Harmer Wealth Management Corp.
“Chad and his team are responsive, professional and went above and beyond to ensure I was well looked after.”
Best Financial Advisors near Scugog, ON
These firms serve Scugog from nearby bases in towns including Oshawa, Whitby and Uxbridge.
15 firms listed · 2 open weekends · 10 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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.”
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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
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
11 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 162 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (95%) and quality (77%). 2 are open on Saturdays. 1 shows a licence on its website. 3 have ten or more years of experience, the longest 30 years. 1 offers payment plans; 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; 9 list a public email and 1 takes bookings online. 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.”
Roche Financial Group
Annex Financial Services
Ken Huggins
White R J Financial
Suchan McQuaid Wealth Management
Finaid Financial Services
Manulife Securities
Why these companies made our list
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