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Money Navigator International

(16)

Management
Knowledge
Planning

“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...”

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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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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...”

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IPC Securities Corporation - Liiban Hersi

(1)

“I have learnt so much about investing from him through his calm and professional approach to educating clients.”

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Elan Planning and Wealth Management

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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.”

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Matheis Financial Group

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The 24 firms listed for Pickering, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Pickering, ON

8 of the 24 firms we list are based in Pickering; the other 16 serve Pickering from towns including Markham (15 km), Toronto (25 km) and Scarborough (13 km). 22 of the firms on this page have a rating, from 4.5 to 5.0 across 937 reviews; 9 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (79%) and quality (65%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "expertise". 4 are open on Saturdays and 3 on Sundays. 1 lists staff certifications (CFP). 8 have ten or more years of experience, the longest 24 years. 1 offers remote or virtual consultations; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 20 list a public email and 8 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Pickering take financial planning bookings online?

8 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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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.”

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Donald G Turnbull Financial

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Objective Financial Partners

(50)

Expertise
Responsive
Tax

“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.”

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Sharptax Consulting

(50)

Accountant
Financial Planning
Family

“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.”

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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.”

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Etaxcan

(50)

Family
Knowledge
Financial

“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.”

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Merrick Financial

(49)

Selling
Business
The Future

“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!”

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Grant Matossian, Cga, CFP

(47)

Personal Tax
Tax Refund
Family

“He's extremely knowledgeable, professional and competent when it comes to all aspects of accounting & he's there to help with any concerns/ questions you may have.”

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Flatiron Wealth Management

(50)

Confident
Business
Team

“Andrew and Jeff have been immensely helpful as trusted advisors, guiding and supporting our family with a holistic approach to financial planning, as we navigate a new chapter.”

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Legacy Financial

(44)

Confident
Financial Planning
Questions

“Trevor has been encouraging throughout the ups and downs experienced thus far while I align my behaviours and resources to my desired financial future.”

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

(43)

Life
Retirement
Family

“A new job, new baby, new house, whatever stage you are at, Brandon can assess your situation to provide you a thoughtful recommendation to keep you in line with your goals.”

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Bellwether Family Wealth

(42)

Team
Quality
Goals

“Not only have I had a wholesome/trusting experience with Richard Heinrich and the team, I have seen results which I would deem, beyond impressive and almost surprising with how things are in the world currently.”

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Safri Financial

(47)

Insurance
Individual
Professional

“Shabbir is an experienced financial professional who will concretely advise individuals to match the industry needs and aspirations of each client, the best part is that he will positively look into finding solutions to enhance the benefit of his ser...”

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Andreoli Financial Services

(29)

Company
Questions
Insurance

“Since we started working together, I have noticed that he puts a lot of effort into communicating frequently, making sure all of my decisions are informed, and taking my questions and concerns seriously.”

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Buxton Financial For Retirement

(34)

Confidence
Life
Financial Plan

“Aside from the comfort level and trust in sharing my financial history, she welcomed and answered all of my financial questions throughout the planning process.”

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Amlb Cpas and Consulting

(26)

Organized
Incorporated
Team

“After recently joining Treefrog, AMLB was excellent at providing me with the necessary financial data to help with a smooth transition into my position.”

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Armen Martirosyan

(32)

Understanding
Options
Patient

“Great experience with Armen,very hard working an pays attention to your needs to find me you the best Insurance possible give him a call today I recommend him 100% fantastic customer service”

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Flip My Life

(26)

Financial Well-Being
Insurance Policy
Team

“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.”

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Best Financial Advisors in Pickering, ON

Money Navigator International

Lennox Financial Group

IPC Securities Corporation - Liiban Hersi

Elan Planning and Wealth Management

Ufirst Wealth - IPC Investment Corporation

Matheis Financial Group

Area overview: Pickering, ON

Desjardins Financial Security Investments

Donald G Turnbull Financial

Objective Financial Partners

Sharptax Consulting

Alpha Oasis

Etaxcan

Merrick Financial

Grant Matossian, Cga, CFP

Flatiron Wealth Management

Legacy Financial

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

Bellwether Family Wealth

Safri Financial

Andreoli Financial Services

Buxton Financial For Retirement

Amlb Cpas and Consulting

Armen Martirosyan

Flip My Life

Why these companies made our list

Financial Advisors near Pickering

Popular in Pickering

Tools: Financial Advisors