East Gwillimbury, ON

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East Gwillimbury, ON
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Best Financial Advisors in East Gwillimbury, ON

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the East Gwillimbury area.

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Objective Financial Partners

Objective Financial Partners

(50)
Services For Other Professionals, Tax Planning and Preparation, Employee Financial Wellness
“In particular, we needed a strategy for how to approach our finances, not a bunch of products to buy, so we are grateful for their 'advice only' approach, and tailored solution for each client.”
CGA Certified
Remote Consultations Available
In Business Since 2012
Transparent Fees & Pricing
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Small Biz Capital

Small Biz Capital

(19)
  • Business
  • Loan
“Fast and totally understanding in our needs”
Offers Financing Options
75 East Beaver Creek Rd Unit 13, Richmond Hill, ON L4B 1B8
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Gurjeet Pal

Gurjeet Pal

(1)
“I found their services the best, they offered me the cheapest prices comparing to other agents.”
Free Initial Consultation
In Business Since 2015
Serving East Gwillimbury Area
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Carruthers Walker Financial

Carruthers Walker Financial

(9)
  • 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.”
15054 Yonge St, Aurora, ON L4G 1M4
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TK Dale Wealth

TK Dale Wealth

(8)
  • Knowledge
  • Investments
“Trevor is one of the best professionals myself and my spouse have ever met: apart from his high academic background, many years of certified knowledge and experience, his intelligent approach to every problem, his kindness and patience when explainin...”
Licensed
In Business Since 2021
71 Main St S, Newmarket, ON L3Y 3L5
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Green Group - IG Private Wealth Management

Green Group - IG Private Wealth Management

(48)
  • Tax
  • Savings
  • Retirement
“As our needs have changed and our children became income earners we have all gained outstanding contact level and comprehensive planning from the Green Team.”
In Business Since 2022
17310 Yonge St #10A, Newmarket, ON L3Y 7R9
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Assante Capital Management

Assante Capital Management

(23)
Français, Protecting Your Assets, English
“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.”
In Business Since 2013
112 Caplan Ave 2nd Floor Suite A, Barrie, ON L4N 9J2
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Falcon Lam

Falcon Lam

(13)
Financial Consultation, Money Freedom
“I participated in the money mask session with Marlene and learned a lot about my self, my unconscious views about money and how to manage my finances to reach my personal goals.”
In Business Since 2018
17075 Leslie St Unit 7, Newmarket, ON L3Y
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Johnson Financial Group

Johnson Financial Group

(13)
Your Growing Business, Employee Benefits Programs, Your Personal & Family Needs
“We have used Johnson Financial for our group benefits for over 15 years when we were introduced to the Chamber of Commerce group benefits plan by Rod Johnson.”
In Business Since 2006
235 Industrial Pkwy S #6, Aurora, ON L4G 3V5
Featured

Chambers Plan clients - please remind your staff your healthcare benefit includes the telemedicine benefit called TELADOC HEALTH. You have 24/7 access to a certified Canadian Physician. Download the app and avoid sitting in a Doctor's waiting room. Let us know if you have questions.

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Accounting Solutions

Accounting Solutions

(2)
Instant Refunds, Corporate Income Tax, Small Business Tax
“Year after year they've been there with great service and fees.”
Remote Consultations Available
200 Davis Dr, Newmarket, ON L3Y 2N4
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Covenant Wealth Financial Services

Covenant Wealth Financial Services

(5)
Life Insurance, Wealth Management, Cash Flow Management
“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.”
2095 Thompson St, Innisfil, ON L9S 1T1
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John Fischer - Desjardins Financial Security Investments

John Fischer - Desjardins Financial Security Investments

(9)
  • Investing
“His expertise and sound advice will make you feel confident you are investing wisely.”
92 Caplan Ave Suite 401, Barrie, ON L4N 9J2
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Reynbridge

Reynbridge

(8)
“A short time ago, I had the opportunity to connect with Robert Reynolds, the president of Reynbridge, and cannot say enough great things about the experience.”
In Business Since 2019
465 Davis Dr Suite 309, Newmarket, ON L3Y 7T9
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IPC Securities Corporation - Theresa Bartley

IPC Securities Corporation - Theresa Bartley

(2)
Private Wealth, Calculators
“They have built a solid plan for me and my family.”
In Business Since 2013
431 Timothy St, Newmarket, ON L3Y 1P7
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Roberts & Company Professional Corporation

Roberts & Company Professional Corporation

(5)
“When I was being audited by the CRA for foreign tax income, Brian was very diligent and persistent in explaining the calculation of foreign tax to the CRA and we won!”
144 Wellington St E, Aurora, ON L4G 1J1
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Infinite Financial

Infinite Financial

(15)
  • Professional
“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.”
387 Mapleview Dr W, Barrie, ON L4N 9G4
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York Financial Group

York Financial Group

(1)
Individual Pension Plan For Business Clients., Financial Planning and Portfolio Analysis., Investments (Gics, Mutual Funds, Annuities).
“Looking forward to greater financial planning in the future.”
18075 Leslie St #207, Newmarket, ON L3Y 8Z9
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Ryan Stephenson - Manulife Securities

Ryan Stephenson - Manulife Securities

“Stocks, bonds and mutual funds are offered through Manulife Wealth Incorporated. Insurance products and services are offered through Manulife Wealth Insurance Services Incorporated Banking products and services are offered by referral arrangements th...”
Free Initial Consultation
237 Mapleview Dr E, Barrie, ON L4N 0W5
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York Credit Newmarket

York Credit Newmarket

(5)
Other Financial Services, Credit Repair, Income Tax Debt
“While things are finally opening up in Ontario, these past two years have put HUGE financial hardships on me and my colleagues as well as countless of others.”
CCCS Certified
In Business Since 2013
Free Initial Consultation
2001 Sheppard Ave E, Toronto, ON, M2J 0A1
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Foster Thibeault Youell Radley Chartered Professional Accountants

Foster Thibeault Youell Radley Chartered Professional Accountants

(3)
“Donald Radley is the most professional, engaging, easy to speak with for business questions Accountant I've ever known.”
15449 Yonge St #101, Aurora, ON L4G 1P3
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Dodd Hugh Investments & Insurance

Dodd Hugh Investments & Insurance

(2)
“Hugh is very friendly and well organized.”
In Business Since 2003
Serving East Gwillimbury Area
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Prolaunch Corporation

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.”
92 Caplan Ave Suite 613, Barrie, ON L4N 9J2
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Sandra L Fawcett CA/ CPA

Sandra L Fawcett CA/ CPA

(2)
“They handle it all (from personal to business) so conveniently, when I start up my own business next year I will get them to do my business practice as well.”
Licensed
12764 Yonge St, Richmond Hill, ON L4E 3V3
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Stonehaven Financial Group

Stonehaven Financial Group

(1)
“He was very thorough and took the time to explain anything we were unsure of.”
46 Wellington St E, Aurora, ON L4G 1H5
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Retirement Planning and Investment Management Services in East Gwillimbury, ON Cost Estimates

Minimum cost
$1209
Maximum cost
$10271
National Average
$3625
Avg Per Hour Rates
$363
$2417
$6646
Average price range is based on 478 cost profiles
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Average Cost $3625
Minimum cost $1209
Maximum cost $10271
Avg Per Hour Rates $363

Average range $2417 to $6646 is based on 478 cost profiles.

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