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Ultimate Mortgage Group - AGB Team

(20)

Private Mortgages Lending, Mortgage Renewal, Investment Properties

“Adam clearly outlined multiple financing options that could fulfil our needs, and simply laid out the cost of borrowing and monthly payments for each option, recommending the option which was most financially efficient.”

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Dodd Hugh Investments & Insurance

(2)

“Highly competent and personal financial services!”

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Roberts Pro Wealth

(1)

“Greg is very knowledgable and will help you maximize return.”

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J. Paulino & Associates Wealth Management

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B Inspired Finance Group

“The NASA leadership model customized for finance provides a leadership development blueprint for corporate finance leaders and teams. Finance Leadership transformation is all about elevating your team to becoming highly valued strategic business part...”

Featured

This is part of a series of articles designed to help finance leaders understand how to improve their teams using the 4D model. 4D was used to transform the Leadership at NASA to a new level of excellence, and B Inspired is a designated 4D consultant that can help you understand how to apply this within your team.nn4D is a simple model of leadership that in finance terms balances collaboration, relationships, strategy and execution. The NASA 4D terms are Cultivating, Including, Visioning, and Directing. Each of these dimensions have two key Leadership behaviours assigned to them that are core to the excellence of the dimension.

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Alpha Oasis

(50)

Confidence
Financial Services
Patient

“Bose and her team have always been quick, responsive and havr helped education over the past 20 years to be better informed of my financial and insurance needs.”

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Affinity Capital Management Inc.

(19)

Member Toolkit, Financial Tools & Calculators, Member Resources

“I met Anup at the Health and Wellness Expo, I was not planning to leave this event with a financial advisor but that was the most valuable thing I took away from it.”

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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.”

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Objective Financial Partners

(50)

Financial Consulting, Services For Other Professionals, Tax Planning and Preparation

“It is already clear that Nancy's work will pay for itself several times over, not to mention the peace of mind that comes from having a predictable plan to meet all of our retirement goals.”

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Tembo Financial

(50)

Debt Consolidation Loans Ontario, Stop Power of Sale, 1st, 2nd, & 3rd Mortgages

“They are extremely, knowledgeable, honest, thorough, and very professional They go above and beyond and always respond to calls and emails in a timely fashion.”

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Accounting Plus Financial Services

(49)

Business Advisory & Tax Planning, Accounting & Bookkeeping, Personal Tax

“Just like any relationship, things are not perfect 100% of the time, but what's important, is that they truly care about you and set high standards for customer care.”

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Rethink CPA Professional Corporation

(50)

Small Businesses, Realtors & Prec, Real Estate Investors

“For small business owners, this type of knowledge and advice is invaluable as it helps us navigate the ever-changing landscape of compliance and filing requirements.”

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SSJ Financial Services

(46)

Health & Dental Plan, Disability Insurance, Registered Retirement Savings Plan (Rrsp)

“They helped selecting the right policy, answered all queries, helped updating the policy multiple times as per changes in travel plans, and finally the refund at the end of travel was done promptly.”

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Harris & Partners

(46)

Debt Relief Services, Debt Relief For Businesses

“Thank you, Harries and Partners, and a special thank you to Ricky Dsouza for helping us navigate through a difficult time with such professionalism and care.”

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Etaxcan

(50)

Tax Planning / Financial Planning, HST Filing / Wsib Filing, Personal Tax Returns

“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”

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Sharptax Consulting

(50)

Tax and Accounting, Business Services, Financial Planning

“Sharptax Consulting has been filling my taxes over the last five years and I'm extremely satisfied with their service and the level of competence they hold.”

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Ai Financial

(48)

“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”

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Mak Tax & Accounting Services

(48)

Self Employment, Business Registration, Payroll Services

“The team at Maktax demonstrated a high level of responsibility in handling my tax affairs, ensuring that everything was accurately completed and submitted on time.”

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Grant Matossian, Cga, CFP

(47)

Non Resident Tax Returns, Incorporation and Dissolution of Businesses, Consultation For Personal, Business, Farming & Rental Income Tax

“Grant is professional and has great Tax knowledge (for residents and nonresidents), He will patiently guide you thru all the steps and provide the best recommendation.”

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Patel Accounting and Taxation

(47)

Business Registration and Corporate Filing, Business Planning, Payroll Services

“He always finds a solution no matter how complex the problem is and always keeps a realistic expectation which is very critical from customer standpoint.”

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CFS Wealth Management

(50)

Communication
Job
Information

“I went to my bank where my LIF (Life investment Fund)is deposited my ONLY hope to pay my assessment, but they refused my request NOT until my condo will be foreclosed.”

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Green Group - IG Private Wealth Management

(50)

Portfolio
Advisor
Meeting

“I have had the pleasure of working with the Green Group for 10+ years, they have always been honest, quick and ready to give the best advice the benefits me.”

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Pinnacle Accounting AND TAX Consultants

(49)

Tax Accountant
Registered Retirement Savings Plan
Money

“He has been outstanding and patient while answering all my questions to deliver exceptional assitance and accurate services on both personal and corporate tax side.”

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Legacy Financial

(44)

Understanding
Knowledge
Financial Planning

“After that first call I decided to book a follow up consultation to review my finances, Trevor was extremely knowledgeable and thorough in our phone consultation.”

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Average Cost	$3673
Minimum cost	$1225
Maximum cost	$10407
Avg Per Hour Rates	$368

Best Financial Advisors in Stouffville, ON

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Stouffville area.

Ultimate Mortgage Group - AGB Team

Dodd Hugh Investments & Insurance

Roberts Pro Wealth

J. Paulino & Associates Wealth Management

B Inspired Finance Group

Alpha Oasis

Affinity Capital Management Inc.

Anna Armata - Chartered Professional Accountant

Objective Financial Partners

Tembo Financial

Accounting Plus Financial Services

Rethink CPA Professional Corporation

SSJ Financial Services

Harris & Partners

Etaxcan

Sharptax Consulting

Ai Financial

Mak Tax & Accounting Services

Grant Matossian, Cga, CFP

Patel Accounting and Taxation

CFS Wealth Management

Green Group - IG Private Wealth Management

Pinnacle Accounting AND TAX Consultants

Legacy Financial

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

Why these companies made our list

Wealth Management Advisors near Stouffville

Popular in Stouffville