Dundas, ON

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Dundas, ON
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Best Financial Advisors in Dundas, ON

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Dundas area.

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LGC Smithers

LGC Smithers

(49)
  • Individual
  • Planning
  • Tax Advice
“I have been a client of LGC Smithers for many years now and have always been very happy with service and care I get there so much so that my family members have also become clients of Larry's.”
In Business Since 2001
Free Initial Consultation
89 King St W Suite 104,105,106, Dundas, ON L9H 1V1
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Igneski Financial

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.”
In Business Since 2006
50 Coreslab Dr, Dundas, ON L9H 0B2
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First Capital Financial

First Capital Financial

(1)
Learning & Support, The Next Program, Wealth Management
“As always been very responsive.”
50 Coreslab Dr, Dundas, ON L9H 0B2
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Claymore Financial Group

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 .”
Remote Consultations Available
50 Coreslab Dr, Dundas, ON L9H 0B2
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Banks Financial

Banks Financial

(1)
“Roger and staff are very obliging.”
50 Coreslab Dr, Dundas, ON L9H 0B2
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IPC Investment Corporation - Ken Vanderlaan

IPC Investment Corporation - Ken Vanderlaan

Estate Planning, Cash & Credit Management, Tax 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.”
In Business Since 2000
Transparent Fees & Pricing
59 Kirby Ave Unit 1, Dundas, ON L9H 6P3
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Plan2bewealthy + Tax & Planning Group

Plan2bewealthy + Tax & Planning Group

(8)
  • Taxes
“Mike was very helpful with filing my taxes.”
7 Innovation Dr Unit 102, Dundas, ON L9H 7H9
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Pension Solutions Canada

Pension Solutions Canada

“If you plan on retiring in 2024, book a free strategy call with Certified Financial Planner, Bruce Youngblud. Get a second opinion from a CFP! He can advise you on pensions, retirement planning, tax planning and estate planning so you can enjoy retir...”
25+ Years Experience
EXPERTS Certified
Transparent Fees & Pricing
115 King St W Suite 204A, Dundas, ON L9H 1V1
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Broughton Financial

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...”
50 Coreslab Dr, Dundas, ON L9H 0B2
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Express Financial Services

Express Financial Services

2087 Dundas St E Unit 105, Mississauga, ON L4X 2W7
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IPC Securities Corporation - Thie Convery

IPC Securities Corporation - Thie Convery

““We have learned a lot from Thie. She encourages us to call anytime if we have questions or concerns about anything. She never makes you feel like a question is trivial. She has explained different options or offers that might be available to us, and...”
In Business Since 2009
229 King St W, Dundas, ON L9H 1V6
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R.W. Penson Financial and Worldsource Financial Management

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. ...”
In Business Since 2007
Family Business
50 Coreslab Dr, Dundas, ON L9H 0B2
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Vanveen Financial

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.”
In Business Since 2017
Transparent Fees & Pricing
2087 Dundas St E, Mississauga, ON L4X 2V7
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Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(50)
  • Integrity
  • Advice
  • Work
“I was referred to Robert when I needed a mortgage asap due to an unfortunate series of events He quickly agreed to work with me and had all necessary arrangements completed fast .”
In Business Since 2006
Emergency Services
Transparent Fees & Pricing
236 Pritchard Rd, Hamilton, ON L8W 3P7
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Rochon & Associates - Pro-Active Bookkeeping

Rochon & Associates - Pro-Active Bookkeeping

(38)
  • Organized
  • Communication
  • Expertise
“Taking on our bookkeeping for us, she quickly made processes smoother and easier- even for those of us who don't fully understand the ins and outs of accounting.”
In Business Since 2017
Family Business
360 Highland Rd W, Stoney Creek, ON L8J 3W3
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The Campanella Group

The Campanella Group

(41)
  • Retirement
  • Question
  • Industry
“Campanella for anyone who needs an honest, responsive and responsible accountant and understands that saving on accountant's bill, is not a smart saving!”
In Business Since 2017
1670 North Service Rd E #101, Oakville, ON L6H 7G3
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Kingsman Associates

Kingsman Associates

(37)
Registered Accounts, Tax, Accounting
“Filling taxes from kingsman from last 3 years never had a issue they are professional in their field.”
Serving Dundas Area
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Energia Insurance Services INC

Energia Insurance Services INC

(48)
  • Eye
  • Quotes
  • Mom
“Great service, Amanda was super fast and always answered all my questions in record time, helping me with all the plan analysis and insurance contracting.”
In Business Since 2019
1351 Chretien St, Milton, ON L9E 1G6
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Tammy M. Alpe Professional Corporation

Tammy M. Alpe Professional Corporation

(26)
Accounting & Assurance, Personal AND Corporate TAX Compliance, Bookkeeping Payroll Services & Sales TAX Compliance
“Tammy has been a reliable accountant and I have confidence in her skills, always trying to make my Income Tax precise, and making sure I am taking advantage of all government rules, and benefits.”
460 Brant St Unit 11, Burlington, ON L7R 4B6
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Homebrook Financial Group

Homebrook Financial Group

(29)
Insurance, Extended Service Contracts
“We found both businesses very professional and we had a lot of laughs with Jeff, Margo, Melanie and Jessica and I have to mention Doug from Homebrook, who came to our home to finalize everything, whatta guy, he's welcome in our home anytime.”
Offers Financing Options
Serving Dundas Area
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Degraaf Financial Strategies

Degraaf Financial Strategies

(21)
  • Team
“LEONY is a true professional, generous with her time, clearly explains details for clients, and gives equal attention to them regardless of their status or amount to invest.”
In Business Since 2003
769 Old York Rd, Burlington, ON L7P 4X8
Featured

💸Before you take the leap, be sure to meet with a qualified and Certified Financial Planner professional! Asking the right question can greatly impact your future – especially when it comes to your finances. Is your bank or financial advisor a CFP® professional? ⭐️To protect your financial well-being, It's Gotta be a CFP®⭐️...

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The Accounting Place

The Accounting Place

(15)
Real Wealth Management, Accounting, Tax Recovery Audit
“I've been dealing with Shawn Rowell for years through good times and bad and have benefitted from his expertise not just in getting our corporate filings done but also recommendations and best practices on a number of issues.”
115 Hwy 8 Unit 204, Stoney Creek, ON L8G 1C1
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Safeguard Insurance and Financial Services

Safeguard Insurance and Financial Services

(9)
Process & Fees, Financial Planning, Business
“Gaston took care of our family's life policies and has introduced us to investment options that have really made the difference in planning for our financial future.”
In Business Since 2013
Transparent Fees & Pricing
1522 Main St E #1, Hamilton, ON L8K
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Reid Financial Strategies

Reid Financial Strategies

(13)
Insurance Planning, Tax Preparation , US Tax Preparation
“Not only did he do my taxes in record time in a professional manner, but he also looked in every nook and cranny to get me money back wherever it was possible.”
In Business Since 2018
Serving Dundas Area
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Retirement Planning and Investment Management Services in Dundas, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 415 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 415 cost profiles.

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