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Suprun Wealth Management
“Great advice, better people!”
Best Financial Advisors in Simcoe, ON
The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Simcoe area.
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Investors Group
“He is trust worthy and goes above and beyond.”
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Innovative Wealth Strategies
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Salvaacs Bookkeeping
“Sonja does an amazing job getting to know each and every customer she has by name, with fair prices, and fantastic customer service, you couldn't go wrong!”
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Robert Floris & Sean Howard : Mortgage Architects
- Sale
- Confident
- Work
“After making several calls to various mortgage brokers , I grew even more frustrated with their slow process and not being able to reach them to ask questions and get straight answers.”
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Green Private Wealth
- Fees
- Questions
- Life
“He has helped us with multiple facets of our finances; he is personable, responds to emails quickly when we have questions, and makes time for us to go over our finances in detail.”
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Homebrook Financial Group
Extended Service Contracts, Insurance
“We found both businesses very professional and we had a lot of laughs with Jeff, Margo, Melanie and Jessica and I have to mention Doug from Homebrook, who came to our home to finalize everything, whatta guy, he's welcome in our home anytime.”
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Barney Financial Group
- Technology
- Team
“I was so worried I was going to owe the government a whole lot of money, but when I went to Linda she walked me through the whole process and it took so much of my stress away.”
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Millards Chartered Professional Accountants Brantford
Litigation Support, Estates and Trusts, Valuation
“I feel confident having Skylar behind my business operations knowing she is accessible year round be it for a quick question or a lengthier meeting, is always up to date with current CRA regulations and is working with her client's best interests in ...”
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Cornerstone Capital Financial Group
“I would highly recommend Cornerstone Financial to help you understand your options and grow your wealth!”
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Brittain Group Financial Services
Estate Administration, Investments, Insurance
“At Brittain Group Financial Services we help you make informed decisions to protect yourself and your family, creating financial resilience for your future.”
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Novak Private Wealth Counsel
- Investments
- Team
“The team is knowledgable, helpful with everything from investments to retirement planning and have a wonderful staff, However above all, they're trustworthy.”
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Mw&co. Wealth Management
Estates and Trusts, Wealth Management, Insurance Pensions Benefits
“They have always been very professional.”
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Alford Family Financial & Co.
“Their knowledge of the market and where to invest makes me sleep well at night!”
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IPC Securities Corporation - David Simmons
Cash & Credit Management, Tax Planning, Charitable Giving
“A straight shooter that invests your money well.”
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South Coast Financial Services
“Amazing service got my wife's and I life insurances through terry with ease don't hesitate to ask terry for your financial needs”
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Manulife Securities
“Judie and her staff provide top notch professional service.”
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Grand Financial Planning
“Grand Financial Planning helps our clients to achieve those goals. With our proprietary software system, some of the best contacts in the business and a wealth of hands-on financial experience, we bring your very best options to the discussion. It's ...”
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Good Redden Klosler
Advisory, Wealth Management, Accounting
“Professional & Knowledgeable services!”
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Sami CPA Professional Corporation
Individuals, Non-Residents, Estate
“If we ever do make a mistake preparing your tax return (it happens sometimes, hey , we're human, too) don't worry, we always stand behind our work so we will pay any penalties on our mistake. Just bring in the first CRA letter you receive and we'll t...”
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GEM Financial Group
Financial Planning, Loans & Mortgages, Will & Estate Planning
“Beyond traditional investments, Our team along with Optimize Wealth tailor strategies to align with your financial goals, lifestyle, and values. Our comprehensive planning considers all facets of your life, ensuring a balanced, empowered, and fulfill...”
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J Laffin Financial
“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
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Sun Life Financial
“By far one of the best customer service people I've ever met and it's so refreshing because they're hard to find in this day and age.”
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Derek Brown
“I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook....”
Retirement Planning and Investment Management Services Near You Cost Estimates
Minimum cost
$903
Maximum cost
$7673
National Average
$2709
Avg Per Hour Rates
$272
$1806
$4965
Average price range is based on
864 cost profiles
Why these companies made our list
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