Best Financial Advisors in Waterdown, ON

“Is not only incredibly knowledgeable and skilled in their field, but they also create a warm and inviting atmosphere that instantly puts clients at ease.”

“Erin Rochon and her team have served as the Bookkeeper for Benmor Family Law Group and has proven to be professional, precise, timely and excellently verse in LEAP LEGAL.”

“A fine gentleman, an expert in his field, personable and genuinely interested in resolving your finances whether it be personal, business or corporate.”

“Confidently advising everyone to process your tax files through Kingsman Associates.”

“Had it not been for Wajahat I would've actually had to pay that amount but because he was able to figure it out for me the CRA ended up owing me money because he understands not just Ontario tax laws, but Quebec and northern tax laws, which is where ...”

“Tammy has been a reliable accountant and I have confidence in her skills, always trying to make my Income Tax precise, and making sure I am taking advantage of all government rules, and benefits.”

“Their professionalism, communication, attention to detail, and client-centric approach make them a stand out choice for anyone in need of accounting services.”

“They take the time to really know their customers which gives me every confidence that not just my financial goals are well understood but also my comfort level.”

“From the very first meeting he has demonstrated a deep understanding of the financial landscape and took the time to understand my individual needs and goals.”

“Leony truly cares about her clients success while making the whole process comfortable and easy Positive Responsiveness, Quality, Professionalism, Value”

“I've been dealing with Shawn Rowell for years through good times and bad and have benefitted from his expertise not just in getting our corporate filings done but also recommendations and best practices on a number of issues.”

“The time taken by Mason and Colin to review our personal finances gave me comfort, focus and now a new sense of freedom for the coming year and our financial future.”

“The services I have been provided were tailored to meet my lifestyle and budget byway of conscientious, out of the box and creative thinking and have allowed me to confidently build sound financial awareness, strength to take safe financial risk, con...”

“Gaston took care of our family's life policies and has introduced us to investment options that have really made the difference in planning for our financial future.”

“I would 1000% recommend Scan Consulting Group to any organization that is committed to offering the best in compliance and core business development for; themselves, their workforce and clientele.”

“Rather than lecturing and assigning tasks, Andrew works through each GMAT problem with his clients and teaches them to think critically under time constraints.”

“Bryan Lutz helped direct my claims to the right people”

“Extremely professional, responsive, with the ability to provide a full financial plan inclusive of budgeting, life insurance, retirement and tax planning, investment accounts, and everything in between.”