Best Financial Advisors in Dundas, ON

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

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
i
Igneski Financial

Igneski Financial

(26)
  • Retirement
  • Knowledge
  • Business
“Louie keeps me informed of new products that may come on the market that might meet my needs, and I value his professionalism and attention to detail that allows me to rest easier knowing that I am getting the best investment advice available.”
In Business Since 2006
50 Coreslab Dr, Dundas, ON L9H 0B2
i
Plan2bewealthy + Tax & Planning Group

Plan2bewealthy + Tax & Planning Group

(8)
  • Taxes
“Mike was very helpful with filing my taxes.”
In Business Since 2016
7 Innovation Dr Unit 102, Dundas, ON L9H 7H9
i
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
i
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
i
Banks Financial

Banks Financial

(1)
“Roger and staff are very obliging.”
50 Coreslab Dr, Dundas, ON L9H 0B2
i
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
59 Kirby Ave Unit 1, Dundas, ON L9H 6P3
i
Pension Solutions Canada

Pension Solutions Canada

“Chat with Certified Financial Planner, Bruce Youngblud. He can advise you on pensions, retirement planning, tax planning and estate planning. Plan to enjoy retirement to the fullest!”
25+ Years Experience
EXPERTS Certified
Remote Consultations Available
115 King St W Suite 204A, Dundas, ON L9H 1V1
i
DEK Financial Group

DEK Financial Group

“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 your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
In Business Since 2013
Free Initial Consultation
50 Coreslab Dr, Dundas, ON L9H 0B2
i
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
i
Express Financial Services

Express Financial Services

2087 Dundas St E Unit 105, Mississauga, ON L4X 2W7
i
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
i
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
i
IPC Investment Corporation

IPC Investment Corporation

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 2017
59 Kirby Ave Unit 1, Dundas, ON L9H 6P3
i
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
2087 Dundas St E, Mississauga, ON L4X 2V7
i
The Campanella Group

The Campanella Group

(34)
  • Advisors
  • Management
  • Retirement
“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
i
The Accounting Place

The Accounting Place

(15)
Tax Recovery Audit, What We Do, Real Wealth Management™
“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
i
Westdale Financial Services

Westdale Financial Services

(1)
Financial Planning For Young Families, Retirement Income and Tax Planning, Investment Funds
“Steve takes his time explaining things and helps you work on your financial goals in small bites.”
In Business Since 2013
8 Grandview Ave, Stoney Creek, ON L8E 5A5
i
Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(50)
  • Financial Advisor
  • Integrity
  • 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
i
Energia Insurance Services INC

Energia Insurance Services INC

(48)
  • Quotes
  • Note
  • Options
“Excellent service from Amanda, on Sunday, she responded to me promptly, clarifying all my doubts, providing important information that we didn't know, from start to finish.”
1351 Chretien St, Milton, ON L9E 1G6
i
Kingsman Associates

Kingsman Associates

(16)
Registered Accounts, Tax, Accounting
“Wonderful service as they are …”
Serving Dundas Area
i
Degraaf Financial Strategies

Degraaf Financial Strategies

(20)
“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.”
769 Old York Rd, Burlington, ON L7P 4X8
i
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
i
Homebrook Financial Group

Homebrook Financial Group

(25)
Insurance, Extended Service Contracts
“After 2 years of no inperson document signing it was a pleaseure to deal with Homebrook!”
Offers Financing Options
Serving Dundas Area
i

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
Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top