Oro-Medonte, ON

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Oro-Medonte, ON
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Best Financial Advisors in Oro-Medonte, ON

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Oro-Medonte area.

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Gane Financial

Gane Financial

(50)
  • Learn
  • Financial Plan
  • Manage
“Adam, Jack, and the administrative staff have provided communication that is clear and quick, advice and information in an accessible manner, and follow-up that ensures understanding.”
In Business Since 2004
80 Mary St, Barrie, ON L4N 1T1
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FBC Farm and Small Business Tax Consultants

FBC Farm and Small Business Tax Consultants

(39)
Free 15-Minute Consultation, Bookkeeping, Member Services
“For the services I require for my small business , which is basically recording information that I entered into my computer, I find the fees very high.”
240 Bayview Dr #10, Barrie, ON L4N 4Y8
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Podium Prosperity Group

Podium Prosperity Group

(21)
  • Understanding
  • Family
  • Goals
“They worked with my wife and I to build a very detailed budget so we knew exactly where we spent each dollar every month and helped us find the right insurance for protecting our future.”
In Business Since 2014
54 Cedar Pointe Dr #1207, Barrie, ON L4N 5R7
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Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning

(14)
Wealth Management After Divorce, Income For Life, Retirement Planning With Segregated Funds
“Additionally, we very much appreciated her ability to explain things in a manner that we understood to keep us from feeling overwhelmed, having never discussed a lot of the items before.”
In Business Since 2017
181 Dunlop St W, Barrie, ON L4N 1B4
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Michele Hall, Mortgage Architects

Michele Hall, Mortgage Architects

(8)
“Michele's knowledge, attention to detail, lender connections, responsiveness and client care are just some of the reasons why I look forward to working with her again and again.”
Offers Financing Options
Licensed
Transparent Fees & Pricing
22 Trask Dr, Barrie, ON L4N 5R4
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Seven Elements Wealth Planning

Seven Elements Wealth Planning

(12)
Insurance, Retirement & Estate Planning, Wealth Planning
“Their combined financial knowledge and experience along with the ability to understand our needs and plans confirms to us that this is the financial planning company we we're meant to be with.”
150 Dunlop St E #206, Barrie, ON L4M 6H1
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Bayside Financial

Bayside Financial

(5)
Payroll, Financial Planning, Income Tax Preparation
“I first found Doug when I was starting my business and he took the time to sit down with me, and offer helpful direction and advice for a successful start-up.”
In Business Since 2013
Free Initial Consultation
36 George St, Barrie, ON L4N 5N3
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Divorce the Smartway - Mediation

Divorce the Smartway - Mediation

(3)
Divorce Financial Plannning: Navigator, Divorce Application: Naked Divorce Filer, Support Reviews: Re;calibration
“Divorce the Smartway helped to ensure my ex and I knew what we were entitled to and helped to make sure both of us were fair in what we were negotiating.”
Remote Consultations Available
411 Huronia Rd unit 5, Barrie, ON L4N 9B3
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RBC Dominion Securities

RBC Dominion Securities

(7)
“AJ is very transparent, responsive, and always acts in the best interests of his clients - he put together quite the investment plan for me that's already paying dividends and I look forward to our continued partnership moving forward.”
In Business Since 2000
Family Business
11 Victoria St Suite 100, Barrie, ON L4N 3A3
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Wealth Achievers

Wealth Achievers

(6)
  • Portfolio
“My husband & I have been dealing with Jay for several years now (when he first started at Investors Group) he has always been professional and knowledgeable.”
Licensed
Free Initial Consultation
128 Wellington St W Suite 201, Barrie, ON L4N 8J6
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Synergy Life Financial

Synergy Life Financial

(8)
  • Knowledge
  • Family
  • Retirement
“Darryl is very easy to talk to and I like his down to earth approach He made me feel comfortable from the get go and I feel confident I am now on the right track with my retirement planning.”
30 Quarry Ridge Rd #201, Barrie, ON L4M 7G1
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Propel CPA Chartered Professional Accountants

Propel CPA Chartered Professional Accountants

(2)
Technology and Business Modernization, Financial Reporting & Tax, Entrepreneurial Collaboration (Mri™ Process)
“Over the years Peter has always kept my books in impeccable order, been readily available to answer my questions, has given me sound advise and has continually strived to keep my dollars working for me in the most ingenious ways.”
In Business Since 2019
204 Dunlop St W, Barrie, ON L4N 1B3
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Corporate Solutions

Corporate Solutions

(1)
Presentations, Estate Planning, Shareholder Planning
“They clearly care about their clients and understand the intregal role insurance has when creating, maintaining and passing on wealth.”
543 Yonge St, Midland, ON L4R 2C6
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Georgian Shores Wealth Management - Larry Buckley

Georgian Shores Wealth Management - Larry Buckley

(1)
“I have been dealing with shawn davy for years, very professional.”
In Business Since 2001
Free Initial Consultation
437 King St, Midland, ON L4R 3N3
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Spectrum Financial Strategies

Spectrum Financial Strategies

(1)
Open Menu, WFM Client Login, Newsletters
“Having a child with autism, I had many questions about my child's future and making sure that she is financially taken care of.”
134 Collier St, Barrie, ON L4M 1H4
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Financial Empowerment

Financial Empowerment

Business Owners, Disability Insurance, Segregated & Mutual Funds
“Mortgage referrals and insurance products, including segregated fund policies, are offered through Financial Empowerment Inc., and Michael Suter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.”
3 Grouse Glen, Barrie, ON L4N 7Z4
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Christina Demmings

Christina Demmings

(6)
“She really takes care of her clients and makes sure to put them first.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2021
Licensed
Oro-Medonte, ON
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Morgan & Partners

Morgan & Partners

“We take an individualized approach to each financial situation we encounter and provide a solution that will match your specific needs and financial constraints. In addition to our personalized approach, we are also able to provide flexible schedulin...”
In Business Since 2007
Coupons & Offers
4 Cedar Pointe Dr unit j, Barrie, ON L4N 5R7
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BFC Tax Accountants

BFC Tax Accountants

(4)
“He is detail oriented and will be thorough in understanding the specifics of the business.”
In Business Since 2021
49 High St Third Floor, Barrie, ON L4N 5J4
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Atlantis Financial

Atlantis Financial

(3)
“With the information that we gave him, Allan was able to demonstrate many different retirement scenarios such as : taking CPP at 65 versus 60 or 70; what our investment income and net worth would be like at various rates of return; adjusting other v...”
48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3
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Premier Financial Planning Services

Premier Financial Planning Services

(3)
“She carefully and thoroughly advised me about the various risks I needed to consider, patiently went through several iterations as I began to narrow my future vision, ran precise and exacting projections, and suggested highly creative options I never...”
In Business Since 2000
544 Hugel Ave, Midland, ON L4R 1V9
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Circle of Wealth and Ray Snoei Manulife Securities

Circle of Wealth and Ray Snoei Manulife Securities

(2)
“From helping me plan for my financial future, ensuring my insurance was set up to protect my loved ones, and getting my will and estate into order, Circle or Wealth has given me one less thing to worry about, I know my financial future and my family ...”
Serving Oro-Medonte Area
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Three Thirds Financial

Three Thirds Financial

(2)
“She breaks finances down in an easy to understand model, has great suggestions and helps us to see money from a whole new perspective.”
411 Huronia Rd unit 5, Barrie, ON L4N 9B3
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IPC Investment Corporation - Bruce Mann

IPC Investment Corporation - Bruce Mann

(1)
“Have been so pleased with the personal advice and attention given by Bruce Kathy and Donna to me.”
In Business Since 2002
Serving Oro-Medonte Area
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Retirement Planning and Investment Management Services in Oro-Medonte, ON Cost Estimates

Minimum cost
$1205
Maximum cost
$10237
National Average
$3613
Avg Per Hour Rates
$362
$2409
$6624
Typical price range is based on 479 cost profiles
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Average Cost $3613
Minimum cost $1205
Maximum cost $10237
Avg Per Hour Rates $362

Typical range $2409 to $6624 is based on 479 cost profiles.

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