Best Financial Advisors in Fergus, ON

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Fergus area.

Steve Welker and Company

Steve Welker and Company

(49)
  • Team
  • Meeting
  • Understanding
“All though the first few weeks & mouths were rough as time went by they were both patient & understanding about her problem & was able to help her to make the process go easier as time progress.”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
First Time Home Buyers Mortgage, Renovation Mortgage, Debt Consolidation
“I have had the privilege of being a part of this Team Mortgage Assurance for some time now, and I must say, their training and guidance support for mortgage agents by Ram and Rabbiya are exemplary.”
Licensed
In Business Since 2024
Offers Financing Options
Transparent Fees & Pricing
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Tembo Financial

Tembo Financial

(50)
Home Renovation Loans Ontario, Finance Solutions Ontario, Deposit Loans
“I presented a client scenario to Tembo Financial via email on a Wednesday afternoon, received a call from Arlen the same day and had an offer to present to my client the very next day.”
Offers Financing Options
In Business Since 2014
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Mortgages and Loans, 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.”
Transparent Fees & Pricing
In Business Since 2009
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Objective Financial Partners

Objective Financial Partners

(50)
Retirement Planning, Financial Consulting, Financial Planning For Seniors
“I highly recommend this process for anyone who would like to move from a "gut feeling" of where they sit financially, to a solid plan with which to make confident life changing decisions and I highly recommend Brenda as a skilled professional with a ...”
CGA Certified
In Business Since 2012
Remote Consultations Available
Transparent Fees & Pricing
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Lexaltico

Lexaltico

(49)
Immigration Services, Canadian Relocation Package, Real Estate Services
“This has by far been the best experience so far in terms of dealing with the lawyers, the entire team has been very welcoming and explained each and every step thoroughly!”
Coupons & Offers
In Business Since 2022
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
Virtual Personal Tax Returns, Personal Tax, Accounting & Bookkeeping
“From time to time, the Accounting Plus team, lead by Peter Edrey, can raise very good advise regarding your specific tax situation, and doesn't miss any option the system gives you to save on your tax payment.”
Remote Consultations Available
In Business Since 2005
Serving Fergus Area
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Etaxcan

Etaxcan

(50)
Corporate Tax Returns, Personal Tax Returns, HST Filing / Wsib Filing
“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.”
305 Milner Ave Unit #301, Scarborough, ON M1B 3V4
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Harris & Partners

Harris & Partners

(46)
Debt Relief For Businesses, Debt Relief Services
“Harris & Partners Inc super friendly and helpfull and they have been very accommodating to my financial situation even when i fell 3 or 4 months behind on payments they still worked with me”
Free Initial Consultation
In Business Since 2013
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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The Money Mint

The Money Mint

(50)
  • Team
  • Communication
  • Family
“I have been working exclusively with Charles Kayitaba for a few years, and time after time, he has gone above and beyond when it came time to assist my clients in securing financing.”
Offers Financing Options
20+ Years Experience
2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Realtors & Prec, Small Businesses, Real Estate Investors
“They were extremely generous and knowledgeable in answering all of my questions, and were immediately responsive, which I appreciate in the final hours of meeting the tax filing deadline.”
In Business Since 2020
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Alpha Oasis

Alpha Oasis

(50)
  • Team
  • Patient
  • Investment
“Would highly recommend for anyone as they are able to walk anyone through the process and provide the appropriate information regarding the filing process itself and returns.”
Free Initial Consultation
In Business Since 2002
304-80 Corporate Dr, Scarborough, ON M1H 3G5
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Sharptax Consulting

Sharptax Consulting

(50)
Business Services, Tax and Accounting, Financial Planning
“They take care of every aspect and go above and beyond to help their customers from understanding what the different taxes and figures mean to actually filing and getting the returns.”
12 Northvale Rd, Markham, ON L6B 1G4
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Sawaya CPA - Tax & Accounting Services

Sawaya CPA - Tax & Accounting Services

(50)
  • Understanding
  • Expertise
  • Patient
“Edward very patiently and elaborately explained our queries on personal taxes, taxes payable by corporations, and the interplay between them, both from a Canadian perspective as well as international taxation aspects with respect to Canada.”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
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Mustafai Immigration

Mustafai Immigration

(49)
Citizenship Application, PR Card Renewal, Extension of Status
“My experience with Mustafai Immigration has been amazing, especially Bushra is Avery nice,helpful and supportive person she is also expert,professional on her work I got my citizen certificate like faster than I expect without any difficulty, She was...”
1+ Years Experience
3464 Kingston Rd Suite #208A, Toronto, ON M1M 1R5
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Merrick Financial

Merrick Financial

(49)
Retirement Planning, Financial Plan, Ongoing Support
“From the initial call to the final wrap-up email, Chris did an excellent job of listening to understand our situation and needs, and providing highly personalized analysis and recommendations in the areas of investing, real estate, insurance and busi...”
53 Coleridge Ave, Toronto, ON M4C 4H4
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Filing Taxes | Accountant Toronto

Filing Taxes | Accountant Toronto

(41)
Business Accounting Services, PC Law Accounting, Virtual Bookkeeping Services
“Filing Taxes has been doing my personal and business taxes and e-filing for 4 years and I am very happy with the service, the quick turnaround and their prices.”
Free Initial Consultation
Remote Consultations Available
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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Fortax

Fortax

(49)
  • Questions
  • Accounting
  • Prices
“As a new immigrant, tax reporting is crucial to building a good record, thanks to the Fortax team I feel confident that my taxes are in order according to the law.”
Free Initial Consultation
2 St Clair Ave W 18th Floor, Toronto, ON M4V 1L5
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Mak Tax & Accounting Services

Mak Tax & Accounting Services

(48)
Corporate Tax, CRA Audit Representation, Personal Income Tax
“Last 7 years with mak tax always excellent services and available for all 7days a week easy to get appointment happy with services recommend to all Canadian”
In Business Since 2011
4900 Sheppard Ave E unit 1, Scarborough, ON M1S 4A7
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Ai Financial

Ai Financial

(48)
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
Free Initial Consultation
350 Hwy 7 #310, Richmond Hill, ON L4B 3N2
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Grant Matossian, Cga, CFP

Grant Matossian, Cga, CFP

(47)
Estate Planning, Financial Statement Preparation & Corporate Tax, Personal & Corporate Financial Planning, Consultation For Personal, Business, Farming & Rental Income Tax
“He has been a trusted friend and resource that makes my family and I feel confident knowing we are in good, competent hands whenever we are filing our taxes or if we need solid financial expertise we can trust.”
In Business Since 2009
20 Amber St #6, Markham, ON L3R 5P4
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Canada Freedom Financial Centre

Canada Freedom Financial Centre

(47)
“The costs involved were reasonable, and the assistance I have been given has allowed me to successfully resolve a difficult situation without undue anguish.”
Free Initial Consultation
77 City Centre Drive, East Tower, Suite 501, Mississauga, ON L5B 1M5
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Patel Accounting and Taxation

Patel Accounting and Taxation

(47)
HST Return and Rebate, Accounting, Personal Tax Return
“Mr Patel is very professional and humble person , he has expert knowledge about income tax returns and all accounting details, I highly recommend his service to my family and friends.”
2100 Ellesmere Rd Suite 112, Scarborough, ON M1H 3C3
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Novel Wealth

Novel Wealth

(50)
  • Tax
  • Communication
  • Wealth Management
“When we met with Jerome and team (all amazing - Mark, Ryan, Alexandra are the ones we have directly interacted with) they took the time to really listen, get to know our present circumstances, and what we wanted our future to look like.”
In Business Since 2023
25 Morrow Ave Suite 202, Toronto, ON M6R 2H9
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Retirement Planning and Investment Management Services in Fergus, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 450 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 450 cost profiles.

Why these companies made our list

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