Best Financial Advisors in Scugog, ON

The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Scugog area.

Donald R Dasti & Associates

Donald R Dasti & Associates

(1)
“Great costumer service”
In Business Since 1998
Free Initial Consultation
125 Mary St E, Whitby, ON L1N 2P3
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(30)
Real Estate, Financial Planning and Investing, Investment Management
“I also appreciate the personal care that is provided by all staff, and the periodic updates from Chad Harmer who shares his views as to where the economy is going and why they will emphasize certain markets and sectors over others.”
In Business Since 2019
Transparent Fees & Pricing
Offers Financing Options
Licensed
Serving Scugog Area
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Sharptax Consulting

Sharptax Consulting

(30)
Tax and Accounting, Financial Planning, Business Services
“My friends I truly believe it's worth investing money in the expertise of Sharptax because you might just receive even more on your tax return than you would anywhere else, and you have the peace of mind knowing your taxes were handled by a true prof...”
In Business Since 2017
12 Northvale Rd, Markham, ON L6B 1G4
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LDR Financial - No Medical

LDR Financial - No Medical

(12)
“Our family has relied on Lee for many years for our insurance needs and when my father passed away the process of retrieving the insurance money when it was most needed was very smooth, which is extremely important when a family is grieving a loved o...”
In Business Since 2022
Free Initial Consultation
Remote Consultations Available
285 Taunton Rd E, Oshawa, ON L1G 3V2
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Unique Accounting Services

Unique Accounting Services

(11)
Small Business Accounting, CFO Services, Strategic Business Planning
“I quickly learned that Mohamed is very happy to share his knowledge and no matter how busy he is, he always makes the time to talk, always calling me back promptly and we always have a good laugh!”
In Business Since 2015
Free Initial Consultation
909 Simcoe St N #200, Oshawa, ON L1G 4W1
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Inclusive Accounting

Inclusive Accounting

(7)
Accounting Services, Wealth Management, HR Solutions
“When we first engaged with Clarissa she inherited less than optimal 'books' from our previous accountant (both business and personal).”
In Business Since 2016
73 Centre St S, Oshawa, ON L1H 4A1
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RS Tax Service

RS Tax Service

(6)
“I will definitely do my taxes here next year along with my parents and I will recommend them to anyone looking for a tax place.”
In Business Since 2013
Family Business
105 Mary St W, Whitby, ON L1N 2R4
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Jeff Salter Aligned Capital Partners

Jeff Salter Aligned Capital Partners

(1)
“I have been dealing with Greg for many years and very happy with his service.”
In Business Since 2011
Transparent Fees & Pricing
[email protected], 400 Dundas St W Suite 205, Whitby, ON L1N 2M7
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Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(2)
“He tailored a plan that was best suited to me and it feels great to know that I have the protection and security I need going forward.”
In Business Since 2022
179 King St E Second Floor, Oshawa, ON L1H 1C2
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Christopher Simpson, CIM

Christopher Simpson, CIM

(7)
Wealth Management, Life Insurance, Banking and Mortgage Products (On a Referral Basis)
“"This award recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, personal and professional qualities and accomplishments have brought distinction to the investment/financial indust...”
In Business Since 2012
66 Baldwin St Suite 204, Whitby, ON L1M 0L6
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The Pension Specialists

The Pension Specialists

(1)
“Went to figure out what to do about investing my pension after my employers went out of business.”
In Business Since 2004
604 Brock St S, Whitby, ON L1N 4K9
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Ken Huggins

Ken Huggins

(1)
“This is your guy!”
In Business Since 2018
305 Brock St N, Whitby, ON L1N 4H8
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Adrian Short Cpa, Cga, CFP

Adrian Short Cpa, Cga, CFP

“Mutual funds, and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exchange traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and regist...”
In Business Since 2005
Licensed
14 Silver St, Bowmanville, ON L1C 3C3
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IG Wealth Management - Conor Amyot

IG Wealth Management - Conor Amyot

“Conor is a young professional with a long, bright future ahead of him at IG Wealth Management. His commitment to excellent client service and high-quality financial planning are outshone only by his dedication to putting the needs of clients first. C...”
In Business Since 1995
1361 Grandview St N, Oshawa, ON L1K 0G1
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Hammond Financial

Hammond Financial

(6)
  • Retirement
“I knew a lot of basics but wondered how best to handle drawing down RRSPs, when to convert to RIFs, when to take CPP and OAS, making the best use of TFSAs and how much to be able to spend each year!”
In Business Since 2014
Transparent Fees & Pricing
16 Sabbe Crescent, Ajax, ON L1T 4E3
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The Money Cafe Corporation

The Money Cafe Corporation

“As an Independent & Unbiased Financial Services Firm, We Have Access to Canada's Top Financial Services & Product Providers. This is One of the Reasons we Do Not Initially Focus on Products; Instead, we Focus on Addressing the Financial Concerns and/...”
In Business Since 2016
306-22 King St W, Oshawa, ON L1H 1A3
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Ian Webster the Financial Fighter

Ian Webster the Financial Fighter

(2)
“The difference this time is that I had ian's skillful guidance throughout the last process, listened and applied and now through the next few months the worrying of financial pressure is not there.”
In Business Since 2011
Transparent Fees & Pricing
3251 Country Ln, Whitby, ON L1P 1T5
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Roche Financial Group

Roche Financial Group

(1)
Belleville, Whitby, Orangeville
“But better safe than sorry for accuracy”
15+ Years Experience
946 Simcoe St N, Oshawa, ON L1G 4W2
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KFB Financial Services

KFB Financial Services

(1)
“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.”
In Business Since 2005
326 Dundas St E 2nd floor, Whitby, ON L1N 2J1
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Annex Financial Services

Annex Financial Services

(1)
“Great service.”
In Business Since 2002
326 Dundas St E, Whitby, ON L1N 2J1
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Copetti & Co

Copetti & Co

(1)
“This accounting office is very proffesional and accomodating.”
In Business Since 2002
601 Brock St S, Whitby, ON L1N 4L1
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The Living Benefits Group

The Living Benefits Group

Individual Insurance, Disability Management, Executive Compensation Programs
“The Living Benefits Group is small enough to deliver personalized attention, yet large enough to serve the complex and diverse needs of our clients through a unique network of knowledgeable and experienced experts in Tax and Estate Planning, Corporat...”
In Business Since 2004
Offers Financing Options
310 Byron St S #4, Whitby, ON L1N 4P8
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Finaid Financial Services

Finaid Financial Services

“If you are a business owner, the coordination of your personal and professional lives will help you to grow your business and take advantage from that. Last updates and new strategies can be used to help you effectively manage cash flow, credit and t...”
In Business Since 2017
Free Initial Consultation
29 Waverly St S, Oshawa, ON L1J 6Z1
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McLaren Wealth Management

McLaren Wealth Management

McLaren Wealth Management, Manage Subscriptions, Sign up
“With over 30 years of experience, Mike McLaren is a Partner at Equity Associates Inc. as an independent financial consultant. Mike has his CPCA and CEA designations. Mike has been a long term member of Rotary International. Rotary helps, local, provi...”
In Business Since 2021
58 Rossland Rd W suite 207, Oshawa, ON L1G 2V5
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Retirement Planning and Investment Management Services in Scugog, ON Cost Estimates

Minimum cost
$1206
Maximum cost
$10251
National Average
$3618
Avg Per Hour Rates
$362
$2412
$6633
Fair price range is based on 391 cost profiles
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Average Cost $3618
Minimum cost $1206
Maximum cost $10251
Avg Per Hour Rates $362

Fair range $2412 to $6633 is based on 391 cost profiles.

Why these companies made our list

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