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IPC Investment Corporation - Halton Hills

(1)

Accelerate Your Savings, Get on Track to Home Ownership, Reduce the Impact of Life's What If's

“You asked us many questions regarding how we wanted our retirement to look, how much risk we were comfortable with, and you are clear to explain any questions we have within our portfolio.”

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Mackenzie Westwood Wealth Advisory

(4)

Portfolio Management, Will & Estate Planning, Insurance Solutions

“They have a sound, intelligent sense for managing investments regardless of their client's age and seem to work tirelessly with timely responses and advice to queries and concerns.”

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IPC Securities Corporation - Doug Riding

(1)

“In conclusion, I want to add that I find Doug extremely easy to speak with, he is very knowledgeable about his business, very honest and most of all, Doug is very trustworthy and thats very important when someone in his position is handling your mone...”

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C&C Planning | Aligned Capital Partners

(1)

“Making financial decisions does not have to be stressful - it's a whole bunch easier if you have someone who knows what they're doing.”

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Kothai Accounting l Accounting and Advisory Services

(38)

Tax Returns
Advice
Information

“Sundaram is very professional about what he does and not just taxes filing or booking but he also explain more how you can take care or invest your finance in a better way through the available products that suits your need!”

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Wealth & Estate Financial Canada

(30)

Financial Planning
Passion
Solutions

“Wealth & Estate financial is a firm that cares for clients and their financial wellbeing services offered are personalized to clients needs and circumstances, you will never find one solution fit all kind of approach”

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@private Wealth Management

(22)

Portfolio
Relationship
Family

“Josué has been my advisor for several years now (more than 5) and aside from waking up my dormant account, he has been a consummate professional every step along the way and has built my portfolio in an appropriate manner.”

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DLC - Team Mortgage Assurance

(47)

Mortgage Pre-Approval, Renovation Mortgage, Self-Employed Mortgage

“I recently worked with Rabbiya Dasti for one of my Investment property closing and I was thrilled and impressed with her work ethic and professionalism with regards to get the job done on time despite we had only few days left for closing.”

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Birdi Chartered Professional Accountant

(50)

Corporate Taxes, International Taxes, Incorporation

“With the change in my circumstances I wasn't sure how my tax assessment would go this year but Gurrai walked me through everything one by one and helped me keep things organized, allowing me to receive a great return and setting me up for the future.”

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Lexaltico

(49)

Real Estate Services, Financial Advisory, Canadian Relocation Package

“I got introduced to Jia through a friend of friend and she was impeccable at what she has does, she strongly communicated and ensured a very smooth and stress-free process to take me out of the situation, she was upfront and honest and won't fool aro...”

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Awealth

(48)

Investment, Mortgage, Insurance

“Andrei at AWealth has hit the mark in the key ways for myself and my family: educated us on our various risk and investment options; helped devise a plan to build our financial future to match our goals; and, regular contact about our satisfaction wi...”

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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(48)

Accounting Services, Financial Planning, Business Advisory

“I can't express the gratitude that this man has given my family he is wonderful amazing person highly respected with my family thank you very much for everything you did for us 🙏💫He is the best very professional very well respected that my family eve...”

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Canada Freedom Financial Centre

(47)

“Extremely so happy,i am glad that I contacted you, this was extremely helpful for situation was in with financial I was struggling through I am not paying anymore interest to the bank I was borrowing, so happy I am not to paying extra money, was paye...”

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Longevity Achieved

(50)

Questions
Options
Feel

“My husband had a hard time with obtaining documents from his family doctor, understanding and disputing decisions of an insurance application, and Sergio has been really helpful, responsive and has been actively trying to help us through the whole si...”

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Halton Consulting & Advisory

(50)

Team
Proactive
Expertise

“I was in need of a comprehensive business projection plan to be created by an accountant for a business loan and after contacting a few accountants, I found and met with Mr.”

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Vida Financial Group

(45)

Family
Insurance
Goals

“After our first meet, knowing that there was a lot of information discussed and that we were slightly overwhelmed, Kevin was sure to check in to offer more support and his time if needed - he made sure we knew he was available for us on any day or ti...”

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The Campanella Group

(41)

Team
Industry
Financial Planning

“Are all taken into account, and as sophisticated as all the pieces may be - the information is presented simply and comprehensively so that I can make the right decision at any given time.”

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Bizlon

(40)

Machine
Good Services
Business

“Awesome service ask for Sameer he will hook you up with the best deals and help you set it up, even the call backs after to check up are amazing I highly highly recommend him, I was with global and I must say it got a lot better with them”

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Ferguson Financial Planning | CI Assante Wealth Management

(35)

Investment Solutions, Tax Planning & Preparation, Education Planning

“His attention to our needs, his careful, elaborate analysis and explanation of our portfolio's position, and his articulation of the current market potential in that respect gives us full confidence in his ability to manage our resources.”

Featured

Ever wonder how to make the most out of your charitable donations? With so many options available, it's important to choose the method that aligns best with your goals and financial situation. When planning your charitable giving, consider how each method can benefit both you and the charity. Whether you choose cash donations, securities, donor-advised funds, life insurance, or bequests in a will, there's a strategy that can help you achieve your philanthropic and financial goals. ...

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Balvir Saini, CPA & Sandeep Saini, CPA

(39)

Questions

“He is very calm and professional to tell each and everything.”

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PFG Financial

(38)

Team
Strategic
Business Plan

“My experience with the PFG financial has been exceptional, right from the moment we hired them to do the due diligence, disclosures documents review, appraisal and the business loan plan/ application has been nothing but Top-notch, Sonia was extremel...”

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Energia Insurance Services INC

(48)

Account Manager
Mom
Travel Insurance

“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.”

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WK Accounting & Tax Services

(33)

Tax Accountant
Priced
Family

“Had it not been for Wajahat I would've actually had to pay that amount but because he was able to figure it out for me the CRA ended up owing me money because he understands not just Ontario tax laws, but Quebec and northern tax laws, which is where ...”

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Mybookly

(27)

Team
Knowledge
Tax Return

“I've been using his services for the past 6 years and I've had a great experience, I've always got a high return with the taxes as compared to other services out there and he has an awesome chilled out personality.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Georgetown, ON

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Georgetown area.

IPC Investment Corporation - Halton Hills

Mackenzie Westwood Wealth Advisory

IPC Securities Corporation - Doug Riding

C&C Planning | Aligned Capital Partners

Kothai Accounting l Accounting and Advisory Services

Wealth & Estate Financial Canada

@private Wealth Management

DLC - Team Mortgage Assurance

Birdi Chartered Professional Accountant

Lexaltico

Awealth

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Canada Freedom Financial Centre

Longevity Achieved

Halton Consulting & Advisory

Vida Financial Group

The Campanella Group

Bizlon

Ferguson Financial Planning | CI Assante Wealth Management

Balvir Saini, CPA & Sandeep Saini, CPA

PFG Financial

Energia Insurance Services INC

WK Accounting & Tax Services

Mybookly

Retirement Planning and Investment Management Services in Georgetown, ON Cost Estimates

Why these companies made our list

Wealth Management Advisors near Georgetown

Popular in Georgetown