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Insch Wealth Management

Insch Wealth Management

(2)
“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.”
In Business Since 2007
Serving Clarington Area
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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...”
285 Taunton Rd E Suite 102, Oshawa, ON L1G 3V2
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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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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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Goals Based Financial Planning

Goals Based Financial Planning

1077 Boundary Rd #207, Oshawa, ON L1J 8P8
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Finaid Financial Services

Finaid Financial Services

“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...”
29 Waverly St S, Oshawa, ON L1J 6Z1
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On Point Wealth & Risk Management

On Point Wealth & Risk Management

“Insurance products, including segregated fund policies, are offered through On Point Wealth and Risk Management Inc., and investment Representatives Steve Code, Ben Deith, Chris Stoyko, Stephen Brumm and Peter Killam offer mutual funds and referral a...”
29 Scugog St, Bowmanville, ON L1C 3H7
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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...”
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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Anna Armata - Chartered Professional Accountant

Anna Armata - Chartered Professional Accountant

(15)
  • Work
“Not only did Anna finish my taxes in a timely manner, but she informed me of everything that my previous accountant did wrong and helped me resolve them by explaining to me with what I should do to avoid those mistakes in the future.”
In Business Since 2012
Free Initial Consultation
39 Napiermews Dr, Ajax, ON L1T 0C9
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GTP TAX Services Inc.

GTP TAX Services Inc.

(27)
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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The Genesis Group

The Genesis Group

(21)
  • Team
  • Relationships
  • Industry
“Genesis financial is professional and works hard for there clients , they were able to help me secure a great mortage at the last minute after the first mortgage broker I was working with was unable to produce a commitment in time , genesis came thro...”
Transparent Fees & Pricing
Offers Financing Options
Coupons & Offers
Free Initial Consultation
Westney Road South, Ajax, ON, L1S 6W7
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A la Carte Financial

A la Carte Financial

(21)
  • Budget
  • Plan
  • Life
“Her services can help at any stage of life, just starting out and needing to budget for the first time, craziness of family and too many accounts to keep track of, Sunny can sort through and help you get organized, not sure if you can retire sitting ...”
230 Westney Rd S unit#305, Ajax, ON L1S 7J5
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Money Navigator International

Money Navigator International

(16)
Coaching, Speaking
“This workshop was filled with valuable reminders of what good business practices are, practical tips on how to not only make money but to, more importantly, make a profit and sound advice on how to make the right decisions that will lead to sustainab...”
In Business Since 2018
1315 Pickering Pkwy suite 300, Pickering, ON L1V 7G5
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Akons Associates

Akons Associates

(15)
  • Questions
  • Stress
  • Information
“Ajay is a very nice person, did my personal and business tax very fast and accurate, i would definitely recommend him and he will have my business for many years to come.”
In Business Since 2016
1315 Pickering Pkwy suite 300, Pickering, ON L1V 7G5
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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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Wealth Management Advisors near Clarington

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