Best Financial Advisors in Collingwood, ON

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

Amlb Cpas and Consulting

Amlb Cpas and Consulting

(22)
Financial Planning, Doctors & Dentists, Tax
“If you are looking for support with strategic and operational planning, budgeting, financial reporting or need advice on your financial processes, I would highly recommend that you consider AMLB to support your business.”
Remote Consultations Available
In Business Since 2019
Serving Collingwood Area
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(16)
Dispute/Divorce Mediation, Mortgage & Loans, Real Estate Law
“I met Anup at the Health and Wellness Expo, I was not planning to leave this event with a financial advisor but that was the most valuable thing I took away from it.”
In Business Since 2015
45B West Wilmot St suite 208b, Richmond Hill, ON L4B 2P3
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Kurt Rosentreter Financial Advisor and Wealth Management

Kurt Rosentreter Financial Advisor and Wealth Management

(10)
Divorce Financial Planning, Insurance Planning, Investment Advisory
“Customizes everything to your specific circumstances and isn't afraid to call you out when you're contemplating a financial decision that you're not understanding from all angles.”
In Business Since 2003
2848 Bloor St W, Etobicoke, ON M8X 1A9
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Francinedick-Certified Financial Planner

Francinedick-Certified Financial Planner

(11)
  • Planning
  • Management
  • Retirement
“While I consider myself a fairly prudent budgeter in the here and now, I didn't really have a good grasp of planning for the future and saving for retirement.”
In Business Since 2016
25 Wright Ave, Toronto, ON M6R 1K9
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Protect Financial

Protect Financial

(1)
“Very knowledgeable Advisor”
Free Initial Consultation
In Business Since 2013
101 Duncan Mill Rd Unit 103, North York, ON M3B 1Z3
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Ironshield Financial Planning

Ironshield Financial Planning

(1)
Comprehensive Programs, à la Carte Programs, Offering
“Coming in today got my pedicure done.”
In Business Since 2000
1460 The Queensway, Etobicoke, ON M8Z 1S4
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Canadian Debt Advisors

Canadian Debt Advisors

(18)
  • Company
  • Financial
“She helped us a great deal by explaining the correct way to act to achieve the best results, handled documents and negotiations with the banks and trustee.”
Coupons & Offers
Free Initial Consultation
In Business Since 2013
1000 Finch Ave W Suite 508, North York, ON M3J 2V5
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Steve Welker and Company

Steve Welker and Company

(30)
  • Call
  • Worry
  • Team
“When I had applied I didn't know what to expect they took the time to explain and found an amazing plan to help me fix my credit and such a young age.”
Licensed, BBB Accredited
In Business Since 2015
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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Objective Financial Partners

Objective Financial Partners

(30)
Services For Other Professionals, Tax Planning and Preparation, Paraplanning and Outsourced Financial Planning
“Brenda in particular has worked tirelessly to help us set up our financial goals and has been incredibly helpful, offering advice on a wide range of subjects!”
CGA Certified
Transparent Fees & Pricing
In Business Since 2012
Remote Consultations Available
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Tembo Financial

Tembo Financial

(30)
Stop Power of Sale, Debt Consolidation Loans Ontario, Home Renovation Loans Ontario
“They are extremely, knowledgeable, honest, thorough, and very professional They go above and beyond and always respond to calls and emails in a timely fashion.”
Offers Financing Options
In Business Since 2014
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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The Accounting Doc

The Accounting Doc

(23)
More Services, Specialized Services
“I just moved to Canada from India and Adnan from the Accounting Doc helped me understand how businesses work in Canada prior to arriving in Toronto via phone consult.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2019
1465 Pickering Pkwy Unit 100, Pickering, ON L1V 7G7
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Grant Matossian, Cga, CFP

Grant Matossian, Cga, CFP

(30)
Non Resident Tax Returns, Estate Planning, Financial Statement Preparation & Corporate Tax, Personal & Corporate Financial Planning
“Grant is professional and has great Tax knowledge (for residents and nonresidents), He will patiently guide you thru all the steps and provide the best recommendation.”
In Business Since 2009
20 Amber St #6, Markham, ON L3R 5P4
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Accounting Mississauga - Billah Accounting & Bookkeeping Services

Accounting Mississauga - Billah Accounting & Bookkeeping Services

(30)
Business Accounting, Rental Income Tax, Financial Statement Review
“Naeem is always on hand to answer any questions and is fast, efficient, with amazing attention to detail, and of course is always suggesting ideas on how to save money and grow.”
In Business Since 2014
5015 Maingate Dr #2a, Mississauga, ON L4W 1G4
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Sharptax Consulting

Sharptax Consulting

(30)
Business Services, Financial Planning, Tax and Accounting
“We are well taken care of, and the service is on time, given with full accountability and respect to our wishes and we would recommend everyone to use them.”
In Business Since 2017
12 Northvale Rd, Markham, ON L6B 1G4
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Calum Ross - the Mortgage Management Group

Calum Ross - the Mortgage Management Group

(30)
  • Expert
  • Interest
  • Professional
“Calum Ross is one of the most intelligent people I know, but with a talent for explaining financial complexities in such a way that the ordinary person can understand.”
Offers Financing Options
In Business Since 2004
3280 Bloor St W 12h Floor, Etobicoke, ON M8X 2X3
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(30)
Govern Compliance & CRA Representation, Business Registration, Mortgage and Loans
“And as according the advice of a friend, while I contacted the Reliable AOC team, they did great, they were really of high updated knowledge and information and helped me with my accounting deals very well and handed me the best guidance regarding my...”
In Business Since 2009
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Fortax

Fortax

(26)
Insurance, Tax Preparation, Wealth Management
“In every step of my life here in Canada as a student and a young professional they helped me so much by getting my taxes done in a seamless and professional manner.”
Free Initial Consultation
In Business Since 2014
2 St Clair Ave W 18th Floor, Toronto, ON M4V 1L5
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(30)
Realtors & Prec, Real Estate Investors, Small Businesses
“Joe and the team at Rethink CPA have gone above and beyond when it comes to helping explain different options and opportunities for the more unique scenarios I've encountered.”
In Business Since 2020
95 Mural St Suite 600, Richmond Hill, ON L4B 3G2
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Etaxcan

Etaxcan

(29)
Tax Planning / Financial Planning, Corporate Tax Returns, Accounting & Book Keeping
“Sat down today with Suthakaran and he's very good and knowledgeable.”
In Business Since 2021
10 Milner Business Ct #300, Scarborough, ON M1B 3C6
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Empireone Credit Solutions

Empireone Credit Solutions

(29)
  • Mind
  • Worries
  • Financial
“I refer clients to her all the time, she is very professional and empathic, helping those that are in debt and need to see the light at the end of the tunnel.”
Free Initial Consultation
In Business Since 2021
250 Consumers Rd Suite 810, Toronto, ON M2J 4V6
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Filing Taxes

Filing Taxes

(24)
  • CRA
  • Team
  • File
“Salman Is very professional person who knows how to do work and take care of individual and corporate taxes I will recommend him for all ur taxes needs.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2020
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(28)
“When I walk into your office, you were able to show me through your communication and professionalism that you are not an accountant who deals only with numbers, but with clients as well.”
Free Initial Consultation
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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Harris & Partners

Harris & Partners

(22)
Debt Consolidation, File A Proposal, File Bankruptcy
“Unbelievable, All my debt are gone now and I feel like I'm free, thanks Osman Ali for all you did for me, at the first time it's even hard to believe that was real, but it's real and easy.”
Free Initial Consultation
In Business Since 2013
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Bellwether Family Wealth

Bellwether Family Wealth

(30)
  • Knowledge
  • Goals
  • Team
“When I talked to Richard at Beaches about my current financial plan (or lack thereof) he was super approachable and broke it down to me in a way that fit my needs.”
In Business Since 2010
170 The Donway W Suite 205, North York, ON M3C 2J2
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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.

Why these companies made our list

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