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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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Been There Financial Planning
- Savings
“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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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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Wealth Strategies
“Rob took over my financial investment since 2005, at that time I lost $ with my previous financial planner, as being an MD you don't have the time and knowledge at managing your investments. Rob uses a conservative philosophy. I feel safe and my inve...”
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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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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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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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EO Family Wealth - Raymond James
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Retirement in View
- Tax
- Report
- Fee
“Ayana took all the time we needed to patiently explain the pros and cons of various approaches and allowed us to blue sky our future under a range of eventualities.”
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Ken Jacob CPA
“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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Mitch McLean Cfp, Financial and Investment Advisor
Private Alternative Investments, Insurance Planning, Wealth Creation
“Not only has he helped me achieve many financial goals already, he is so knowledgeable, quick to respond to any concerns I have and overall great to work with.”
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Gamblingtaxes.ca
- Cost
- Money
- Service
“Philippe Jette provided me with the required documents associated with this claim, ensured regular follow-up, provided all explanations clearly and precisely, I am very satisfied with his collaboration in my file.”
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Patrick Dumond - Courtier Hypothécaire
- Everything
- Present Tense
- Service
“My partner and I received increased support throughout our research, which spanned more than two years, and Patrick was always there to answer our questions and provide us with the necessary documents in a snap.”
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Jubilee Financials Limited
- Industry
- Quotes
- Travel Insurance
“Sohil's professionalism and expertise were evident in his ability to address my specific needs while providing valuable advice tailored to my circumstances.”
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Pk Accounting Professional Corporation
- Questions
- Responsive
- Tax Return
“You've found the right person if you're looking for a professional accounting and tax specialist who is serious about obtaining the most optimal outcome and maximum benefits for you.”
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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