Orangeville, ON

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Orangeville, ON
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Best Financial Advisors in Orangeville, ON

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Orangeville area.

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Joe Sammut - Mortgage Architects

Joe Sammut - Mortgage Architects

(45)
  • Professional
  • Dream
  • Stress
“Working with Sunny and Nikki was seamless and they were able to secure us a great rate in the current market, provided timely answers to my (many) questions and ensured everything was ready for closing.”
Offers Financing Options
Licensed
94 Broadway, Orangeville, ON L9W 1J9
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Lismar Financial

Lismar Financial

“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 your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
Free Initial Consultation
43 First St, Orangeville, ON L9W
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Crowning Touch Finance

Crowning Touch Finance

(2)
“Highly, highly, highly recommended.”
In Business Since 2021
22 Mill St, Orangeville, ON L9W 2M3
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Manulife Securities

Manulife Securities

(1)
“Covid conscious.”
In Business Since 2016
215 Centennial Rd Unit 11, Orangeville, ON L9W 5K9
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Starview Financial Advisors

Starview Financial Advisors

“A Certified Financial Planner® (CFP) certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the Financial Planning St...”
In Business Since 2011
685 Riddell Rd Unit 102, Orangeville, ON L9W 4Z5
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IPC Investment Corporation - Stephen Monaghan

IPC Investment Corporation - Stephen Monaghan

(1)
“We had our first experience with Stephen and his staff and were so impressed.”
In Business Since 2011
7 Mill St, Orangeville, ON L9W 2M2
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Dowling Financial Services

Dowling Financial Services

“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 ...”
Free Initial Consultation
In Business Since 2011
333 Gooseberry St, Orangeville, ON L9W 5B9
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Northern Lights Wealth Management

Northern Lights Wealth Management

(1)
“Truly knows the financial markets (unlike the big banks) and listens to your needs.”
64 Zina St, Orangeville, ON L9W
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Wilmot Financial Services

Wilmot Financial Services

(48)
Estate Planning For Retirees, Asset Map, Group Benefits
“The pride they take in their work is extremely evident, it was easy to communicate with them- even as my needs changed or new questions emerged- and I genuinely felt that their recommendations fully considered what was best for me.”
181 St Andrew St E Unit #6, Fergus, ON N1M 1P9
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Vision Financial Services

Vision Financial Services

(6)
“Excellent customer service, both by phone and by email, and the accountants are willing to spend extra time walking you through and extra questions you may have, even if not directly related to the work they did.”
Free Initial Consultation
130 St Patrick St W, Fergus, ON N1M 1L5
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Northstar Wealth Management

Northstar Wealth Management

(4)
“He has positively impacted my financial future, and I look forward to continuing our partnership!”
Free Initial Consultation
125 St George St W, Fergus, ON N1M 1H8
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Karen Chisholm CFP CLU CHS Pixel Financial Group Thornbury

Karen Chisholm CFP CLU CHS Pixel Financial Group Thornbury

(2)
“She is patient and listens and is always available to answer questions and address concerns.”
In Business Since 2014
Serving Orangeville Area
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Dan Allen Financial

Dan Allen Financial

“Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Dan Allen Financial Inc. o/a Dan Allen Financial. Bankin...”
In Business Since 2007
181 St Andrew St E Unit 8, Fergus, ON N1M 1P9
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Www.rufa.ca

Www.rufa.ca

“Over the years, Dick has advised me on many financial matters including: retirement, tax and investment strategies. I would highly recommend him to anyone looking for attention to detail and understanding how to structure investments. I feel safe wit...”
Serving Orangeville Area
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Peter Quinlan & Diane Sawyers Sun Life Financial

Peter Quinlan & Diane Sawyers Sun Life Financial

Serving Orangeville Area
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Headwaters Financial

Headwaters Financial

“Dave focuses on working with clients to create personalized retirement income plans that integrate workplace savings, personal plans, and government benefits, in addition to overseeing the portfolio design. Dave holds a Certified Financial Planner (C...”
Serving Orangeville Area
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Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(39)
  • Questions
“It was a good experience.”
7-110 Pertosa Dr, Brampton, ON L6X
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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Expert
  • Passion
  • Honest
“Knowing her professionally and personally have been a pleasure and I would recommend her to everyone who is looking to get their finances in order with customized solutions and personal attention from the experts!”
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
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Mackenzie Westwood Wealth Advisory

Mackenzie Westwood Wealth Advisory

(4)
Financial Planning, Loans & Mortgages, Portfolio Management
“We have been a client for about 15 years and have been so impressed with the level of expertise, customer care, and communication we have received over the years.”
In Business Since 2000
2 Draper St, Georgetown, ON L7G 3C9
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
First Time Home Buyers Mortgage, Renovation Mortgage, Credit Improvement
“I have had the privilege of being a part of this Team Mortgage Assurance for some time now, and I must say, their training and guidance support for mortgage agents by Ram and Rabbiya are exemplary.”
Licensed
In Business Since 2024
Transparent Fees & Pricing
Offers Financing Options
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Birdi Chartered Professional Accountant

Birdi Chartered Professional Accountant

(50)
Personal Taxes, Corporate Taxes, International Taxes
“Birdi was one hundred percent professional and guided me throughout the process of the various CRA tax forms etc, working with our lawyer and so on throughout the 8-ish-month process of the various S116 and 216 (if I remember right) elections.”
Free Initial Consultation
15 Bramsteele Rd, Brampton, ON L6W 3K6
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Balwinder Financial

Balwinder Financial

(50)
Travel Insurance, Life Insurance, Investments
“Balwinder was very friendly and helpful she answered all our questions very simply and thoughtfully and helped us with what we needed in depth she also made the Resp process much easier and quicker.”
Free Initial Consultation
In Business Since 2014
1315 Derry Rd E #2, Mississauga, ON L5T 1B6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Mortgages and Loans, Tax Planning & Returns, Government Compliance & CRA Representation
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
Transparent Fees & Pricing
In Business Since 2009
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
Featured

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Lexaltico

Lexaltico

(49)
Immigration Services, Business Services, Real Estate Services
“This has by far been the best experience so far in terms of dealing with the lawyers, the entire team has been very welcoming and explained each and every step thoroughly!”
Coupons & Offers
In Business Since 2022
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Retirement Planning and Investment Management Services in Orangeville, 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 511 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 511 cost profiles.

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