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Objective Financial Partners

(50)

Analysis
Expertise
Confidence

“I would highly recommend her to anyone seeking in-depth, nuanced insights into their financial circumstances provided with intelligence, clarity, professionalism, and a positive attitude.”

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Green Group - IG Private Wealth Management

(50)

Understanding
Tax
Retirement

“He has always taken the time to explain absolutely everything we have covered and assured me that we have taken the right steps to secure our financial future.”

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Assante Capital Management

(24)

Strategies
Wealth Management
Goals

“His methodical and pragmatic approach to wealth management is refreshing in a profession where there is a lot of mediocrity and people looking to make a quick sale.”

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Johnson Financial Group

(12)

Product
Questions
Benefits

“I play tennis with Rod Johnson and when my wife and I were buying our first house, he explained the benefits of having a life insurance policy rather than mortgage insurance.”

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Fox-Revett & Associates

(14)

Market
Portfolios
Family

“We have regular meetings with him, in his office or our home - even going so far as to have online meetings when we lived in England for five years - he's always available to talk to us!”

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TK Dale Wealth

(14)

Mind
Information
Markets

“I've seen my investments grow over the year we have been working together, not to mention he's a great guy and very personable as well as being incredibly knowledgable and passionate about what he does.”

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The 24 firms listed for East Gwillimbury, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: East Gwillimbury, ON

17 of the 24 firms on this page have a rating, from 4.7 to 5.0 across 302 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (66%) and quality (62%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". The services the firms on this page list most often on their websites are business owners (2), financial planning (2) and individuals (2). 2 show a licence on their websites. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers remote or virtual consultations; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 21 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for East Gwillimbury take financial planning bookings online?

4 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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Carruthers Walker Financial

(9)

Employee Benefits
Team

“We consider ourselves fortunate to have had their support for all these years, and have no hesitation whatsoever in giving them our highest recommendation.”

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IPC Securities Corporation - Theresa Bartley

(2)

“They have built a solid plan for me and my family.”

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Infinite Financial

(16)

Knowledge
Family
Questions

“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.”

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Ryan Stephenson - Manulife Securities

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Prolaunch Corporation

(2)

“Amazing new Barrie office for our clients, partners, growing network of female founders & independent advisory professionals serving Ontario, Canada and the United States.”

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Stonehaven Financial Group

(1)

“He was very thorough and took the time to explain anything we were unsure of.”

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Liahona Capital

(1)

“I've invested in Liahona MIC for well over a decade, and it has consistently been the best performing investment in my portfolio.”

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Wilimek Financial

(10)

Understand
Questions
School

“I thought I had enough insight into my finances but after taking Paula's course she really helped me understand where my weakness' were and not feel badly about not knowing.”

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Covenant Wealth Financial Services

(5)

“I especially love Joy's attention to detail and she spends quality time ensuring that the customer understands what is being done and is in total agreement.”

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Gillespie Adams & Associates

(2)

“I have to say that in the past I've been discouraged by financial planners because at the end of the year they made more off of their fees than I did on my investments!”

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Kelly Smith Group

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IPC Investment Corporation - Peter Ardill

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Goodwin Porter Hetu, Chartered Professional Accountants

(2)

“Duncan is so friendly and easy to work with.”

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Hayhoe Financial / iA Investia

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Acorn To Oak Financial

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McKay Wealth Management - RBC Dominion Securities

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Lowdenclear Wealth Management

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Wealth Maximization Group

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Best Financial Advisors near East Gwillimbury, ON

Objective Financial Partners

Green Group - IG Private Wealth Management

Assante Capital Management

Johnson Financial Group

Fox-Revett & Associates

TK Dale Wealth

Area overview: East Gwillimbury, ON

Carruthers Walker Financial

IPC Securities Corporation - Theresa Bartley

Infinite Financial

Ryan Stephenson - Manulife Securities

Prolaunch Corporation

Stonehaven Financial Group

Liahona Capital

Wilimek Financial

Covenant Wealth Financial Services

Gillespie Adams & Associates

Kelly Smith Group

IPC Investment Corporation - Peter Ardill

Goodwin Porter Hetu, Chartered Professional Accountants

Hayhoe Financial / iA Investia

Acorn To Oak Financial

McKay Wealth Management - RBC Dominion Securities

Lowdenclear Wealth Management

Wealth Maximization Group

Why these companies made our list

Financial Advisors near East Gwillimbury

Popular in East Gwillimbury

Tools: Financial Advisors