Orleans, ON

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Orleans, ON
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Best Financial Advisors in Orleans, ON

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

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Doyle Salewski

Doyle Salewski

(1)
Credit Counselling, Consumer Proposals, Business Solutions
“Highly recommend him and DS Positive Responsiveness, Quality, Professionalism, Value”
Free Initial Consultation
240 Centrum Blvd Unit 105, Orléans, ON K1E 3J4
FAQs
Will I have to make any payments?
You will most likely have to make monthly payments to your trustee for the benefit of your creditors. The government refers to this payment as a surplus income payment.
What happens to my student loan debt if I go bankrupt?
Your student loans can be discharged by bankruptcy only if you file your assignment seven years after you cease to be a full- or part-time student (seven years after the last month in which you finished school).
Will filing for bankruptcy affect my credit rating?
Yes. Your credit bureau record will be updated to reflect your bankruptcy, which will remain listed for six or seven years (depending on the region in which you live) after your discharge.
What defines my property in a bankruptcy?
Your property is defined by the government as the things you would generally consider to be property yourself (equity in your home, vehicles, jewellery), plus income tax refunds and a portion of your income.
What about my wages during bankruptcy?
The trustee is required to collect funds from any earnings above what the Superintendent of Bankruptcy considers reasonable for your situation. These standards usually apply to higher income earners.
You'll find more information on the FAQ page of our website.
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Sapience Financial Management

Sapience Financial Management

(1)
Wealth Creation, Cashflow Management, Lifestyle Protection
“I appreciated the time they took to review my investments and provide guidance for my personal planning.”
Serving Orleans Area
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Financial Solutions

Financial Solutions

(3)
“Super accurate and fast too.”
In Business Since 2004
Serving Orleans Area
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Wealth Strategies

Wealth Strategies

(1)
Portfolio Management
“He and his team offer a personalized service.”
In Business Since 2000
Serving Orleans Area
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Walker Financial Services

Walker Financial Services

(1)
“When we decided to buy a new boat, I spent hours on the phone with our banks and the rates and options we received were less than desired.”
Serving Orleans Area
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Holliswealth : Stephen Roos

Holliswealth : Stephen Roos

“Our team of dedicated professionals is here to assist you in achieving all your financial goals. With services including investment advice, financial planning, tax minimization, insurance, retirement planning, and estate counsel, our aim is to help y...”
In Business Since 2013
6384 Fortune Dr Unit 1, Orléans, ON K1C 1Y9
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Piyush Agrawal

Piyush Agrawal

352 Mishawashkode St, Orléans, ON K4A
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EO Family Wealth - Raymond James

EO Family Wealth - Raymond James

“At EO Family Wealth Counsel of Raymond James Ltd., we believe that your investment portfolio must serve your needs, your family situation, and your life. We value communication and are committed to tailoring investment portfolios to meet your unique ...”
In Business Since 2000
Serving Orleans Area
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Access Capital Solutions

Access Capital Solutions

Serving Orleans Area
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IPC Investment Corporation - Guy Seguin

IPC Investment Corporation - Guy Seguin

Charitable Giving, Estate Planning, Tax Planning
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
In Business Since 2022
Serving Orleans Area
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Retirement in View

Retirement in View

(38)
  • Tax
  • Decisions
  • Advice
“I handed her a situation with some complications and she was able to sort through them, answer my questions and make some insightful recommendations in a comprehensive report.”
Transparent Fees & Pricing
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
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Ken Jacob CPA

Ken Jacob CPA

(18)
  • Questions
  • Fair
  • Email
“Not only did Ken work diligently to make sure I had a complete, and maximized return, but helped me with a CRA review that turned out to have uncovered other deductions my last accountant missed.”
In Business Since 2021
Free Initial Consultation
1505 Laperriere Ave Suite 340, Ottawa, ON K1Z 7T1
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Exponent Investment Management

Exponent Investment Management

(4)
Portfolio Review, Financial Planning, EIM Partners Fund
“Clear helpful guidance for my retirement planning needs, long term goals and investments.”
In Business Since 2011
Transparent Fees & Pricing
Serving Orleans Area
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Gamblingtaxes.ca

Gamblingtaxes.ca

(50)
  • Gain
  • Resident
  • Company
“This Company has provided an invaluable service of recovering retained earnings by negotiating our way through a complex bureaucracy process designed only to keep them from non-US citizens.”
In Business Since 2012
Free Initial Consultation
160 Bd de l'Hôpital #202, Gatineau, QC J8T 8J1
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Jubilee Financials Limited

Jubilee Financials Limited

(50)
  • Guide
  • Stress
  • Expertise
“Sohil demonstrated sound knowledge of the type of cover suitable to ensure adequate cover for our travel to the UK and East Africa, including trip interruption and cancellation.”
In Business Since 2021
Emergency Services
107 Angelonia Cres, Ottawa, ON K1T 0Y6
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Patrick Dumond - Courtier Hypothécaire

Patrick Dumond - Courtier Hypothécaire

(50)
  • Fantastic
  • Purchase
  • Questions
“They will be able to support you, answer your questions and reassure you in a process as important as the purchase of a first property or other services linked to the complex area of ​​mortgage service.”
In Business Since 1996
4 Rue de la Baie, Gatineau, QC J8T 3H3
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MDL Financial Group

MDL Financial Group

(37)
Investment Management, Financial Planning, Home & Auto
“I have worked for public and private organizations my entire career and to some extent this (insurance, benefits, retirement plan) has always been taken care of for me...”
Family Business
In Business Since 2014
Free Initial Consultation
78 George St Suite 204M, Ottawa, ON K1N 5W1
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Forest Financial Planning

Forest Financial Planning

(33)
Virtual Consultation
“My wife and I hired Alex to prepare a retirement plan and obtain his opinion on many aspects of it, including investments, asset allocation and the likes.”
Transparent Fees & Pricing
Remote Consultations Available
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
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Pk Accounting Professional Corporation

Pk Accounting Professional Corporation

(48)
  • Planning
  • Corporate Taxes
  • Efficient
“He is very knowledgeable with small businesses and I have since sent my installer to him and will be recommending his services to my son who also owns a business.”
In Business Since 2018
Serving Orleans Area
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Financial Health Partners

Financial Health Partners

(36)
Tax and Estate Planning, Protection, Wealth Management
“What really impressed us was the way Nic took the time to get an understanding for where we are at, provided us with financial planning advice tailored to meet our needs and goals.”
In Business Since 2011
Family Business
Serving Orleans Area
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Tremblay Solutions Financières Inc

Tremblay Solutions Financières Inc

(30)
  • Knowledge
  • Service
  • Trust
“Positive Quality, Professionalism”
492 Bd de l'Hôpital, Gatineau, QC J8V 2P4
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Adam Schacter CFP

Adam Schacter CFP

(30)
  • Future
  • Number
  • Goals
“I highly recommend Adam if you are considering a financial and investment advisor that is upfront and honest, and offers realistic counsel on your finances.”
628 Windermere Ave, Ottawa, ON K2A 2W6
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Hometown Accounting and Tax

Hometown Accounting and Tax

(21)
Business Advisory, Tax Services, Bookkeeping Services
“! Sadiq and his team helped us clean up our books, identify and reconcile any inconsistencies with our HST filing and saved us thousands of dollars on our income tax return”
In Business Since 2016
Family Business
Serving Orleans Area
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Gestalt Groupe Financier

Gestalt Groupe Financier

(18)
Personnel, Corporatif
“I was referred to the Gestalt group through a friend who said she was very satisfied with the service, the advice and, above all, the profitability that her investments generated.”
In Business Since 2018
160 Bd de l'Hôpital suite 203, Gatineau, QC J8T 8J1
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Retirement Planning and Investment Management Services in Orleans, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 550 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 550 cost profiles.

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