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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.”

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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...”

Featured

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

(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.”

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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...”

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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

“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...”

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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

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.”

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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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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...”

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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...”

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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...”

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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.”

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GTP TAX Services Inc.

(22)

Dealings With the CRA, Bookkeeping Solutions, Personal Tax

“They were able to give us the clarity and information that we needed to file our taxes accurately and to maximize our return which is a process can be very confusing especially as a new business owner.”

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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.”

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Yourlife Financial

(2)

“I am endorsing Colin Marcus, not just for his financial skills but his attention and caring for his clients to give them piece of mind when they need help most, at end of life or just passing the batton to the next family members in line”

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Donald R Dasti & Associates

(1)

“Great costumer service”

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Protect Financial

(1)

“Very knowledgeable Advisor”

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Objective Financial Partners

(50)

Financial Planning For Seniors, Family Financial Planning, Services For Other Professionals

“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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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.”

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Sharptax Consulting

(50)

Tax and Accounting, Financial Planning, Business Services

“We are well taken care of, and the service is on time, given with full accountability and respect to our wishes and we would recommend everyone to use them.”

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Filing Taxes

(42)

U.S Tax Accounting, Real Estate Tax, HST Returns

“Their team is very responsive and have helped me all along the way in answering my questions, corporation tax filing and taking care of my accountancy needs.”

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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.”

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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.”

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Average Cost	$3704
Minimum cost	$1235
Maximum cost	$10494
Avg Per Hour Rates	$371

Best Financial Advisors in Pickering, ON

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

The Accounting Doc

Money Navigator International

Akons Associates

Lennox Financial Group

IPC Securities Corporation - Liiban Hersi

Elan Planning and Wealth Management

Ufirst Wealth - IPC Investment Corporation

Matheis Financial Group

Desjardins Financial Security Investments

Wealth Creators Accounting Services

Accountaxforce

Donald G Turnbull Financial

Amlb Cpas and Consulting

GTP TAX Services Inc.

Affinity Capital Management Inc.

Yourlife Financial

Donald R Dasti & Associates

Protect Financial

Objective Financial Partners

Rethink CPA Professional Corporation

Sharptax Consulting

Filing Taxes

Etaxcan

Alpha Oasis

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

Why these companies made our list

Wealth Management Advisors near Pickering

Popular in Pickering