The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Dundas area.
Learn how we score.
Prominent finalists A-Z in Dundas
Accountant on Call | Reliable AOC
Accounting Plus Financial Services
Annex Financial Services
Atlas Law Group
Banks Financial
Broughton Financial
Claymore Financial Group
DLC – Team Mortgage Assurance
Etaxcan
Express Financial Services
First Capital Financial
Greg Salter Cfp,rrc Apex Investments
Harris & Partners
Igneski Financial
Jeff Salter Aligned Capital Partners
KFB Financial Services
Objective Financial Partners
Plan2bewealthy + Tax & Planning Group
R.W. Penson Financial and Worldsource Financial Management
Steve Welker and Company
Tembo Financial
Vanveen Financial
Zach Kirkby Cfp, RRC
iA Private Wealth
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Igneski Financial
(29)
Management
Plan
Resp
“Louie is great and very knowledgeable, he believes in sharing info so that you know exactly what the best options are for you and where you want to be in life.”
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First Capital Financial
(1)
Learning & Support, The Next Program, Wealth Management
“As always been very responsive.”
i
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KFB Financial Services
(1)
“I recently contacted KFB for financial advice relating to mortgages and debt and the team was extremely helpful and knowledgeable walking me through some options and explaining the pros and cons.”
i
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Banks Financial
(1)
“Roger and staff are very obliging.”
i
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Claymore Financial Group
(1)
“They helped my family for over 20 yrs , my parents started out and now I hope to continue with my financial future .”
i
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Annex Financial Services
(1)
“Great service.”
i
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Plan2bewealthy + Tax & Planning Group
(8)
Taxes
“Mike was very helpful with filing my taxes.”
i
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Jeff Salter Aligned Capital Partners
“I have been dealing with Greg for many years and very happy with his service.”
i
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Greg Salter Cfp,rrc Apex Investments
“Dear friends, We hope this letter finds you well. Since our last correspondence, we have witnessed the failure of a few small U.S. banks, including Silicon Valley Bank (SVB) and uncertainty lingers about the U.S. and European banking systems. Some in...”
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Broughton Financial
“We've spent decades perfecting the art of financial planning for families just like yours. Our core values revolve around being client-focused, fostering genuine connections, and upholding unwavering integrity. We want you to feel confident in the be...”
i
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Express Financial Services
i
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Zach Kirkby Cfp, RRC
“With an enhanced team-based approach that provides both local and national industry expertise, we provide you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your uni...”
i
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R.W. Penson Financial and Worldsource Financial Management
Segregated Funds, Rrsp’s, Group Rrsp’s and Pensions
“With experience as an advisor since 1989 working with business owners and professionals, families and individuals, I pride myself on offering simple solutions to often complicated insurance, investment, retirement, estate, and tax planning problems. ...”
i
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Vanveen Financial
Tax Planning, Private Wealth, Estate Planning
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
i
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IA Private Wealth
Services, Wealth Solutions, Process
“Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection ...”
“I'm able to close my first deal with in first month with the support and knowledge shared by Ram…All the best to Ram, Rabbiya and Mortgage Assurance Team!!!”
i
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Steve Welker and Company
(49)
Sleep
Understanding
Meeting
“Your company is a lifesaver and I know you're going to help many many people and I still hope that I'm one of the ones that can go to the end and have a good outcome.”
“Both were incredibly approachable and thorough, going above and beyond to answer my questions and prepare a plan that allowed me to get the clarity and information I needed to make the financial decisions I was seeking to make.”
i
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Accountant on Call | Reliable AOC
(50)
Financial Services, Business Registration, Accountant on Call
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
“On two occasions after the sale of our home they helped us receive the financing we needed to push forward in relocating from Ontario to Prince Edward Island.”
i
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Lexaltico
(49)
Canadian Relocation Package, Real Estate Services, Immigration Services
“With our best interests in mind, as well as offering reasonable and affordable legal services, ALG has exceeded all expectations and made our journey serene.”
i
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Accounting Plus Financial Services
(49)
Personal Tax, Virtual Personal Tax Returns, Business Advisory & Tax Planning
“Despite having some unique accounting needs, the team at Accounting Plus has consistently delivered excellent, professional service and at a very reasonable cost.”
i
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Harris & Partners
(46)
Debt Relief Services, Debt Relief For Businesses
“Liza was super helpful in getting my debt relief setup so I could still afford all my other bills as well as just going above an beyond what she needed to do!!!”
“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”
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Retirement Planning and Investment Management Services in Dundas, ON Cost Estimates