View Profile

Irvin Accounting & Tax Services

(48)

Questions
Satisfaction
Call

“I highly recommend them as professional accountants and bookkeepers, and recommend you look to no others for your personal and business needs across Ontario.”

i

View Profile

Jcmortgages.ca

(50)

Community
Gift
Responsive

“My husband and I connected with Janna in May 2023 for a Mortgage Renewal, we received quick, prompt communication and were made to feel important and prioritized.”

i

View Profile

Garcia Financial

(20)

Personal Taxes, Raising Capital, Financial Planning & Analysis

“I have always felt looked after, listened to and treated right by Mark at Garcia Financial and have never hesitated recommending Mark to friends and family.”

i

View Profile

Ledgers

(20)

Educational Services, Blacknorth, Trust Services

“I just called a few different accountants (all the top rated ones in KW on Google) and despite being super busy Ledgers was by far the most helpful so far.”

i

View Profile

Martin Christopher Investments

(19)

Future
Understand
Plan

“I was referred to Mason through a friend and he's done a fantastic job at alleviating my worries, helping me understand what to do with my savings and how investments work.”

i

View Profile

ALT Caret CPA Bookkeeping, Accounting and Tax Services

(5)

Business Consulting, Service Locations, NOT FOR Profit

“Great services and advice for bookeeping and any financial questions with lot of resources.”

Featured

PERSONAL INCOME TAXnInterest relief if you received COVID-19 benefitsnIf you meet all the eligibility criteria below, you will get interest relief on your 2020 taxes owing. You still need to file your tax return by the due date to avoid paying any late-filing penalties.nnELIGIBILITY CRITERIA:nInterest relief on 2020 taxes owing will be given if you meet all of the following:nnâ Your total 2020 taxable income was $75,000 or lessnâ You received at least one COVID-19 benefit in 2020:n í ½í´Canada Emergency Response Benefit (CERB)n í ½í´Canada Emergency Student Benefit (CESB)n í ½í´Canada Recovery Benefit (CRB)n í ½í´Canada Recovery Caregiving Benefit (CRCB)n í ½í´Canada Recovery Sickness Benefit (CRSB)n í ½í´Employment Insurance (EI) benefitsn í ½í´Provincial or territorial emergency benefitsnâ You filed your 2020 income tax and benefit returnnn#cra #canadatax #incometax #personaltaxreturns #t1general #revenuecanada #COVID19...

i

View Profile

Howlett Financial Partners

(12)

Strategies
Sound
Puzzle

“Ever since immigrating to Canada my husband and I have depended on Nathaniel and Howlett Financial Partners to assist us with our finances and planning our future.”

i

View Profile

Whitewater Financial

(4)

Corporate Wealth Navigation Strategy, Corporate Whole Life Insurance

“The team at WhiteWater has been a pleasure to deal with.”

i

View Profile

Advance Financial

“At Advance Financial, we're committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today...”

i

View Profile

GE Solutions

(3)

“Great accountant had him for years excellent great guy”

i

View Profile

Hayhoe Team - Mandeville Private Client

(2)

“They have always been honest, professional and helpful in sharing the Pros and Cons as they see them with different investments.”

i

View Profile

NHT Associates

(11)

Business Tax

“I decided to go ahead with having my taxes filed professionally for the first time rather than filing them myself, and this took away so much anxiety and stress from the process.”

i

View Profile

Deverall Calma & Associates

“Deverall, Calma and Associates believes in building a team of professionals best suited to meet clients needs in a changing environment. We know there is no 'one size fits all' and our clients deserve solutions and strategies tailored to maximize fin...”

i

View Profile

Wealth Your Way

“Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Wealth Your Way is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unio...”

i

View Profile

Wagner, Livock & Associates Financial Services

“We take the time to understand your business, through this personalized process includes company valuation considerations and insights, risk management strategies, family and business governance matters, family dynamics, asset protection strategies, ...”

i

View Profile

DO Financial Canada

(1)

Healthcare Spending Accounts (Hsa), Women and Money, Retirement Planning

“She is ready and able to talk to you about any concerns and as a bonus offers practical guidance and topics through their monthly Newsletters.”

i

View Profile

Tri City Financial Group

(5)

“We now have peace of mind that our children's interests will be well looked after in any eventuality.”

i

View Profile

Ahmet Jakupi Financial Solutions

(2)

“Ahmet is a volunteer in the Albanian Community, He assists our people in integrating and learning about our laws and regulations in Canada with his knowledge and patience.”

i

View Profile

Investia Financial Services

“Deer Ridge Team isbuilt on a foundation of dedicated and qualified financialadvisors, along with their hard-workingteam members and committedassociates.”

i

View Profile

WD Development

Personal Planning, Business Planning

“What happens to the advisor when a client dies? It depends on the advisor, and the relationship. There's a variety of responses; journalist Todd Humber interviews myself & Adam Schacter about what to do, what not to do and how to maintain a connectio...”

i

View Profile

Team RV Financial Consultants

(6)

Travel Insurance

“I am so grateful to be able to work with him and know that my money is safe and growing.”

i

View Profile

Alvell Accounting

“At Alvell Accounting, we are committed to delivering the best value to our clients. We understand the importance of your hard-earned money, which is why we strive to provide services that not only meet but exceed your expectations. Our team works tir...”

i

View Profile

Keyes Financial Strategies

Risk Management, Financial Planning, Banking Services

“Mutual fund dealing representatives ("mutual fund advisors") registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are offered through Keyes Financial Strategies Inc. Banking products and services are offered throug...”

i

View Profile

Haslam Financial

Group Insurance, Health Insurance, Insurance

“Paul Haslam has been in the financial services industry since 1969 – carrying on a family tradition as his father worked in the financial services industry. Paul has dedicated his life to his clients, providing financial strategies to help them prote...”

i

Average Cost	$3741
Minimum cost	$1247
Maximum cost	$10600
Avg Per Hour Rates	$375

Best Financial Advisors in Kitchener, ON

The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Kitchener area.

Irvin Accounting & Tax Services

Jcmortgages.ca

Garcia Financial

Ledgers

Martin Christopher Investments

ALT Caret CPA Bookkeeping, Accounting and Tax Services

Howlett Financial Partners

Whitewater Financial

Advance Financial

GE Solutions

Hayhoe Team - Mandeville Private Client

NHT Associates

Deverall Calma & Associates

Wealth Your Way

Wagner, Livock & Associates Financial Services

DO Financial Canada

Tri City Financial Group

Ahmet Jakupi Financial Solutions

Investia Financial Services

WD Development

Team RV Financial Consultants

Alvell Accounting

Keyes Financial Strategies

Haslam Financial

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

Why these companies made our list

Wealth Management Advisors near Kitchener

Popular in Kitchener