Oshawa, ON

Popular Cities

Oshawa, ON
Join as a Pro

Best Financial Advisors in Oshawa, ON

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Oshawa area.

View Profile
Financial Planner I B G Financial Corp. I the Max Financial

Financial Planner I B G Financial Corp. I the Max Financial

(43)
  • Investments
  • Goals
  • Questions
“I really appreciated his professionalism and preparedness as I told him I really wasn't familiar with all the ins and outs and he was able to break it down so I understood everything he was showing me which really put me at ease.”
158 Centre St S, Oshawa, ON L1H 4A4
i
View Profile
Larmond Risk Management Insurance

Larmond Risk Management Insurance

(19)
  • Policy
  • Questions
  • Financial
“Also, as someone who is younger and at an early stage of my career, I sometimes find financial professionals to be condescending as they assume I have little knowledge of personal financial topics.”
Family Business
187 King St E Suite 101, Oshawa, ON L1H 1C2
i
View Profile
Unique Accounting Services

Unique Accounting Services

(13)
Bookkeeping Services, Quickbooks, Strategic Business Planning
“I quickly learned that Mohamed is very happy to share his knowledge and no matter how busy he is, he always makes the time to talk, always calling me back promptly and we always have a good laugh!”
Free Initial Consultation
In Business Since 2015
909 Simcoe St N #200, Oshawa, ON L1G 4W1
i
View Profile
Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(11)
  • Concepts
  • The Future
  • Advisor
“Given my limited financial knowledge, he has been able to simplify all concepts and making it easier for me to understand and navigate through various financial matters.”
In Business Since 2022
179 King St E Second Floor, Oshawa, ON L1H 1C2
i
View Profile
Lake Front Financial

Lake Front Financial

(1)
“Beautiful beach and park”
Free Initial Consultation
In Business Since 2010
737 Stone St, Oshawa, ON L1J 1A4
i
View Profile
The Money Cafe Corporation

The Money Cafe Corporation

“Recommendation Our financial planning decisions are made after we conduct a thorough analysis of our client's financial status. Once this analysis is complete, discussed, and accepted, we move into the product recommendation phase, which is 100% gear...”
306-22 King St W, Oshawa, ON L1H 1A3
i
View Profile
Roche Financial Group

Roche Financial Group

(1)
Bowmanville, Norland, Orangeville
“But better safe than sorry for accuracy”
15+ Years Experience
946 Simcoe St N, Oshawa, ON L1G 4W2
i
View Profile
McLaren Wealth Management

McLaren Wealth Management

Customize, Sign up, Report This Content
“With over 30 years of experience, Mike McLaren is a Partner at Equity Associates Inc. as an independent financial consultant. Mike has his CPCA and CEA designations. Mike has been a long term member of Rotary International. Rotary helps, local, provi...”
285 Taunton Rd E Suite 102, Oshawa, ON L1G 3V2
i
View Profile
White R J Financial

White R J Financial

(1)
“Great professional and awesome service.”
226 Beatrice St W, Oshawa, ON L1G 7M9
i
View Profile
Finaid Financial Services

Finaid Financial Services

“Good financial advice now is more important than ever. With Professional Advice you will have the financial resources to realize your goals, archive your financial well-being and stay on track. I believe that my knowledge, experience, access to a sui...”
29 Waverly St S, Oshawa, ON L1J 6Z1
i
View Profile
Fred Cacciotti CLU

Fred Cacciotti CLU

315 Aspen Ct, Oshawa, ON L1G 6H7
i
View Profile
Goals Based Financial Planning

Goals Based Financial Planning

1077 Boundary Rd #207, Oshawa, ON L1J 8P8
i
View Profile
Suchan McQuaid Wealth Management

Suchan McQuaid Wealth Management

“Suchan McQuaid Wealth Management is an organization that was formed in 2005. Richard Suchan and Brian McQuaid have many years of experience working together with clients in the financial services industry. Our friendly staff is experienced, reliable ...”
In Business Since 2022
343 King St W, Oshawa, ON L1J 2J8
i
View Profile
Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(50)
Financial Advisor Retirement Planning Services, Financial Planning and Investing, Life and Disability Insurance
“After many years of frustration with the Big Banks regarding fees, investments and services, we decided to meet with Chad at Harmer Wealth Management, to discuss investment opportunities and strategies.”
Licensed
Transparent Fees & Pricing
In Business Since 2019
Offers Financing Options
Serving Oshawa Area
i
View Profile
Anna Armata - Chartered Professional Accountant

Anna Armata - Chartered Professional Accountant

(15)
  • Work
“Not only did Anna finish my taxes in a timely manner, but she informed me of everything that my previous accountant did wrong and helped me resolve them by explaining to me with what I should do to avoid those mistakes in the future.”
Free Initial Consultation
In Business Since 2012
39 Napiermews Dr, Ajax, ON L1T 0C9
i
View Profile
GTP TAX Services Inc.

GTP TAX Services Inc.

(27)
Small Business Tax, Filing US Taxes From Canada, Corporate Tax
“As a small business owner, tax time can be very stressful- but Glenn and his team does a tremendous job of ensuring that you are taken care of with the highest level of service.”
In Business Since 2011
73 Old Kingston Rd, Ajax, ON L1T 3A6
i
View Profile
The Genesis Group

The Genesis Group

(21)
  • Financial
  • Relationships
  • Questions
“Cshandrika's expertise and proactive communication meant that I was never left in the dark, while Hope's tenacity ensured that we secured a deal that was not only favorable but also well ahead of the closing date, which is a testament to their commit...”
Offers Financing Options
Coupons & Offers
Transparent Fees & Pricing
Free Initial Consultation
Westney Road South, Ajax, ON, L1S 6W7
i
View Profile
A la Carte Financial

A la Carte Financial

(21)
  • Plan
  • Life
  • Budget
“It's not always easy to make cuts to things - but with a bit of hard work and determination, thanks in large part to her guidance, I can see a light at the end of the tunnel.”
230 Westney Rd S unit#305, Ajax, ON L1S 7J5
i
View Profile
Money Navigator International

Money Navigator International

(16)
Speaking, Coaching
“I will also add she has an amazingly kind and personable demeanor which makes it SO easy to talk to her, even when it's about something difficult such as admitting how much money you've lost, or spent, or can't account for, bad decisions you've made ...”
In Business Since 2018
1315 Pickering Pkwy suite 300, Pickering, ON L1V 7G5
Featured

Experience the Money Navigator Difference. In its simplest terms our work is helping women create wealth. But that seems a little oversimplified, especially when you think about all the nuances involved in our processes and outcomes. At Money Navigator™ International our work involves facilitating a fine balance confidence building, strategy exploration and result acceleration as women experience wealth. We aim to make wealthy women the norm and in doing so, change how girls experience money. We do wealth coaching differently. Click below to learn how we do it.

i
View Profile
Akons Associates

Akons Associates

(15)
  • Stress
  • Information
  • Questions
“Ajay is a very nice person, did my personal and business tax very fast and accurate, i would definitely recommend him and he will have my business for many years to come.”
In Business Since 2016
1315 Pickering Pkwy suite 300, Pickering, ON L1V 7G5
i
View Profile
We Listen - Financial Planning Solutions

We Listen - Financial Planning Solutions

(22)
  • Knowledge
  • Advisors
  • Goals
“Jeff has looked after our investments for over 25 years, and have always done a great job keeping us informed and educated on the changing financial landscape.”
In Business Since 2018
Serving Oshawa Area
i
View Profile
Lennox Financial Group

Lennox Financial Group

(11)
  • Questions
  • Team
  • Email
“I have been very impressed with everything that these wonderful people have done for me, both while I was working and preparing for my retirement and since I retired; doing Zoom meetings and explaining how the economy is doing and affecting my invest...”
1730 McPherson Ct #23, Pickering, ON L1W
i
View Profile
Geraci Financial Group

Geraci Financial Group

(2)
Investment Planning, Estate Planning, Reduce Business Risk
“Makes you feel at ease and guides your best interests”
Free Initial Consultation
105 Consumers Dr, Whitby, ON L1N 1C4
i
View Profile
Sage Advice Financial

Sage Advice Financial

(5)
Mortgage Refinance, Investments, Group Benefits
“If you are looking for a mortgage agent who truly cares about her clients and goes above and beyond to help them achieve their homeownership goals, look no further than Missy @ Finance Hero Whitby.”
Licensed
101 Mary St W Unit 101A, Whitby, ON L1N 2R4
i

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

Minimum cost
$1243
Maximum cost
$10562
National Average
$3728
Avg Per Hour Rates
$373
$2485
$6834
Average price range is based on 370 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3728
Minimum cost $1243
Maximum cost $10562
Avg Per Hour Rates $373

Average range $2485 to $6834 is based on 370 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Oshawa

Popular in Oshawa

, ON
Back To Top