Pickering, ON

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Pickering, ON
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Best Financial Advisors in Pickering, ON

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

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Money Navigator International

Money Navigator International

(16)
Coaching, Speaking
“This workshop was filled with valuable reminders of what good business practices are, practical tips on how to not only make money but to, more importantly, make a profit and sound advice on how to make the right decisions that will lead to sustainab...”
In Business Since 2018
1315 Pickering Pkwy suite 300, Pickering, ON L1V 7G5
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Do you need a Financial Coach or a Financial planner? Here are 3 differences to consider: Flexibility - strict scope of service. Coaches are flexible and can customize as clients need it. Focus - numbers and amortization tables; very black and white. Coaches focus on people and their potential first. Forecasting - based on formulas, charts, accepted models. Coaches forecast based on a client’s vision and their commitment to its realization. Both do much needed work. Both are experienced and professional Both may be needed as part of a woman’s financial journey. Knowing what you need and when you need it is important to having the right support at the right time. Find out more about what you can expect from working with a money coach here:...

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Akons Associates

Akons Associates

(15)
  • Questions
  • Information
  • Stress
“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
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Lennox Financial Group

Lennox Financial Group

(11)
  • Choice
  • Investment
  • Work
“I've known Chris Lennox and his team for about ten years, worked with them in a professional capacity for about 3-4 years when I chose to get my company on a group benefits program facilitated through them and have been using them personally for trav...”
1730 McPherson Ct #23, Pickering, ON L1W
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IPC Securities Corporation - Liiban Hersi

IPC Securities Corporation - Liiban Hersi

(1)
“I have learnt so much about investing from him through his calm and professional approach to educating clients.”
In Business Since 2008
1101 Kingston Rd Suite 150, Pickering, ON L1V 1B5
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Elan Planning and Wealth Management

Elan Planning and Wealth Management

“Liquidity, or access to cash, is an important part of a good financial security program. During your lifetime, many investment opportunities and financial emergencies will arise. Your ability to cope with these emergencies or take advantage of an opp...”
In Business Since 2020
1465 Pickering Pkwy #300, Pickering, ON L1V 7G7
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Ufirst Wealth - IPC Investment Corporation

Ufirst Wealth - IPC Investment Corporation

(2)
“They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level.”
Transparent Fees & Pricing
345 Kingston Rd Suite #204, Pickering, ON L1V 1A1
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Matheis Financial Group

Matheis Financial Group

Group Health and Pension Benefits, Personal Financial Services, Human Resource Solutions
“At Matheis Financial Group we have been giving advice and guidance to businesses, families and individuals for 39 years. Leverage our knowledge and expertise when you experience that life changing event.”
1101 Kingston Rd Suite 150, Pickering, ON L1V 1B5
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Desjardins Financial Security Investments

Desjardins Financial Security Investments

(1)
“Eric is just an amazing person, he was so helpful when I called him about a concern that I had, he was patient, and gave me great advice.”
345 Kingston Rd #108, Pickering, ON L1V 1A1
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Wealth Creators Accounting Services

Wealth Creators Accounting Services

“Wealth Creators Accounting & Financial Services, formally known as Apical Tax Services, is a boutique accounting practice located in the heart of Pickering, Ontario serving the broader Greater Toronto Area (GTA). We provide a full range of accounting...”
1848 Liverpool Rd, Pickering, ON L1V 1W3
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Accountaxforce

Accountaxforce

“We are a group of highly qualified professionals in the field of Accounting, Tax, Internal External Audit and Risk Management. We are dedicated to providing our clients with professional, personalized services and guidance in a wide range of financia...”
2357 Usman Rd, Pickering, ON L1X
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Donald G Turnbull Financial

Donald G Turnbull Financial

““Don is truly a professional; I like his openness and he is approachable; his willingness to help at all times and his knowledge of all things financial. Thank you for the advice you have provided, over the years you have served my family as our trus...”
In Business Since 2016
844 Breda Ave, Pickering, ON L1W 2K3
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Alpha Oasis

Alpha Oasis

(50)
  • Questions
  • Patient
  • Professional
“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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Amlb Cpas and Consulting

Amlb Cpas and Consulting

(26)
Cloud Bookkeeping, Doctors & Dentists, Payroll
“After recently joining Treefrog, AMLB was excellent at providing me with the necessary financial data to help with a smooth transition into my position.”
Remote Consultations Available
Serving Pickering Area
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Flip My Life

Flip My Life

(26)
Personal Financial Planning, Divorce Financial Planning, Insurance
“She took the time to listen to my concerns, aspirations, and fears about the future, and then crafted a strategy that not only addressed my immediate financial concerns but also laid a solid foundation for long-term financial security.”
In Business Since 2018
95 Mural St 6th Floor, Richmond Hill, ON L4B 3G2
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(19)
Financial Tools & Calculators, Insightful Readings, Member Toolkit
“He's helped remove money blocks that I previously was holding onto, helped me pay down my debt, and has also set me up for future financial goals in moments where I felt stuck and unable to move.”
55 Commerce Valley Dr W #502, Thornhill, ON L3T 7V9
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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.”
In Business Since 2012
Free Initial Consultation
39 Napiermews Dr, Ajax, ON L1T 0C9
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Yanchen Lucia Fu-Cpa, Professional Corporation

Yanchen Lucia Fu-Cpa, Professional Corporation

(1)
“Really Impressed by high quality services and reasonable rates Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Offers Financing Options
255 Duncan Mill Rd Suite 512, North York, ON M3B 3H9
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Objective Financial Partners

Objective Financial Partners

(50)
Paraplanning and Outsourced Planning, Money Coaching, Financial Planning For Seniors
“Speaking as someone who is not financially savvy, she has been incredibly helpful and kind in navigating me out of my prior FA and aiding me to establish my own financial freedom.”
In Business Since 2012
Transparent Fees & Pricing
Remote Consultations Available
CGA Certified
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Harris & Partners

Harris & Partners

(46)
Debt Relief Services, Debt Relief For Businesses
“I really can't say enough about their ability to make me feel comfortable and not judged about some of the one might say, "questionable" financial decisions I may have made in the past to get me to the point of where a consumer proposal was my best o...”
In Business Since 2013
Free Initial Consultation
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Etaxcan

Etaxcan

(50)
Personal Tax Returns, Accounting & Book Keeping, HST Filing / Wsib Filing
“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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Sharptax Consulting

Sharptax Consulting

(50)
Tax and Accounting, Financial Planning, Business Services
“With the professional support and advice of Sharptax consulting we were not only able to submit the late returns but also got the refund of more than $10K.”
12 Northvale Rd, Markham, ON L6B 1G4
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Small Businesses, Real Estate Investors, Realtors & Prec
“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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Merrick Financial

Merrick Financial

(49)
Financial Plan, Investment Analysis, Ongoing Support
“I found Chris very straightforward and easy to work with, and he gave me good advice to reach my goals while taking some of the stress out of the decision making!”
53 Coleridge Ave, Toronto, ON M4C 4H4
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Filing Taxes | Accountant Toronto

Filing Taxes | Accountant Toronto

(41)
U.S Tax Accounting, Real Estate Tax, HST Returns
“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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Retirement Planning and Investment Management Services in Pickering, ON Cost Estimates

Minimum cost
$1235
Maximum cost
$10494
National Average
$3704
Avg Per Hour Rates
$371
$2469
$6790
Fair price range is based on 287 cost profiles
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Average Cost $3704
Minimum cost $1235
Maximum cost $10494
Avg Per Hour Rates $371

Fair range $2469 to $6790 is based on 287 cost profiles.

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