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Wasaga Tax & Accounting
Retirement and Estate Planning, Tfsa Investing, Personal Income Tax
“I have my taxes done here every year!”
Best Financial Advisors in Wasaga Beach, ON
The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Wasaga Beach area.
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The Financial Centre of Collingwood
“For the first time in my life, I have an entire team of people working to achieve my goals.”
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Infinite Financial
- Professional
“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”
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Jaguar Capital
Governance, Jaguar Capital’s Success, Financial Management
“Jaguar Capital, led by Gerard Buckley, is an invaluable resource for growth companies that want to continue stable growth by ensuring that a proper governance structure is in place.”
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Financial Empowerment
Business Owners, Segregated & Mutual Funds, Life Insurance
“Mortgage referrals and insurance products, including segregated fund policies, are offered through Financial Empowerment Inc., and Michael Suter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.”
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Morgan & Partners
“We take an individualized approach to each financial situation we encounter and provide a solution that will match your specific needs and financial constraints. In addition to our personalized approach, we are also able to provide flexible schedulin...”
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Aimee Lococo-Sarabura, CPA
Accounting Services, Tax Services, Bookkeeping Services
“In addition to filing my taxes, she patiently provides explanations to all my bookkeeping queries, which I appreciate.”
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Tundra
Emergency Management, Risk Advisory Services, Mission Support
“Tundra assists both individuals and organizations navigate their exposure to risk organizational risks, particularly in relation to working in emerging and frontier market situations. These services includes due diligence services on project business...”
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Bluerock Wealth Management
“At BlueRock Wealth Management Inc., our mission is to provide comfortable solid advice that fits your personal or business roadmap. Our clients are serious about their future, whether they're new to financial planning or knowledgeable about investmen...”
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Walker Financial Services
- Boat
“This review is overdue since we purchased our boat 2 years ago, but when I saw the low rating I had to put in my comments.”
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4 Pillars Consulting - Debt Relief Specialists
“So knowledgeable and great to deal with.”
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IPC Investment Corporation - Bernd Niermann
“We are a dynamic team of efficient and devoted real estate agents in Gatineau. Our mission is to always be attentive to your needs in order to provide you with quality professional service and to accompany you throughout the process of selling and bu...”
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Lilley Financial Group
“Worked with Mike, he was very professional, and always available anytime I called.”
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Simcoe Wealth | Manulife Wealth
“Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Simcoe Wealth is a trade name used for dealer business only. Insurance products and services are offered thro...”
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Dean Taylor, Financial Advisor - Assante Capital Management
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Perri Financial Services
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Team Approach Planning
“Brian's favourite medium for painting is water colour. His themes often depict people, landscapes, and water. His passion for painting, coupled with his friendly and caring personality, have been catalysts in triggering the demand for his work. He ha...”
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First Affiliated
“Financial wealth is wonderful – but can create daunting complexities for even the most financially astute. Guidance is required from many advisors (i.e. legal, insurance, financial, investment, tax), but often lacks strategic integration. Marketing a...”
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Gane Financial
- Education
- Learn
- Goals
“His education program is professional and insightful, and he opened our eyes up to considering things we hadn't thought about in our long-term planning.”
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FBC Farm and Small Business Tax Consultants
Free 15-Minute Consultation, Member Services, Taxes
“For the services I require for my small business , which is basically recording information that I entered into my computer, I find the fees very high.”
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Assante Capital Management
Protecting Your Assets, English, Français
“Josh is a very knowledgeable and committed financial planner who has successfully managed my portfolio for over ten years, He is very skilled at helping me readjust financial goals based on changes in my life.”
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Podium Prosperity Group
- Goals
- Understanding
- Future
“They worked with my wife and I to build a very detailed budget so we knew exactly where we spent each dollar every month and helped us find the right insurance for protecting our future.”
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Tayler Insurance & Estate Planning
Income For Life, Discretionary Wealth Management, Retirement Planning With Segregated Funds
“I was looking for some life insurance I applied online and called Tayler insurance and Estate planning and had a conversation with Taivi because of covid 19 we did a FaceTime call to fill out application online at the same time Taivi could also ID me...”
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Michele Hall, Mortgage Architects
“Michele's knowledge, attention to detail, lender connections, responsiveness and client care are just some of the reasons why I look forward to working with her again and again.”
Retirement Planning and Investment Management Services in Wasaga Beach, ON Cost Estimates
Minimum cost
$1204
Maximum cost
$10228
National Average
$3610
Avg Per Hour Rates
$361
$2407
$6618
Fair price range is based on
295 cost profiles
Why these companies made our list
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