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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.”

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Larmond Risk Management Insurance

(18)

Policy
Family
Knowledge

“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.”

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Unique Accounting Services

(12)

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!”

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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.”

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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!”

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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.”

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Dana Snedden CPA Professional Corporation is here to help you file your corporate tax return. We understand the demands and stresses of running a small business, which is why we offer a comprehensive range of services that make sure you have all the information to complete your taxes properly. The fact that operating your small business impacts not just yourself but also those close to you means it's important for us too - our team will take care of everything so you don't have anything else on your plate!

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Johnathan Pollock - Thompson & Pollock Wealth

(7)

“I trust him with my next financial steps every time something changes in my life and he always has a detailed explanation to follow that I can actually understand.”

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Lake Front Financial

(1)

“Beautiful beach and park”

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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...”

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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...”

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Roche Financial Group

(1)

Bowmanville, Norland, Orangeville

“But better safe than sorry for accuracy”

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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...”

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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.”

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White R J Financial

(1)

“Great professional and awesome service.”

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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.”

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Goals Based Financial Planning

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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...”

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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 ...”

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Fred Cacciotti CLU

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Durham Financial

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GTP TAX Services Inc.

(22)

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.”

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Donald R Dasti & Associates

(1)

“Great costumer service”

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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.”

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SSJ Financial Services

(46)

Registered Retirement Savings Plan (Rrsp), Registered Education Savings Plan (Resp), Disability Insurance

“They helped selecting the right policy, answered all queries, helped updating the policy multiple times as per changes in travel plans, and finally the refund at the end of travel was done promptly.”

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Average Cost	$3728
Minimum cost	$1243
Maximum cost	$10562
Avg Per Hour Rates	$373

Best Financial Advisors in Oshawa, ON

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

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

Larmond Risk Management Insurance

Unique Accounting Services

LDR Financial - No Medical

Inclusive Accounting

Dana Snedden CPA Professional Corporation

Johnathan Pollock - Thompson & Pollock Wealth

Lake Front Financial

The Money Cafe Corporation

IG Wealth Management - Conor Amyot

Roche Financial Group

McLaren Wealth Management

Hillcrest Financial Group

White R J Financial

Kentris Financial Group of RBC Dominion Securities

Goals Based Financial Planning

Finaid Financial Services

Suchan McQuaid Wealth Management

Fred Cacciotti CLU

Durham Financial

GTP TAX Services Inc.

Donald R Dasti & Associates

Harmer Wealth Management Corp.

SSJ Financial Services

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

Why these companies made our list

Wealth Management Advisors near Oshawa

Popular in Oshawa