Best Financial Advisors in Oshawa, ON

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

LDR Financial - No Medical

LDR Financial - No Medical

(12)
“I had contacted the company for information about life insurance and a person called me and after a discussion said that he would send me some information.”
Remote Consultations Available
Free Initial Consultation
In Business Since 2022
285 Taunton Rd E, Oshawa, ON L1G 3V2
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Unique Accounting Services

Unique Accounting Services

(11)
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
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Inclusive Accounting

Inclusive Accounting

(7)
Legal Services, Wealth Management, Accounting Services
“I always thought taxes were going to be stressful, but Inclusive Accounting Oshawa made everything so simple and easy to understand!”
In Business Since 2016
73 Centre St S, Oshawa, ON L1H 4A1
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Dana Snedden CPA Professional Corporation

Dana Snedden CPA Professional Corporation

(10)
Bookkeeping, Sole Proprietor HST Calculations, Corporate Taxservices
“My daughter and I do legal bookkeeping for lawyers and we are so confident in Dana's abilities we recommend our clients go to her for their personal and business needs.”
Free Initial Consultation
In Business Since 2016
1077 Boundary Rd #207, Oshawa, ON L1J 8P8
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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
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Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(2)
“Great experience working with Johnathan, would highly recommend!”
In Business Since 2022
179 King St E Second Floor, Oshawa, ON L1H 1C2
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IG Wealth Management - Conor Amyot

IG Wealth Management - Conor Amyot

“Conor is a young professional with a long, bright future ahead of him at IG Wealth Management. His commitment to excellent client service and high-quality financial planning are outshone only by his dedication to putting the needs of clients first. C...”
In Business Since 1995
1361 Grandview St N, Oshawa, ON L1K 0G1
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The Money Cafe Corporation

The Money Cafe Corporation

“As an Independent & Unbiased Financial Services Firm, We Have Access to Canada's Top Financial Services & Product Providers. This is One of the Reasons we Do Not Initially Focus on Products; Instead, we Focus on Addressing the Financial Concerns and/...”
In Business Since 2016
306-22 King St W, Oshawa, ON L1H 1A3
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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
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Hillcrest Financial Group

Hillcrest Financial Group

(4)
“Hillcrest Financial Group handles all of my investments and financial needs with integrity, professionalism and a personal touch not experienced with other institutions.”
285 Taunton Rd E #101, Oshawa, ON L1G 3V2
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McLaren Wealth Management

McLaren Wealth Management

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“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...”
In Business Since 2021
58 Rossland Rd W suite 207, Oshawa, ON L1G 2V5
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Finaid Financial Services

Finaid Financial Services

“If you are a business owner, the coordination of your personal and professional lives will help you to grow your business and take advantage from that. Last updates and new strategies can be used to help you effectively manage cash flow, credit and t...”
Free Initial Consultation
In Business Since 2017
29 Waverly St S, Oshawa, ON L1J 6Z1
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Kentris Financial Group of RBC Dominion Securities

Kentris Financial Group of RBC Dominion Securities

(1)
“Not only that, but he's open to any questions we have for him and takes the time to educate us so we're comfortable - I'm not sure many other advisors would do that.”
17 King St E 3rd Floor, Oshawa, ON L1H 1A8
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White R J Financial

White R J Financial

(1)
“Great professional and awesome service.”
226 Beatrice St W, Oshawa, ON L1G 7M9
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Fred Cacciotti CLU

Fred Cacciotti CLU

315 Aspen Ct, Oshawa, ON L1G 6H7
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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
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Durham Financial

Durham Financial

In Business Since 1998
58 Rossland Rd W Suite 216, Oshawa, ON L1G 2V5
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GTP TAX Services Inc.

GTP TAX Services Inc.

(20)
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
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Donald R Dasti & Associates

Donald R Dasti & Associates

(1)
“Great costumer service”
Free Initial Consultation
In Business Since 1998
125 Mary St E, Whitby, ON L1N 2P3
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SSJ Financial Services

SSJ Financial Services

(30)
Registered Retirement Savings Plan (Rrsp), Registered Education Savings Plan (Resp), Disability Insurance
“I had the privilege of using the extremely prompt and professional services of SSJ Financial Services on three occasions uptill now.”
Free Initial Consultation
In Business Since 2013
30 Greenhalf Dr, Ajax, ON L1S 7N6
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(30)
Financial Advisor Retirement Planning Services, Financial Planning and Investing, Life and Disability Insurance
“The amount of financial advice I got from him in just one meeting left me with a level of insight into my finances, and a plan of action that I had never experienced from any other planner or advisor.”
Licensed
Transparent Fees & Pricing
In Business Since 2019
Offers Financing Options
Serving Oshawa Area
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The Accounting Doc

The Accounting Doc

(23)
More Services, Specialized Services
“I just moved to Canada from India and Adnan from the Accounting Doc helped me understand how businesses work in Canada prior to arriving in Toronto via phone consult.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2019
1465 Pickering Pkwy Unit 100, Pickering, ON L1V 7G7
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A la Carte Financial

A la Carte Financial

(12)
  • Personal Financial
  • Life
  • Budget
“If you need a budget put in place, someone to review your finances and current budget, or someone to check in and hold you accountable, I'd highly recommend her services.”
In Business Since 2017
230 Westney Rd S unit#305, Ajax, ON L1S 7J5
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We Listen - Financial Planning Solutions

We Listen - Financial Planning Solutions

(21)
  • Knowledge
  • Goals
  • Needs
“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
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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
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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

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