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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The Accounting Doc

The Accounting Doc

(23)
Specialized Services, More Services
“Inspire of me not having all the necessary documents and this is the first time me filing the taxes, Salman helped me collate all the documents and also finalised on the refund amount in a simple and accurate way.”
In Business Since 2019
Free Initial Consultation
Transparent Fees & Pricing
1465 Pickering Pkwy Unit 100, Pickering, ON L1V 7G7
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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...”
1315 Pickering Pkwy suite 300, Pickering, ON L1V 7G5
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Akons Associates

Akons Associates

(13)
  • 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.”
1315 Pickering Pkwy suite 300, Pickering, ON L1V 7G5
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Lennox Financial Group

Lennox Financial Group

(7)
  • Work
“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
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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.”
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...”
In Business Since 2021
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)
  • Professional
  • Accounting
  • 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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Flatiron Wealth Management

Flatiron Wealth Management

(50)
  • Confident
  • Family
  • Team
“I'd recommend Flatiron to anyone looking for an adviser they can trust to handle their financial future with the same level of care they would their own.”
In Business Since 2021
49 Wellington St E #400, Toronto, ON M5E 1C9
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Pinnacle Accounting AND TAX Consultants

Pinnacle Accounting AND TAX Consultants

(49)
  • Tax Return
  • Patient
  • Family
“I had bad experince with my first accountant that I was not able to get single penny from my return, this year I filed my returns through Pinnacle and guess what I received my first return in first 15 days..”
In Business Since 2023
18 Kenaston Gardens, North York, ON M2K 3C7
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Amlb Cpas and Consulting

Amlb Cpas and Consulting

(25)
Cloud Bookkeeping, Doctors & Dentists, Payroll
“Not only has he provided superb services, but Ally has also volunteered as a speaker and key contact for our program aimed at supporting entrepreneurs and is always willing to collaborate and provide additional value.”
Remote Consultations Available
Serving Pickering Area
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Dethomas Wealth Management

Dethomas Wealth Management

(16)
Planning & Insurance, Portfolio Review, Private Wealth
“Would highly recommend their services if you are looking to grow your RRSP's, my funds have had great performance over the years and the staff are very knowledgeable, explaining all my options so that I can have the retirement I am hoping for.”
In Business Since 2016
Family Business
Expensive Price Tag
9033 Leslie St Unit 1, Richmond Hill, ON L4B 4K3
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Tax Doctors Canada

Tax Doctors Canada

(19)
Request a Free Consultation, Back Taxes, Bookkeeping Services
“Blair has provided me with extensive information about life, critical illness, and disability insurance and has arranged all of the policies while making it as simple as possible for me.”
250 Main Street Markham N, Markham, ON L3P 1Y7
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(19)
Member Resources, Member Login Portals, Insightful Readings
“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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Thompson Financial Services

Thompson Financial Services

(1)
Non-Medical Insurance, Critical Illness Insurance, Group Rrsp
“Will always recommend them to all in my professional circle and family and friends.”
Free Initial Consultation
Serving Pickering Area
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Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(7)
“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
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Durham Asset Management

Durham Asset Management

(1)
“Gives you the best and consistent returns on your investment.”
Free Initial Consultation
110 Ritchie Ave, Ajax, ON L1S 7G5
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Levesque Wealth Planning

Levesque Wealth Planning

“Linda and Dan have a lot of experience.”
In Business Since 2014
2075 Kennedy Rd 5th Fl, Scarborough, ON M1T 3V3
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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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