Financial Planner I B G Financial Corp. I the Max Financial
“He has always helped me meet my financial goals, helped me buy a house and has been someone that I know I can count on.”
Best Financial Advisors near Scugog, ON
These firms serve Scugog from nearby bases in Oshawa, Whitby and Uxbridge.
15 firms listed · 10 rated 4.5+
Data verified October 18, 2026
Book onlineBook
Larmond Risk Management Insurance
“Chad's knowledge and guidance put me at ease throughout the entire process, ensuring that my questions and concerns were thoroughly addressed.”
Johnathan Pollock - Thompson & Pollock Wealth
“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.”
Donald R Dasti & Associates
Life's Journey Financial Services
KFB Financial Services
“I recently contacted KFB for financial advice relating to mortgages and debt and the team was extremely helpful and knowledgeable walking me through some options and explaining the pros and cons.”
The 15 firms listed for Scugog, 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: Scugog, ON
12 of the 15 firms on this page have a rating, from 3.7 to 5.0 across 118 reviews; 10 are rated 4.5 or higher. 5 have ten or more years of experience, the longest 30 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 13 of the firms on this page; 11 publish a contact page and 8 list a public email. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
The Money Cafe Corporation
Christopher Simpson, CIM
“This is exemplified by his outreach to us in turbulent times to solicit our feelings and suggest changes, if required, aligned with our retirement planning.”
Annex Financial Services
“He has taken the time to explain things thoroughly and suggested best options.”
Ken Huggins
White R J Financial
Suchan McQuaid Wealth Management
Manulife Securities
Rempel Capital Wealth Management
Roche Financial Group
“I recently had a wonderful experience the team was beyond friendly they fixed the issued with my taxes 10/10 would definitely recommend.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
