Waterdown, ON

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Waterdown, ON
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Best Financial Advisors in Waterdown, ON

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Waterdown area.

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Halton Consulting & Advisory

Halton Consulting & Advisory

(50)
  • Efficient
  • Company
  • Satisfaction
“I recently had the pleasure of working with Halton Consulting for my taxation and accounting needs, and I am thrilled to give them a glowing five-star review!”
In Business Since 2016
497 Laurier Ave Suite 8, Milton, ON L9T 3K8
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The Campanella Group

The Campanella Group

(34)
  • Confidence
  • Future
  • Retirement
“He keeps abreast with the market trend and fund managers' performances and organized regular review with me for appropriate investment strategy as well as any adjustments to be made.”
In Business Since 2017
1670 North Service Rd E #101, Oakville, ON L6H 7G3
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The Accounting Place

The Accounting Place

(15)
Personal Tax, Corporate Tax, Tax Recovery Audit
“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.”
115 Hwy 8 Unit 204, Stoney Creek, ON L8G 1C1
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Kulla Financial

Kulla Financial

(13)
Financial Services, Employee Benefits, Insurance Services
“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...”
In Business Since 2022
717 Main St E, Milton, ON L9T 3Z3
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Westdale Financial Services

Westdale Financial Services

(1)
Inheritance & Wealth Transfer, Severance & Pension Transfers, Financial Planning For Young Families
“Steve takes his time explaining things and helps you work on your financial goals in small bites.”
In Business Since 2013
8 Grandview Ave, Stoney Creek, ON L8E 5A5
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3 Keys Wealth Raymond James Investment Counsel

3 Keys Wealth Raymond James Investment Counsel

(1)
“They have your best interests in mind.”
In Business Since 2021
Towne Square, 210 Lakeshore Rd E Unit 8, Oakville, ON L6J 1H8
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Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(50)
  • Comfortable
  • Interests
  • Work
“On behalf of my two kids and from the roots of my heart I would like to thank you very much for you time, for being the most honest person I have ever met..”
Transparent Fees & Pricing
In Business Since 2006
Emergency Services
236 Pritchard Rd, Hamilton, ON L8W 3P7
Featured

Title: Navigating Mortgage Renewal Challenges: Essential Tips for Financial Preparedness in Hamilton, Ontario Introduction: In the early 1990s, while immersed in the mortgage business at Montreal Trust, a poignant encounter shaped my understanding. A middle-aged man, grappling with rising rates and job loss, handed over his keys. Today, as over $900 million matures between 2024 and 2026, and 2 million Canadians face increased payments in 2024 and 2025, the echoes of that time resound. This article aims to empower Hamilton, Ontario residents with practical insights for mortgage renewal. The Current Landscape: The economic impact is tangible—more money directed towards housing means less for discretionary spending. To fortify your financial foundation, consider these strategies tailored for Hamilton’s unique challenges. Strategies for Financial Preparedness: Budget Analysis: Delve into your expenses; eliminate non-essential items to uncover significant savings. Income Augmentation: Explore opportunities to boost income—overtime, side jobs, or renting rooms to students can offset increased mortgage payments. Cost Reduction: Identify and cut unnecessary costs; from selling assets like boats to optimizing home utilities, every saving contributes. Debt Avoidance: A straightforward principle, avoiding new debt is crucial to financial stability. Tailored Mortgage Options…

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LGC Smithers

LGC Smithers

(49)
  • Family
  • Tax Advice
  • Tax Returns
“From incorporating our business to using his income tax services to retirement planning, his personalized attention to our details have engendered our trust and confidence.”
In Business Since 2001
Free Initial Consultation
Serving Waterdown Area
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Energia Insurance Services INC

Energia Insurance Services INC

(48)
  • Eye
  • Company
  • Options
“Excellent service from Amanda, on Sunday, she responded to me promptly, clarifying all my doubts, providing important information that we didn't know, from start to finish.”
1351 Chretien St, Milton, ON L9E 1G6
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Brillion Group

Brillion Group

(27)
CRA Audits - Tax & HST, Accounting Services, Tax Services
“Myself and my clients have received excellent service from Brillion Group in areas of Accounting and Taxation, Business Analysis, Business Plans and Real Estate.”
In Business Since 2020
336 Bronte St. S #219, Milton, ON L9T 7W6
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WK Accounting & Tax Services

WK Accounting & Tax Services

(30)
  • Priced
  • Tax Accountant
  • Questions
“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 ...”
50 Steeles Ave E Unite 206, Milton, ON L9T 9M4
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Igneski Financial

Igneski Financial

(26)
  • Plan
  • Business
  • Understand
“Louie is great and very knowledgeable, he believes in sharing info so that you know exactly what the best options are for you and where you want to be in life.”
In Business Since 2006
Serving Waterdown Area
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FIN Tactics

FIN Tactics

(26)
  • Attention
  • Knowledge
  • Questions
“They spend a good amount of time explaining the processes and help you develop the right foresight to manage your taxes and even your finances in a better way.”
In Business Since 2015
24 Martin St Ground Floor, Milton, ON L9T 2P9
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Degraaf Financial Strategies

Degraaf Financial Strategies

(20)
“LEONY is a true professional, generous with her time, clearly explains details for clients, and gives equal attention to them regardless of their status or amount to invest.”
769 Old York Rd, Burlington, ON L7P 4X8
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Kingsman Associates

Kingsman Associates

(16)
Insurance Advisory, Financial Advisory, Registered Accounts
“Best service”
Serving Waterdown Area
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Mortgage Winners

Mortgage Winners

(22)
Mortgages, Wealth Building
“They were diligent in their review of all the information in order to present a complete story to lenders with no unnecessary follow ups resulting in a quick and stress free process.”
Transparent Fees & Pricing
10 Bronte St. S Suite 403, Milton, ON L9T 9M2
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Safeguard Insurance and Financial Services

Safeguard Insurance and Financial Services

(9)
Investment Planning, Insurance Planning, Process & Fees
“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.”
In Business Since 2013
Transparent Fees & Pricing
1522 Main St E #1, Hamilton, ON L8K
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Homebrook Financial Group

Homebrook Financial Group

(25)
Insurance, Extended Service Contracts
“Had just a fantastic experience dealing with the folks at Homebrook.”
Offers Financing Options
Serving Waterdown Area
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Scan Global Holdings

Scan Global Holdings

(16)
  • Financial
  • Business
  • Taxes
“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.”
3485 Rebecca St Unit 208, Oakville, ON L6L 0H4
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Mybookly

Mybookly

(12)
“I've been using his services for the past 6 years and I've had a great experience, I've always got a high return with the taxes as compared to other services out there and he has an awesome chilled out personality.”
In Business Since 2020
Free Initial Consultation
71 Speers Rd Unit 20, Oakville, ON L6K 0J2
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Tammy M. Alpe Professional Corporation

Tammy M. Alpe Professional Corporation

(11)
Bookkeeping Payroll Services & Sales TAX Compliance, Business AND Advisory Services, Accounting & Assurance
“Extremely professional and knowledgeable and will go the extra mile.”
460 Brant St Unit 11, Burlington, ON L7R 4B6
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Plutus Consulting Group

Plutus Consulting Group

(3)
Franchise Services, Business Financial Planning, Insight and Financing Services, Business Mentoring
“These guys really know their stuff!”
Offers Financing Options
In Business Since 2010
Transparent Fees & Pricing
2020 Winston Park Dr #100, Oakville, ON L6H 6X7
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Stallion Enterprises International Corporation

Stallion Enterprises International Corporation

(7)
Financing, Performance Improvement and Turnaround
“Rather than lecturing and assigning tasks, Andrew works through each GMAT problem with his clients and teaches them to think critically under time constraints.”
In Business Since 2019
Offers Financing Options
227 Mary St, Oakville, ON L6K 1S5
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Ben Jacobs, MA, Financial Advisor

Ben Jacobs, MA, Financial Advisor

(12)
  • Company
  • Investments
“My husband and I were very pleased with Ben's professional advice, and impressed by the time and attention he gave to solving a unique financial problem.”
3153 Walkers Line B, Burlington, ON L7M
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Retirement Planning and Investment Management Services in Waterdown, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 503 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 503 cost profiles.

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