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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...”

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Manulife Securities

(1)

“Covid conscious.”

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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...”

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IPC Investment Corporation - Stephen Monaghan

(1)

“We had our first experience with Stephen and his staff and were so impressed.”

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Northern Lights Wealth Management

(1)

“Truly knows the financial markets (unlike the big banks) and listens to your needs.”

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Wilmot Financial Services

(48)

Understanding
Business
Life Insurance

“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.”

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The 24 firms listed for Orangeville, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Orangeville, ON

5 of the 24 firms we list are based in Orangeville; the other 19 serve Orangeville from towns including Mississauga (51 km), Brampton (38 km) and Fergus (31 km). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 1,595 reviews; 11 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (76%) and quality (66%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "patient". 6 are open on Saturdays and 4 on Sundays. 1 shows a licence on its website. 6 have ten or more years of experience, the longest 19 years. 1 offers payment plans; 4 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 22 of the firms on this page; 21 publish a contact page; 19 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Orangeville offer a free first meeting?

4 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

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Northstar Wealth Management

(4)

“He has positively impacted my financial future, and I look forward to continuing our partnership!”

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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...”

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Peter Quinlan & Diane Sawyers Sun Life Financial

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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...”

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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...”

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DLC - Team Mortgage Assurance

(47)

Ram
Rates
Expertise

“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.”

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Accountant on Call | Reliable AOC

(50)

Knowledge
Name
Business Taxes

“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.”

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Birdi Chartered Professional Accountant

(50)

Patient
Responsive
Income

“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.”

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Lexaltico

(49)

Questions
Future
Wishes

“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!”

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Awealth

(48)

Mortgage
Patient
Returns

“I met Andrei during my seperation and his assistance and helped keep me focused on my financial future and helped me with my RRSP and RESP transfer and helped me get approved for a mortgage at a super low rate that will save me tons of money over the...”

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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(48)

Corporate Taxes
Work Ethic
Success

“Very good experience with avnish sir i save my so much tax over uber and pay very less amount thanks you sir i recommend all uber driver to must visit to save their tax”

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Canada Freedom Financial Centre

(47)

“The costs involved were reasonable, and the assistance I have been given has allowed me to successfully resolve a difficult situation without undue anguish.”

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Longevity Achieved

(50)

Life Insurance
Options
Patience

“Most importantly for me, since I have conducted business with Matthew, on several occasions I wanted to speak with him, he is always able to make himself available same day including early morning and late night hours.”

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Vida Financial Group

(45)

Financial Advisor
Insurance
Decision

“She takes time and an interest in understanding my aspirations and financial goals in order to grasp what truly matters to me and craft a personalized financial plan that aligns perfectly with my wishes and long-term plans.”

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Bizlon

(40)

Company
Good Services
Cold Calling

“Roy sharma has done an excellent job for our business interac machine done follow up regularly since we spoke over phone but must say excellent service and very nice customer service with positive response .”

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Balvir Saini, CPA & Sandeep Saini, CPA

(39)

Questions

“It was a good experience.”

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Ferguson Financial Planning | CI Assante Wealth Management

(35)

Team
Market
Confidence

“I just recently started working with Assante as my first financial advisors - specifically with Jacqueline, and I am incredible impressed with the level of support I receive in setting up and managing my investments.”

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PFG Financial

(38)

Professional
Strategic
Confidence

“Lamar was incredibly efficient with getting us incorporated at lightning speed and Christa and the Business Plan writing team put together a phenomenal plan for us, helping us to get our vision on paper in comprehensive and exciting way and helping u...”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Orangeville, ON

Lismar Financial

Manulife Securities

Starview Financial Advisors

IPC Investment Corporation - Stephen Monaghan

Northern Lights Wealth Management

Wilmot Financial Services

Area overview: Orangeville, ON

Northstar Wealth Management

Dan Allen Financial

Peter Quinlan & Diane Sawyers Sun Life Financial

Www.rufa.ca

Headwaters Financial

DLC - Team Mortgage Assurance

Accountant on Call | Reliable AOC

Birdi Chartered Professional Accountant

Lexaltico

Awealth

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Canada Freedom Financial Centre

Longevity Achieved

Vida Financial Group

Bizlon

Balvir Saini, CPA & Sandeep Saini, CPA

Ferguson Financial Planning | CI Assante Wealth Management

PFG Financial

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

Why these companies made our list

Financial Advisors near Orangeville

Popular in Orangeville