Best Financial Advisors in Orangeville, ON

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

Joe Sammut - Mortgage Architects

Joe Sammut - Mortgage Architects

(24)
  • Professional
  • Pleasure
  • Team
“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.”
Licensed
In Business Since 2004
Offers Financing Options
94 Broadway, Orangeville, ON L9W 1J9
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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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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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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
In Business Since 2012
43 First St, Orangeville, ON L9W 2E3
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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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Northstar Wealth Management

Northstar Wealth Management

(3)
“For the first time in a long time we feel we finally have a solid investment and savings plan.”
Free Initial Consultation
In Business Since 2017
125 St George St W, Fergus, ON N1M 1H8
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Vision Financial Services

Vision Financial Services

(5)
“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.”
In Business Since 2010
130 St Patrick St W, Fergus, ON N1M 1L5
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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

“With its strong agricultural heritage developing into a broadly diversified and progressive economy, Wellington County and Waterloo Region is rich in business opportunity and lifestyle choice. It has become a model for other communities with its acce...”
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...”
In Business Since 2017
Serving Orangeville Area
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Headwaters Financial

Headwaters Financial

“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services is offered by Headwaters Financial Group Ltd. Banking products and services are offered by referral arrangements through our related ...”
In Business Since 2009
Serving Orangeville Area
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Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(29)
  • Expert
  • Insurance
  • Goals
“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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Prudent Asset Management

Prudent Asset Management

(17)
TAX Planning, Estate & Retirement Planning, Financial Statements
“Deven has always been prompt in his responses & given sound advise on taxation and investments, hence over the years I haven't explored any other options other than Deven for my Taxation & Investment needs.”
In Business Since 2003
235 Derry Rd W, Mississauga, ON L5W 1G3
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Ranjit Dhillon Broker - Centum Mortgage Smart

Ranjit Dhillon Broker - Centum Mortgage Smart

(30)
Leasing, Life and Disability Insurance, Consumer Loans
“Although we rejoiced with being able to accept a mortgage with a new lender and not having to sell, it was apparent that Ranjit was not so excited, as he had an even bigger plan for us, which was to see us someday graduate to an A rated lender”
Licensed
In Business Since 2002
Transparent Fees & Pricing
Offers Financing Options
7956 Torbram Rd unit 20, Brampton, ON L6T 5A2
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Xiphias Investment Migration

Xiphias Investment Migration

(29)
Atlantic Immigration Pilot, Are You Canadian Resident, Humanitarian and Compassionate Cases
“So I inquired about the process, and they guided me through each step; now, I am submitting all of my documents, and I am confident that I will be granted PR for Canada soon, moving forward to other processes.”
Free Initial Consultation
In Business Since 2014
90 Brushwood Dr, Brampton, ON L6Y 6H3
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Accounting Mississauga - Billah Accounting & Bookkeeping Services

Accounting Mississauga - Billah Accounting & Bookkeeping Services

(30)
Accounting, Quickbooks Accounting Services, Small Business Accounting
“Naeem is always on hand to answer any questions and is fast, efficient, with amazing attention to detail, and of course is always suggesting ideas on how to save money and grow.”
In Business Since 2014
5015 Maingate Dr #2a, Mississauga, ON L4W 1G4
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Awealth

Awealth

(30)
Insurance, Investment, Mortgage
“My returns to that moment were trending very bad (low single digits, even sometimes negative) for several months (even before COVID19) and i was not able to find an answer, which evolved in financial panic and concerns about the future.”
In Business Since 2017
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(30)
TAX Services, Accounting Services, Financial Planning
“Honest and provides best advice, filing taxes is very easy nowadays but best to take consultation from an experienced professional like Avnish ji, he ensures that you're filing your taxes accurately as per the rules and regulations”
In Business Since 2019
2130 N Park Dr Unit 223-224, Brampton, ON L6S 0C9
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(30)
Mortgage and Loans, Financial Services, Business Registration
“And as according the advice of a friend, while I contacted the Reliable AOC team, they did great, they were really of high updated knowledge and information and helped me with my accounting deals very well and handed me the best guidance regarding my...”
In Business Since 2009
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(28)
“When I walk into your office, you were able to show me through your communication and professionalism that you are not an accountant who deals only with numbers, but with clients as well.”
Free Initial Consultation
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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Global Accounting Services

Global Accounting Services

(30)
  • Family
  • Advice
  • File
“Came back this year 2022 to do my corporate taxes for the first time, I was nervous about not knowing what to do, he made it so understanding and a peace of mind.”
In Business Since 2018
49 Hillcrest Ave # 205, Brampton, ON L6W 4V4
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NWR Financial Group

NWR Financial Group

(30)
  • Goals
  • Strategies
  • Wealth
“All of my questions and concerns are addressed with ease- and I am continually reminded why choosing Richard Nicholson and NWR Financial Group was the BEST decision for me and my family!”
In Business Since 2020
5685 McLaughlin Rd Suite B, Mississauga, ON L5R 3K5
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Ferguson Financial Planning | CI Assante Wealth Management

Ferguson Financial Planning | CI Assante Wealth Management

(21)
Retirement Planning, Philanthropy, Insurance Advice
“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.”
In Business Since 2009
350 Burnhamthorpe Rd W Suite 218, Mississauga, ON L5B 3J1
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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.

Why these companies made our list

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