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NCR Bookkeeping & Tax Services
“Thanks NCR for simplifying much dreaded tasks and streamlining my day to day.”
Best Financial Advisors in Keswick, ON
The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Keswick area.
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Fox-Revett & Associates
- Portfolios
- Family
- Expertise
“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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RBC Dominion Securities
- Questions
- Plan
- Partnership
“He put together an extensive financial plan for my husband and I, detailing how we can use our savings to their full advantage through investments to secure a great future for our family.”
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FBC Farm and Small Business Tax Consultants
Payroll, Bookkeeping, Free 15-Minute Consultation
“Since I put my trust in FBC several years ago I have not only become stress free by thier service but I have all the power of FBC not just behind me but beside me and in front of me when it comes to all aspects of my business taxes, book keeping etc.”
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Green Group - IG Private Wealth Management
- Tax
- Retirement
- Family
“I have been with IG for many years and I have had great success, provided with accurate investment opportunities and assistance with financial matters.”
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Gane Financial
- Understanding
- Future
- Family
“They provided us with a comprehensive understanding of our finances and offered valuable suggestions that immediately resulted in savings and an increase in our net worth.”
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Plan With Trevor Insurance and Investments
- Knowledge
- Family
- Questions
“Trevor put ALOT of effort into my financial plan and insurance, listened to all of my concerns and really tailor made a plan that worked and explained it well.”
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Assante Capital Management
Français, English, Protecting Your Assets
“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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Podium Prosperity Group
- Understanding
- Business
- Knowledge
“These are priceless in her industry and help Julie to stand out as a top candidate to those seek services like those offered at Podium Prosperity Group.”
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Tayler Insurance & Estate Planning
Guaranteed Investment Funds, Wealth Management After Divorce, Income For Life
“Right from the beginning she ensured we knew every little pros and cons of all the plans that she recommended including what should be the coverage amount, term and if we needed a critical illness or disability product aside from the coverage as part...”
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Seven Elements Wealth Planning
Investments, Insurance, Retirement & Estate Planning
“After meeting with Richard on Thursday, I came away with a clear understanding of what my portfolio looks like and what changes need to be made to keep my assets strong.”
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Michele Hall, Mortgage Architects
“Michele is wonderful, she looks after her clients- if she doesn't know something with mortgages she is on the phone right away finding out what can be done.”
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TK Dale Wealth
- Information
- Markets
- Management
“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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Wealth Achievers
- Portfolio
“Jason is a; very knowledgeable, driven, and professional individual who genuinely understands today's Financial Industry and how to make it work for his clients!”
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John Fischer - Desjardins Financial Security Investments
- Family
- Knowledge
- Investing
“John has been amazing in helping my Financial needs.”
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Synergy Life Financial
- Planning
- Knowledge
- Family
“It got a little tense when, as a Board Member of a local charity, I was charged with overseeing the investment of a six figure amount that had to be in safest place that would offer the best returns.”
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Reynbridge
- Loan
“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.”
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Infinite Financial
- Knowledge
- Questions
- Family
“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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IPC Securities Corporation - Theresa Bartley
Private Wealth, Calculators
“They have built a solid plan for me and my family.”
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Atlantis Financial
- Meeting
“His expertise in financial planning has moved our retirement idea into a plan & I feel confident that by following his suggestions, our retirement will be comfortable & secure.”
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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...”
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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...”
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BFC Tax Accountants
- Finance
“Baffour has assisted me for nearly a year now and he is always, efficient, knowledge and responsive.”
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York Credit Newmarket
Credit Repair, Credit Counselling, Other Financial Services
“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.”
Retirement Planning and Investment Management Services in Keswick, 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
269 cost profiles
Why these companies made our list
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