Scugog, ON

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Scugog, ON
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Best Financial Advisors in Scugog, ON

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

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On Point Wealth & Risk Management

On Point Wealth & Risk Management

“Insurance products, including segregated fund policies, are offered through On Point Wealth and Risk Management Inc., and investment Representatives Steve Code, Ben Deith, Chris Stoyko, Stephen Brumm and Peter Killam offer mutual funds and referral a...”
29 Scugog St, Bowmanville, ON L1C 3H7
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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.

(50)
Real Estate, Financial Planning and Investing, Investment Management
“Their team's professionalism,  customer service centric focus, and their ability to match each client's needs with the best mortgage and investment options in the marketplace, definitely lead to a unique experience for each and everyone of their clie...”
In Business Since 2019
Transparent Fees & Pricing
Offers Financing Options
Licensed
Serving Scugog Area
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Sharptax Consulting

Sharptax Consulting

(50)
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...”
12 Northvale Rd, Markham, ON L6B 1G4
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Financial Planner I B G Financial Corp. I the Max Financial

Financial Planner I B G Financial Corp. I the Max Financial

(43)
  • Family
  • Financial Services
  • Questions
“I have trusted Brandon with my investments and borrowing needs for many years, and as I come closer to retirement and having my children going in to post secondary school, my trust in him has been paid with a very solid and secure future.”
158 Centre St S, Oshawa, ON L1H 4A4
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Larmond Risk Management Insurance

Larmond Risk Management Insurance

(18)
  • Professional
  • Family
  • Team
“Also, as someone who is younger and at an early stage of my career, I sometimes find financial professionals to be condescending as they assume I have little knowledge of personal financial topics.”
Family Business
187 King St E Suite 101, Oshawa, ON L1H 1C2
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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

(12)
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!”
Free Initial Consultation
909 Simcoe St N #200, Oshawa, ON L1G 4W1
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Anna Armata - Chartered Professional Accountant

Anna Armata - Chartered Professional Accountant

(15)
  • Work
“Not only did Anna finish my taxes in a timely manner, but she informed me of everything that my previous accountant did wrong and helped me resolve them by explaining to me with what I should do to avoid those mistakes in the future.”
In Business Since 2012
Free Initial Consultation
39 Napiermews Dr, Ajax, ON L1T 0C9
Featured

Discover Financial Success with Anna Armata - Accredited Professional Accountant in Ajax! Anna Armata, CPA, is your reliable ally in Ajax for comprehensive accounting solutions. Specializing in a myriad of financial services, from strategic tax planning to insightful financial consulting, we guarantee meticulous attention to detail. Our unwavering dedication to perfection guarantees that your financial affairs are managed with the highest degree of diligence and professionalism. Whether you're an individual seeking personal financial guidance or a business in need of tailored accounting strategies, Anna Armata is committed to steering you towards prosperity. Reach out to us today for bespoke accounting solutions that transcend mere numbers!

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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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Sage Advice Financial

Sage Advice Financial

(6)
Investments, Mortgages, Group Benefits
“If you are looking for a mortgage agent who truly cares about her clients and goes above and beyond to help them achieve their homeownership goals, look no further than Missy @ Finance Hero Whitby.”
101 Mary St W Unit 101A, Whitby, ON L1N 2R4
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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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Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(7)
“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.”
In Business Since 2022
179 King St E Second Floor, Oshawa, ON L1H 1C2
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Inclusive Law Port Perry

Inclusive Law Port Perry

(5)
“Something that lawyers often fall short on as they can be terrific at protecting people legally but it can come at the cost of the relationships involved (be it personal or business).”
Serving Scugog Area
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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.”
604 Brock St S, Whitby, ON L1N 4K9
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Hammond Financial

Hammond Financial

(7)
  • 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!”
Transparent Fees & Pricing
16 Sabbe Crescent, Ajax, ON L1T
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Ken Huggins

Ken Huggins

(1)
“This is your guy!”
305 Brock St N, Whitby, ON L1N 4H8
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Smith Financial Solutions

Smith Financial Solutions

(1)
“He will guide you in the right direction based on your wants and needs.”
305 Brock St N, Whitby, ON L1N 4H8
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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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The Money Cafe Corporation

The Money Cafe Corporation

“Recommendation Our financial planning decisions are made after we conduct a thorough analysis of our client's financial status. Once this analysis is complete, discussed, and accepted, we move into the product recommendation phase, which is 100% gear...”
306-22 King St W, Oshawa, ON L1H 1A3
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Christopher Simpson, CIM

Christopher Simpson, CIM

(6)
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...”
66 Baldwin St Suite 204, Whitby, ON L1M 0L6
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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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Life's Journey Financial Services

Life's Journey Financial Services

“Tonia has deep roots and strong family values. Along with her husband Bob and their daughters, the Ferguson's are well known for their community involvement. Tonia grew up on a farm in Uxbridge and loves spending time outdoors. She recently dusted of...”
30+ Years Experience
141 Reach St #2C, Uxbridge, ON L9P 1L3
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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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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.

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