Best Financial Advisors in New Tecumseth, ON

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

Carruthers Financial & Associates

Carruthers Financial & Associates

(7)
“I have been investing with Carruthers Financial for years, they continue to be on top of their game when it comes to financial advice at every life stage.”
In Business Since 2004
15054 Yonge St, Aurora, ON L4G 1M4
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AMR Services

AMR Services

(17)
  • Knowledge
  • Corporate
  • Team
“Excellent/Professional Service - Angela and her team provided me with the assistance I needed to deal with both my corporate and personal accounting needs.”
In Business Since 2014
95 Stave Crescent, Richmond Hill, ON L4C 9J7
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IPC Securities Corporation - Theresa Bartley

IPC Securities Corporation - Theresa Bartley

(2)
Private Wealth
“They have built a solid plan for me and my family.”
In Business Since 2013
431 Timothy St, Newmarket, ON L3Y 1P7
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Roberts & Company Professional Corporation

Roberts & Company Professional Corporation

(5)
  • Accounting
“They went back 3 years and adjusted my Returns for errors and for legitimate deductions that were missed and I received these adjusted tax refunds promptly.”
In Business Since 2020
144 Wellington St E, Aurora, ON L4G 1J1
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Reynbridge

Reynbridge

(4)
“Rob is amazing guy he helped me with my loan and he was so kind during the process.”
In Business Since 2019
465 Davis Dr Suite 309, Newmarket, ON L3Y 7T9
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York Credit Newmarket

York Credit Newmarket

(5)
Other Financial Services, Credit Counselling, Business Debt Relief Program
“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.”
Free Initial Consultation
CCCS Certified
In Business Since 2013
2001 Sheppard Ave E, Toronto, ON, M2J 0A1
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Foster Thibeault Youell Radley Chartered Professional Accountants

Foster Thibeault Youell Radley Chartered Professional Accountants

(2)
“Donald Radley is the most professional, engaging, easy to speak with for business questions Accountant I've ever known.”
In Business Since 2022
15449 Yonge St #101, Aurora, ON L4G 1P3
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Sandra L Fawcett CA/ CPA

Sandra L Fawcett CA/ CPA

(2)
“They handle it all (from personal to business) so conveniently, when I start up my own business next year I will get them to do my business practice as well.”
Licensed
In Business Since 2001
12764 Yonge St, Richmond Hill, ON L4E 3V3
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Stonehaven Financial Group

Stonehaven Financial Group

(1)
“He was very thorough and took the time to explain anything we were unsure of.”
In Business Since 2015
46 Wellington St E, Aurora, ON L4G 1H5
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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
180 Parsons Rd Unit 13, Alliston, ON L9R 1E8
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Kelly Smith Group

Kelly Smith Group

Insurance, Investments, Financial Planning
“Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits a...”
Family Business
In Business Since 2016
11 Tannery Creek Crescent, Aurora, ON L4G 5N4
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M Montgomery Insurance

M Montgomery Insurance

Disability / CI Insurance, Group Benefits, Mortgage Referrals
“Providing our clients with sound insurance advice for over 30 years, we work with our clients to understand their needs and assess the best possible options according to your personal and financial situation.”
In Business Since 2009
60 Kilkenny Trail, Bradford, ON L3Z 3C5
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Walhout Financial

Walhout Financial

Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2016
Aurora, ON
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Lowdenclear Wealth Management

Lowdenclear Wealth Management

Business Owners, Insurance Planning, Financial Planning
“Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligat...”
In Business Since 2013
14845 Yonge St #267, Aurora, ON L4G 6H8
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Natalie Fletcher

Natalie Fletcher

Reduce Your Taxes, Reduce the Impact of "what If's", Create Your Rrsp Portfolio
“I have been a client of yours for about 5 years now and I cannot be more happy with the financial advice and guidance you have given me and my wife during that time. In the past we were with other financial adviser's but your ability and skill set ha...”
In Business Since 2009
238 Wellington St E #217, Aurora, ON L4G 1J5
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Accounting Solutions

Accounting Solutions

Audit Assistance, Personal Tax Preperation, Bookeeping
“Our mission is to provide clients with flexible, affordable and dependable bookkeeping and tax services year after year. Accounting Solutions Inc. helps take the worry out of bookkeeping so our clients have more time to focus on their business and le...”
In Business Since 2016
200 Davis Dr, Newmarket, ON L3Y 2N4
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Russo Corp.

Russo Corp.

(2)
“Helped us a lot while going through such tough time.”
In Business Since 2010
78 Wellington St E, Aurora, ON L4G 1H8
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Rmab Financial Divorce Specialist

Rmab Financial Divorce Specialist

“A Chartered Financial Divorce Specialist does not offer legal opinion or advice, but can provide valuable insight into financial matters related to divorce and follows a strict code of ethics as monitored by relevant licensing authorities.”
In Business Since 2022
4 Queen St N #204, Bolton, ON L7E 1C8
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Dundee Private Investors

Dundee Private Investors

“Mining has a critical role to play in the future of the world's economy, and we are purpose-driven to help the next generation of mining companies and projects do things right the first time – with the best available operational, technical, environme...”
In Business Since 2004
45 Holland St E, Bradford, ON
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Rempel Capital

Rempel Capital

“In addition, entrust us with your capital and you'll gain a level of one-on-one service and responsiveness you just can't get from a large investment firm or financial institution.”
In Business Since 2016
238 Wellington St E Suite 102, Aurora, ON L4G 1J5
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Stephen Forsey - Financial Advisor l Manulife Securities

Stephen Forsey - Financial Advisor l Manulife Securities

“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a fina...”
In Business Since 2017
238 Wellington St E Suite 203, Aurora, ON L4G 1J5
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Armour Wealth

Armour Wealth

Portfolio Construction, Investment Planning, Business Services
“Our Investment Planning Service is built around the concept of protecting your hard-earned wealth. We work to help manage your financial assets using a prudent and conscientious strategy, diversifying your portfolio, choosing the proper asset mix and...”
In Business Since 2020
Serving New Tecumseth Area
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Smith Rogers Financial

Smith Rogers Financial

Tax, Estate & Financial Planning, Investment Advice, Insurance Planning
“We help take the mystery out of wealth management with our personalized approach to financial planning. By stepping into your shoes and understanding your unique situation, we can truly work on your behalf.”
In Business Since 2005
15105 Yonge St, Aurora, ON L4G 1M3
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Stonehedge Financial - Sterling Mutuals

Stonehedge Financial - Sterling Mutuals

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that...”
In Business Since 2006
Serving New Tecumseth Area
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Retirement Planning and Investment Management Services in New Tecumseth, ON Cost Estimates

Minimum cost
$1222
Maximum cost
$10381
National Average
$3664
Avg Per Hour Rates
$367
$2443
$6717
Typical price range is based on 527 cost profiles
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Average Cost $3664
Minimum cost $1222
Maximum cost $10381
Avg Per Hour Rates $367

Typical range $2443 to $6717 is based on 527 cost profiles.

Why these companies made our list

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