Innisfil, ON

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Innisfil, ON
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Best Financial Advisors in Innisfil, ON

The highest-rated Financial Planning & Wealth Management companies out of 58 vetted & reviewed in the Innisfil area.

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Covenant Wealth Financial Services

Covenant Wealth Financial Services

(5)
Cash Flow Management, Wealth Management, Life Insurance
“Recently I received financial services from Joy Adams and I was very pleased with her explanation and detailed information about our family insurance policies.”
2095 Thompson St, Innisfil Beach, ON L9S 1T1
Featured

Transitioning from regular income to reliance on investment and other income sources can be challenging in maintaining your normal lifestyle. As a result, proper retirement cash flow planning will be very important to achieving your retirement lifestyle goals. This article will highlight 6 important steps in retirement cash flow planning.

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RBC Dominion Securities

RBC Dominion Securities

(7)
  • Plan
  • Partnership
  • Questions
“AJ is very transparent, responsive, and always acts in the best interests of his clients - he put together quite the investment plan for me that's already paying dividends and I look forward to our continued partnership moving forward.”
In Business Since 2000
Family Business
11 Victoria St Suite 100, Barrie, ON L4N 3A3
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FBC Farm and Small Business Tax Consultants

FBC Farm and Small Business Tax Consultants

(47)
Bookkeeping, Member Services, Taxes
“He always responded promptly, was helpful and honest and on the rare occasions when he did not have the answer, he was quick to seek the answers and report back to me.”
In Business Since 2000
240 Bayview Dr #10, Barrie, ON L4N 4Y8
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Gane Financial

Gane Financial

(50)
  • Financial Literacy
  • Understanding
  • Family
“We started saving for our future and for our kids future, saw the positives in our financial journey and became proud of what we were able to accomplish, and made some investment changes.”
In Business Since 2004
80 Mary St, Barrie, ON L4N 1T1
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Plan With Trevor Insurance and Investments

Plan With Trevor Insurance and Investments

(39)
  • Options
  • Knowledge
  • Questions
“In my very first meeting he narrowed down my need ( like to be honest he had a clearer idea about my insurance needs than I) and gave me a couple of choices .”
In Business Since 2019
49 High St 3rd floor, Barrie, ON L4N 5J4
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Assante Capital Management

Assante Capital Management

(24)
English, Protecting Your Assets, Français
“Josh has been our financial planner for four years and we are very pleased with the growth of our investments and the financial advice he provides to us.”
In Business Since 2013
112 Caplan Ave 2nd Floor Suite A, Barrie, ON L4N 9J2
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Podium Prosperity Group

Podium Prosperity Group

(21)
  • Plan
  • Understanding
  • Knowledge
“They worked with my wife and I to build a very detailed budget so we knew exactly where we spent each dollar every month and helped us find the right insurance for protecting our future.”
In Business Since 2014
Family Business
54 Cedar Pointe Dr #1207, Barrie, ON L4N 5R7
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Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning

(14)
Wealth Management After Divorce, Income For Life, Discretionary Wealth Management
“Additionally, we very much appreciated her ability to explain things in a manner that we understood to keep us from feeling overwhelmed, having never discussed a lot of the items before.”
In Business Since 2017
181 Dunlop St W, Barrie, ON L4N 1B4
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Seven Elements Wealth Planning

Seven Elements Wealth Planning

(12)
Insurance, Wealth Planning, Retirement & Estate Planning
“Their combined financial knowledge and experience along with the ability to understand our needs and plans confirms to us that this is the financial planning company we we're meant to be with.”
In Business Since 2020
150 Dunlop St E #206, Barrie, ON L4M 6H1
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Michele Hall, Mortgage Architects

Michele Hall, Mortgage Architects

(8)
“Michele's knowledge, attention to detail, lender connections, responsiveness and client care are just some of the reasons why I look forward to working with her again and again.”
Offers Financing Options
Licensed
Transparent Fees & Pricing
22 Trask Dr, Barrie, ON L4N 5R4
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Wealth Achievers

Wealth Achievers

(6)
  • Portfolio
“My husband & I have been dealing with Jay for several years now (when he first started at Investors Group) he has always been professional and knowledgeable.”
Licensed
Free Initial Consultation
128 Wellington St W Suite 201, Barrie, ON L4N 8J6
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NCR Bookkeeping & Tax Services

NCR Bookkeeping & Tax Services

(1)
“Thanks NCR for simplifying much dreaded tasks and streamlining my day to day.”
Free Initial Consultation
Family Business
430 The Queensway S, Keswick, ON L4P
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John Fischer - Desjardins Financial Security Investments

John Fischer - Desjardins Financial Security Investments

(9)
  • Knowledge
  • Investing
  • Family
“My investments have done extraordinarily with him.”
92 Caplan Ave Suite 401, Barrie, ON L4N 9J2
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Synergy Life Financial

Synergy Life Financial

(8)
  • Knowledge
  • Retirement
  • Family
“Darryl is very easy to talk to and I like his down to earth approach He made me feel comfortable from the get go and I feel confident I am now on the right track with my retirement planning.”
30 Quarry Ridge Rd #201, Barrie, ON L4M 7G1
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Infinite Financial

Infinite Financial

(16)
  • Questions
  • Family
  • Knowledge
“Her vast knowledge of current financial situations makes her capable of providing timely advise or referring you to one of many colleagues that has what you are looking for.”
In Business Since 2010
387 Mapleview Dr W, Barrie, ON L4N 9G4
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Alliston Financial - Investment Planning Counsel

Alliston Financial - Investment Planning Counsel

(1)
“Anytime I need support they're there to help me!”
In Business Since 2010
Transparent Fees & Pricing
180 Parsons Rd Unit 13, Alliston, ON L9R
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Atlantis Financial

Atlantis Financial

(5)
  • Meeting
“With the information that we gave him, Allan was able to demonstrate many different retirement scenarios such as : taking CPP at 65 versus 60 or 70; what our investment income and net worth would be like at various rates of return; adjusting other v...”
48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3
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Morgan & Partners

Morgan & Partners

“We take an individualized approach to each financial situation we encounter and provide a solution that will match your specific needs and financial constraints. In addition to our personalized approach, we are also able to provide flexible schedulin...”
In Business Since 2007
Coupons & Offers
4 Cedar Pointe Dr unit j, Barrie, ON L4N 5R7
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BFC Tax Accountants

BFC Tax Accountants

(4)
  • Finance
“He is detail oriented and will be thorough in understanding the specifics of the business.”
In Business Since 2021
49 High St Third Floor, Barrie, ON L4N 5J4
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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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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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Three Thirds Financial

Three Thirds Financial

(2)
“She breaks finances down in an easy to understand model, has great suggestions and helps us to see money from a whole new perspective.”
411 Huronia Rd unit 5, Barrie, ON L4N 9B3
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Divorce the Smartway - Mediation

Divorce the Smartway - Mediation

(3)
Divorce Financial Plannning: Navigator, Divorce Application: Naked Divorce Filer, Early Neutral Consultation: Kick Starter:
“Divorce the Smartway helped to ensure my ex and I knew what we were entitled to and helped to make sure both of us were fair in what we were negotiating.”
Transparent Fees & Pricing
411 Huronia Rd unit 5, Barrie, ON L4N 9B3
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Liahona Capital

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.”
NRD #47620
301 Bryne Dr Unit 9, Barrie, ON L4N 8V4
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Retirement Planning and Investment Management Services in Innisfil, ON Cost Estimates

Minimum cost
$1219
Maximum cost
$10362
National Average
$3658
Avg Per Hour Rates
$366
$2438
$6705
Typical price range is based on 473 cost profiles
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Average Cost $3658
Minimum cost $1219
Maximum cost $10362
Avg Per Hour Rates $366

Typical range $2438 to $6705 is based on 473 cost profiles.

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