Best Financial Advisors in Owen Sound, ON

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Owen Sound area.

Steve Welker and Company

Steve Welker and Company

(49)
  • Mind
  • Professional
  • Understanding
“It's been more than year since I contacted them for the first time and I was really surprised how fast and professionally they solved my problem with credit cards.”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
Mortgage Renewals, Mortgage Pre-Approval, Debt Consolidation
“They patiently addressed all my inquiries, offered tailored support, and provided actionable insights that have been instrumental in my professional development.”
In Business Since 2024
Offers Financing Options
Licensed
Transparent Fees & Pricing
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Tembo Financial

Tembo Financial

(50)
Debt Consolidation Loans Ontario, Deposit Loans, Finance Solutions Ontario
“They are extremely, knowledgeable, honest, thorough, and very professional They go above and beyond and always respond to calls and emails in a timely fashion.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Tax Planning & Returns, Accountant on Call, Business Registration
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
In Business Since 2009
Transparent Fees & Pricing
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Objective Financial Partners

Objective Financial Partners

(50)
Services For Other Professionals, Tax Planning and Preparation, Fee-Only, Advice-Only Financial Planning
“Thanks to their lack of specific product recommendations and conflicts of interest, I now have a trusted partner I can reach out to in order to navigate life events with confidence.”
In Business Since 2012
Remote Consultations Available
CGA Certified
Transparent Fees & Pricing
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Lexaltico

Lexaltico

(49)
Real Estate Services, Canadian Relocation Package, Tax Consulting
“They've been very prompt in responding to my inquiries and have provided clear and helpful advice throughout the process, especially as a first-time homebuyer.”
In Business Since 2022
Coupons & Offers
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
Personal Tax, Accounting & Bookkeeping, Virtual Personal Tax Returns
“Just like any relationship, things are not perfect 100% of the time, but what's important, is that they truly care about you and set high standards for customer care.”
In Business Since 2005
Remote Consultations Available
Serving Owen Sound Area
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Etaxcan

Etaxcan

(50)
Personal Tax Returns, HST Filing / Wsib Filing, Corporate Tax Returns
“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”
305 Milner Ave Unit #301, Scarborough, ON M1B 3V4
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Harris & Partners

Harris & Partners

(46)
Debt Relief Services, Debt Relief For Businesses
“Thank you, Harries and Partners, and a special thank you to Ricky Dsouza for helping us navigate through a difficult time with such professionalism and care.”
In Business Since 2013
Free Initial Consultation
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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The Money Mint

The Money Mint

(50)
  • Stress
  • Mortgage
  • Family
“He created an easy to understand spreadsheet that allowed me to understand the various rates, buying scenarios, and monthly costs associated with the mortgage.”
20+ Years Experience
Offers Financing Options
2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Small Businesses, Realtors & Prec, Real Estate Investors
“I look forward to working with him as my small business grows and I always recommend his service to anyone looking for a professional and knowledgeable accountant that supports small business owners.”
In Business Since 2020
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Alpha Oasis

Alpha Oasis

(50)
  • Confidence
  • Professional
  • Investment
“For 20+ years I have received valuable professional financial advice from Bose Odueke the proprietor of Alpha Oasis,  who provided me insightful actionable advice that was instrumental to making important financial decisions such as life insurance.”
In Business Since 2002
Free Initial Consultation
304-80 Corporate Dr, Scarborough, ON M1H 3G5
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Sharptax Consulting

Sharptax Consulting

(50)
Tax and Accounting, Business Services, Financial Planning
“Sharptax Consulting has been filling my taxes over the last five years and I'm extremely satisfied with their service and the level of competence they hold.”
12 Northvale Rd, Markham, ON L6B 1G4
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Sawaya CPA - Tax & Accounting Services

Sawaya CPA - Tax & Accounting Services

(50)
  • Financial
  • Questions
  • Patient
“He not only helped me establish my dentistry professional corporation but also handled my personal taxes with exceptional knowledge and attention to detail.”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
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Mustafai Immigration

Mustafai Immigration

(49)
PR Card Renewal, Extension of Status, Citizenship Application
“As it was the first time that I was applying for their visas, I decided to proceed with the help of someone who is well-experienced, professional and has an excellent success rate.”
1+ Years Experience
3464 Kingston Rd Suite #208A, Toronto, ON M1M 1R5
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Merrick Financial

Merrick Financial

(49)
Financial Plan, Ongoing Support, Retirement Planning
“Chris was able to answer all of my questions and get me pointed in the right direction which right away resulted in considerable savings and security for the future.”
53 Coleridge Ave, Toronto, ON M4C 4H4
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Filing Taxes | Accountant Toronto

Filing Taxes | Accountant Toronto

(41)
Taxes For Non-Residents, Financial Statements, Audit & Insurance
“I wasn't sure that spending money for a consultation would be wise, but now I feel better and I believe I will save an unknown but possibly frightening amount of money by using the advice I got from them.”
Remote Consultations Available
Free Initial Consultation
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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Fortax

Fortax

(49)
  • Business
  • Professional
  • Prices
“In every step of my life here in Canada as a student and a young professional they helped me so much by getting my taxes done in a seamless and professional manner.”
Free Initial Consultation
2 St Clair Ave W 18th Floor, Toronto, ON M4V 1L5
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Mak Tax & Accounting Services

Mak Tax & Accounting Services

(48)
Self Employment, Personal Income Tax, CRA Audit Representation
“The team at Maktax demonstrated a high level of responsibility in handling my tax affairs, ensuring that everything was accurately completed and submitted on time.”
In Business Since 2011
4900 Sheppard Ave E unit 1, Scarborough, ON M1S 4A7
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Ai Financial

Ai Financial

(48)
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
Free Initial Consultation
350 Hwy 7 #310, Richmond Hill, ON L4B 3N2
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Grant Matossian, Cga, CFP

Grant Matossian, Cga, CFP

(47)
Consultation For Personal, Business, Farming & Rental Income Tax, Personal & Corporate Financial Planning, Incorporation and Dissolution of Businesses
“Grant is professional and has great Tax knowledge (for residents and nonresidents), He will patiently guide you thru all the steps and provide the best recommendation.”
In Business Since 2009
20 Amber St #6, Markham, ON L3R 5P4
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Canada Freedom Financial Centre

Canada Freedom Financial Centre

(47)
“Extremely so happy,i am glad that I contacted you, this was extremely helpful for situation was in with financial I was struggling through I am not paying anymore interest to the bank I was borrowing, so happy I am not to paying extra money, was paye...”
Free Initial Consultation
77 City Centre Drive, East Tower, Suite 501, Mississauga, ON L5B 1M5
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Patel Accounting and Taxation

Patel Accounting and Taxation

(47)
Business Registration and Corporate Filing, Personal Tax Return, Accounting
“He always finds a solution no matter how complex the problem is and always keeps a realistic expectation which is very critical from customer standpoint.”
2100 Ellesmere Rd Suite 112, Scarborough, ON M1H 3C3
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Novel Wealth

Novel Wealth

(50)
  • Confidence
  • Team
  • Wealth Management
“Mark and team have been our trusted financial advisers since relocating our branding agency to Canada, and their investment and interest in our success has never wavered.”
In Business Since 2023
25 Morrow Ave Suite 202, Toronto, ON M6R 2H9
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Retirement Planning and Investment Management Services in Owen Sound, ON Cost Estimates

Minimum cost
$1216
Maximum cost
$10334
National Average
$3648
Avg Per Hour Rates
$365
$2432
$6687
Fair price range is based on 542 cost profiles
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Average Cost $3648
Minimum cost $1216
Maximum cost $10334
Avg Per Hour Rates $365

Fair range $2432 to $6687 is based on 542 cost profiles.

Why these companies made our list

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