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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...”

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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...”

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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.”

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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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...”

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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.”

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Larmond Risk Management Insurance

(19)

Team
Questions
Knowledge

“I was picking between two brokers and ultimately decided to work with Chad as I felt he would provide me a more comprehensive assessment of my insurance needs, including identifying products and features that I may not be aware of, and I am glad I ma...”

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Unique Accounting Services

(13)

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!”

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Johnathan Pollock - Thompson & Pollock Wealth

(11)

Advisor
The Future
Concepts

“My wife and I are so pleased to be dealing with a financial advisor that not only has intense passion for what he does, Johnathan is very good at explaining it to us on our path to a comfortable retirement”

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Sage Advice Financial

(5)

Mortgages, Investments, Life Insurance

“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.”

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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).”

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Donald R Dasti & Associates

(1)

“Great costumer service”

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The Pension Specialists

(1)

“Went to figure out what to do about investing my pension after my employers went out of business.”

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Hammond Financial

(7)

Retirement

“Although I had been investing for years on my own, a quick consultation with Andy provided new and valuable perspectives that I am confident will aid in generating promising returns over many years.”

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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.”

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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...”

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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...”

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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...”

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Roche Financial Group

(1)

Belleville, Whitby, Orangeville

“But better safe than sorry for accuracy”

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Copetti & Co

(3)

Team

“Professional and knowledgeable Kim and team are always available to help especially coordinating CRA, setting up and managing corporate governance and business financial advice.”

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Ken Huggins

(1)

“This is your guy!”

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Annex Financial Services

(1)

“Great service.”

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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...”

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Jeff Salter Aligned Capital Partners

“I have been dealing with Greg for many years and very happy with his service.”

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Greg Salter Cfp,rrc Apex Investments

“Dear friends, We hope this letter finds you well. Since our last correspondence, we have witnessed the failure of a few small U.S. banks, including Silicon Valley Bank (SVB) and uncertainty lingers about the U.S. and European banking systems. Some in...”

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Average Cost	$3618
Minimum cost	$1206
Maximum cost	$10251
Avg Per Hour Rates	$362

Best Financial Advisors in Scugog, ON

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

On Point Wealth & Risk Management

Harmer Wealth Management Corp.

Anna Armata - Chartered Professional Accountant

Sharptax Consulting

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

Larmond Risk Management Insurance

Unique Accounting Services

Johnathan Pollock - Thompson & Pollock Wealth

Sage Advice Financial

Inclusive Law Port Perry

Donald R Dasti & Associates

The Pension Specialists

Hammond Financial

KFB Financial Services

Life's Journey Financial Services

The Money Cafe Corporation

Christopher Simpson, CIM

Roche Financial Group

Copetti & Co

Ken Huggins

Annex Financial Services

The Living Benefits Group

Jeff Salter Aligned Capital Partners

Greg Salter Cfp,rrc Apex Investments

Retirement Planning and Investment Management Services in Scugog, ON Cost Estimates

Why these companies made our list

Wealth Management Advisors near Scugog

Popular in Scugog