View Profile
Sharon R. O'Halloran, CPA
Tax Preparation, Small Business Accounting, Financial Advisory
“Great service and attention to detail!”
Best Financial Advisors in Summerside, PE
The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Summerside area.
View Profile
Michael A Sullivan C.A.
View Profile
CU Financial Management
“CU Financial Management Ltd.is wholly owned by Atlantic Edge Credit Union Ltd,Brunswick Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, Community Credit Union Ltd,East Coast Credit Union Ltd, Valley Credit Union, Consolidated C...”
View Profile
McLellan, Financial Advisory
“Whether you seek personal financial growth or business sustainability, Advisory X is your trusted partner in navigating the intricate world of finance. Let us empower your journey towards a prosperous and secure future.”
View Profile
RMS Accounting & Bookkeeping
Company Setup (Domestic & Offshore), Budgeting & Forecasting, Tax Accounting
“Positive Responsiveness, Quality, Professionalism, Value”
View Profile
Currie, Hughes & Associates Private Wealth Management
“They have been very patient implementing changes we have requested and always follow-up with a phone call or email to ensure we understand and are in agreement with changes before they are made.”
View Profile
Matheson Grant Dr
“He was a great family doctor and continues to be a great human being.”
View Profile
Cradle Wave Financial Group
“Patrick Neary is an established Certified Financial Planner (CFP®) in Charlottetown, Prince Edward Island. Since 2005, Patrick Neary has successfully helped high net worth clients build and preserve their wealth and financial security. From highly pe...”
View Profile
Virtue Financial
Credit, Mortgages, Insurance
“As a Mortgage Lender covering Atlantic Canada, Hannah Martens and the team at VirtueLife are a fantastic option to help secure the best mortgage for you.”
View Profile
Cole Wealth Management
Insurance Solutions, Wealth Management, Business Solutions
“Lawrence Cole'sreasonfor becoming aFinancial Security Advisor isdeeply personal. Hesaw many friends and family struggling to find the help they needed to achieve their financial security goals. After years in the business, he hasdeveloped a reputatio...”
View Profile
IG Wealth Management - Stephanie Andrews
“At IG Wealth Management, financial planning is a group effort. First, we will meet to discuss your immediate goals and long-term objectives. Then our team of experts, who specialize in investment, retirement, tax and life planning and more, will help...”
View Profile
Blair Corkum Financial Planning
“My goal is to provide you with financial planning for a balanced lifestyle – helping you enjoy today while saving for tomorrow. I want to offer solutions that are practical, understandable and objective based on my experience, education, and interest...”
View Profile
Manulife Securities Investment Services
View Profile
Richard Russell Financial Advisor and Mortgage Broker
“Richard Russell promotes financial growth, preservation, protection and transfer of wealth. Along with financial education, Richard helps families achieve financial clarity, grow net worth and achieve financial objectives. Richard provides financial ...”
View Profile
TD Waterhouse
“Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you're between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you ...”
View Profile
Drisdelle Wealth Management
“He covered information on RESP for my daughter as well as tax information that assisted me in saving $1,000s in income tax.”
View Profile
Groupe Financier Axis
“Excellent service and very knowledgeable.”
View Profile
Assurances Jacques Savoie Insurance INC
““I have many clients who have used Jacques over the years to obtain insurance for their foreign workers. They have always been extremely happy with his services and appreciate that he goes above and beyond. His assistant, Carolle, is a pleasure to de...”
View Profile
Retirement Planning Solutions
- Results
- Market
- Concepts
“Kaming provides a personalized service that helped me understand more about my own personal financial goals whole ensuring I made the right decisions to achieve them.”
View Profile
E6 International
Virtual CFO, Virtual Cloud Accounting, Services Overview
“Hiring a fractional Chief Financial Officer (CFO) can be a game-changer for your business. A fractional CFO brings financial expertise and strategic guidance on a part-time basis, providing the benefits of a full-time CFO without the associated costs...”
View Profile
Easyway Accounting
“I would always recommend Easyway Accounting and it's proprietor Praveen to anyone who is looking for financial guidance be it taxes or any other accounting tasks.”
View Profile
Discovery Financial Services
“Professional advisors that have your best interest at heart.”
View Profile
Maisey Financial Services
“Good service”
View Profile
Inclusive Financial Planning
“Laura's non-judgemental and earnest approach to helping you with your finances is refreshing - especially in what can be an intimidating and stuffy industry.”
Retirement Planning and Investment Management Services in Summerside, PE Cost Estimates
Minimum cost
$1185
Maximum cost
$10073
National Average
$3555
Avg Per Hour Rates
$356
$2370
$6518
Typical price range is based on
361 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
