Collingwood, ON

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Collingwood, ON
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Best Financial Advisors in Collingwood, ON

The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Collingwood area.

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Bluerock Wealth Management

Bluerock Wealth Management

“At BlueRock Wealth Management Inc., our mission is to provide comfortable solid advice that fits your personal or business roadmap. Our clients are serious about their future, whether they're new to financial planning or knowledgeable about investmen...”
Coupons & Offers
115 Hurontario St Ste 201, Collingwood, ON L9Y 2L9
Featured

At BlueRock Wealth Management Inc., we recommend investing in Disability Insurance, so you are able to receive the income needed to support yourself and your family members in the wake of an inopportune situation. For more information about how we can assist you, please don’t hesitate to reach out to us.

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The Financial Centre of Collingwood

The Financial Centre of Collingwood

(3)
“Very professional Staff and friendly …”
Transparent Fees & Pricing
59 Hurontario St, Collingwood, ON L9Y 2L7
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Jaguar Capital

Jaguar Capital

(1)
Financial Management, Jaguar Capital’s Success, Governance
“Jaguar Capital, led by Gerard Buckley, is an invaluable resource for growth companies that want to continue stable growth by ensuring that a proper governance structure is in place.”
Admiral Building, 1 First St Suite 220-36, Collingwood, ON L9Y 1A1
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Fraser Willson Cfp, CIM - Cibc Wood Gundy

Fraser Willson Cfp, CIM - Cibc Wood Gundy

“CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a divisio...”
In Business Since 1993
1 Hume St Suite 103, Collingwood, ON L9Y 0X3
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First Affiliated

First Affiliated

“Financial wealth is wonderful – but can create daunting complexities for even the most financially astute. Guidance is required from many advisors (i.e. legal, insurance, financial, investment, tax), but often lacks strategic integration. Marketing a...”
In Business Since 2001
21 Fourth St E, Collingwood, ON L9Y 1T2
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Team Approach Planning

Team Approach Planning

“Brian's favourite medium for painting is water colour. His themes often depict people, landscapes, and water. His passion for painting, coupled with his friendly and caring personality, have been catalysts in triggering the demand for his work. He ha...”
450 Hume St, Collingwood, ON L9Y 1W8
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Assante Capital Management

Assante Capital Management

In Business Since 2014
142 Hume St, Collingwood, ON L9Y 1V5
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Tundra

Tundra

Emergency Management, Training, Industrial Safety & Maintenance
“Tundra assists both individuals and organizations navigate their exposure to risk organizational risks, particularly in relation to working in emerging and frontier market situations. These services includes due diligence services on project business...”
Serving Collingwood Area
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Wasaga Tax & Accounting

Wasaga Tax & Accounting

(9)
Personal Income Tax, RSP Savings Assessments, Business Accounting
“Great little place, quick and professional, long time customer”
In Business Since 2012
Serving Collingwood Area
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Walker Financial Services

Walker Financial Services

(3)
  • Boat
“They made the process very simple from day one we were pre approved over the phone in a matter of minutes.”
In Business Since 2000
Serving Collingwood Area
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Gardhouse Financial Counsel

Gardhouse Financial Counsel

(10)
Rates, Small Business Financial Services, Personal Financial Services and Products
“I found that going with Gardhouse was way easier (I was able to submit a lot of the stuff via email) and my return was way better than before - not sure if it was magic or if they found things that HR Block missed.”
Transparent Fees & Pricing
In Business Since 2011
Serving Collingwood Area
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Infinite Financial

Infinite Financial

(16)
  • Knowledge
  • Questions
  • Family
“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”
In Business Since 2010
387 Mapleview Dr W, Barrie, ON L4N 9G4
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Alliston Financial - Investment Planning Counsel

Alliston Financial - Investment Planning Counsel

(1)
“Anytime I need support they're there to help me!”
Transparent Fees & Pricing
In Business Since 2010
180 Parsons Rd Unit 13, Alliston, ON L9R
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Corporate Solutions

Corporate Solutions

(1)
Shareholder Planning, Tax Planning, Presentations
“They clearly care about their clients and understand the intregal role insurance has when creating, maintaining and passing on wealth.”
543 Yonge St, Midland, ON L4R 2C6
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Morgan & Partners

Morgan & Partners

“We take an individualized approach to each financial situation we encounter and provide a solution that will match your specific needs and financial constraints. In addition to our personalized approach, we are also able to provide flexible schedulin...”
Coupons & Offers
In Business Since 2007
4 Cedar Pointe Dr unit j, Barrie, ON L4N 5R7
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Aimee Lococo-Sarabura, CPA

Aimee Lococo-Sarabura, CPA

(5)
Bookkeeping Services, Tax Services, Accounting Services
“I've referred her to many friends and will continue to do so!”
In Business Since 2019
Serving Collingwood Area
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RBA Financial Group

RBA Financial Group

“We use an active, hands-on approach that takes into account how changing one element of your finances affects other aspects. That is how we identify the optimum way to get the best overall results, whether it involves capital gains harvesting, RIF de...”
In Business Since 1999
Serving Collingwood Area
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Blair Stotesbury, Chartered Professional Accountant

Blair Stotesbury, Chartered Professional Accountant

(1)
Estates & Trusts, Business Planning, Financial Planning
“Excellent skill and very friendly.”
In Business Since 2007
Serving Collingwood Area
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4 Pillars Consulting - Debt Relief Specialists

4 Pillars Consulting - Debt Relief Specialists

(6)
“If you are holding off in making a decision towards dealing with debt, hold off no more.”
54 Cedar Pointe Dr Unit #1207, Barrie, ON L4N 5R7
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Lilley Financial Group

Lilley Financial Group

(1)
“Worked with Mike, he was very professional, and always available anytime I called.”
Serving Collingwood Area
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Simcoe Wealth | Manulife Wealth

Simcoe Wealth | Manulife Wealth

“Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Simcoe Wealth is a trade name used for dealer business only. Insurance products and services are offered thro...”
In Business Since 2021
531 Bayfield St Unit 110B, Barrie, ON L4M 4Z9
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Perri Financial Services

Perri Financial Services

62 Northview Crescent, Barrie, ON L4N 9T5
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Stonehedge Financial - Sterling Mutuals

Stonehedge Financial - Sterling Mutuals

“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...”
Serving Collingwood Area
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Green Peak Securities

Green Peak Securities

“I retired in 2010, and we had a lot of financial decisions to make. Glen Izzard helped us set up our LIF & RIFFs, and helped organize our existing accounts. My wife retired in 2013 when her RRSP was converted to a RIFF. We are so grateful to have Gle...”
Serving Collingwood Area
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Retirement Planning and Investment Management Services in Collingwood, ON Cost Estimates

Minimum cost
$1207
Maximum cost
$10254
National Average
$3619
Avg Per Hour Rates
$362
$2413
$6635
Average price range is based on 285 cost profiles
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Average Cost $3619
Minimum cost $1207
Maximum cost $10254
Avg Per Hour Rates $362

Average range $2413 to $6635 is based on 285 cost profiles.

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Wealth Management Advisors near Collingwood

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