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Pierre Dauth Financial Services
“As customers we continue to be very well served by the entire team year after year.”
Best Financial Advisors in Rockland, ON
The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Rockland area.
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Lucra Financial Group
“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that...”
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Clarity Divorce Centre
- Tools
- Separation
- Workshops
“We would highly recommend Clarity Divorce Centre to anyone moving through separation and divorce who is looking for support and guidance from experienced individuals.”
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Doyle Salewski
Consumer Proposals, Debt Management Solutions, Business Solutions
“Highly recommend him and DS Positive Responsiveness, Quality, Professionalism, Value”
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Been There Financial Planning
- Meeting
- Retirement
- Strategy
“Following a handful of incredibly organized meetings, William provided us with realistic projections for retirement, a variety of well-explored scenarios, and an in-depth financial plan (addressed investments, tax liability, end-of-life/disability pl...”
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Sapience Financial Management
Cashflow Management, Lifestyle Protection, Wealth Creation
“I appreciated the time they took to review my investments and provide guidance for my personal planning.”
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Solution Finance
“Coaching and Mentorship provides personalized guidance to improve your credit management skills. This service includes one-on-one coaching and mentorship, helping you understand credit reports, scores, and strategies to enhance your creditworthiness....”
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Financial Solutions
“I have been going here for a few years now and I've always received great service.”
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Wealth Strategies
Portfolio Management
“He and his team offer a personalized service.”
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Rochebanyan
“I should have done this a while ago, in fact some years ago, as that is how long I have been dealing with this firm for my financial planning requirements.”
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Walker Financial Services
“When we decided to buy a new boat, I spent hours on the phone with our banks and the rates and options we received were less than desired.”
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Holliswealth : Stephen Roos
“Our team of dedicated professionals is here to assist you in achieving all your financial goals. With services including investment advice, financial planning, tax minimization, insurance, retirement planning, and estate counsel, our aim is to help y...”
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Fliesser Financial - Financial Advisor
“My wife and I are ready to retire and in the enviable position of having saved a fair nest egg to enjoy our retirement. With multiple pensions and various savings plans and investment accounts we were facing a complex scenario. We had questions on wh...”
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Piyush Agrawal
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IG Gestion Privée de Patrimoine -Équipe Tremblay
“Êtes-vous parmi les 32 000 Canadiens ou Canadiennes qui devront le payer? De nombreuses personnes n'ont pas entendu parler de l'impôt minimum de remplacement (IMR), ce qui n'est pas surprenant lorsqu'on découvre que seul un petit pourcentage des cont...”
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Moneyweb Financial
Checklist I: Completing THE Retirement Plan AT Retirement, Checklist II: Completing THE Investment Plan AT Retirement, Checklist Iii: Optimizing THE Retirement MIX
“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through AC...”
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Access Capital Solutions
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EO Family Wealth - Raymond James
“At EO Family Wealth Counsel of Raymond James Ltd., we believe that your investment portfolio must serve your needs, your family situation, and your life. We value communication and are committed to tailoring investment portfolios to meet your unique ...”
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IPC Investment Corporation - Guy Seguin
Estate Planning, Retirement Income, Tax Planning
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
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Kurtz & Associates
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Retirement in View
- Tax
- Report
- Fee
“We engaged Ayana to assist with retirement planning, with particular questions around defined benefit buybacks, as well as tax effectiveness for our retirement plan.”
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Ken Jacob CPA
- Fair
- Questions
“Not only did Ken work diligently to make sure I had a complete, and maximized return, but helped me with a CRA review that turned out to have uncovered other deductions my last accountant missed.”
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Exponent Investment Management
Financial Planning, Individual Pension Plan, EIM Partners Fund
“The estate needs to pay funds to the recipients on an on-going basis and this requires attention to details to ensure this occurs.”
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Gamblingtaxes.ca
- Gain
- Tax Refund
- Service
“I would highly recommend them to anyone trying to reclaim tax from America philippe was outstanding in the work he done for me and I was successful in getting my tax back thanks to his hard work”
Retirement Planning and Investment Management Services in Rockland, ON Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on
318 cost profiles
Why these companies made our list
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