Best Financial Advisors in Uxbridge, ON

“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...”

“With the professional support and advice of Sharptax consulting we were not only able to submit the late returns but also got the refund of more than $10K.”

“When I met him first for some advise on financial matters/investments, first he conducted a stress test on me rather than concentrating on investment, which I believe was a very good step of a financial advisor.”

“I have full confidence that Adam has the experience and knowledge to help people secure financing, whether it is on a primary residence, investment property, or securing construction loans.”

“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.”

“I've seen my investments grow over the year we have been working together, not to mention he's a great guy and very personable as well as being incredibly knowledgable and passionate about what he does.”

“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.”

“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).”

“We hired Vizhen Books to be our accounting firm to manage the financials for an ongoing grant we received, which allowed our father to be cared for in his home in his final years.”

“I thought I had enough insight into my finances but after taking Paula's course she really helped me understand where my weakness' were and not feel badly about not knowing.”

“Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.”

“With over 30 years of experience, Mike McLaren is a Partner at Equity Associates Inc. as an independent financial consultant. Mike has his CPCA and CEA designations. Mike has been a long term member of Rotary International. Rotary helps, local, provi...”

“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...”

“We are committed to providing a personalized experience for individuals and their families. Our efforts focus on developing, modernizing and upgrading our range of services with the aim of adding to your convenience - redefining the whole concept of ...”