Waterdown, ON

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Waterdown, ON
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Best Financial Advisors near Waterdown, ON

None of these firms is based in Waterdown; they work from towns including Milton, Oakville and Burlington.

24 firms listed · 1 open 24/7 · 6 open weekends · 23 rated 4.5+

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Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(50)
  • Comfortable
  • Interests
  • Work
“He set realistic expectations from the start, found a solution that worked best for us given our situation, and worked efficiently under tight timelines.”
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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Halton Consulting & Advisory

Halton Consulting & Advisory

(50)
  • File
  • Financial
  • Proactive
“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.”
In Business Since 2016
497 Laurier Ave Suite 8, Milton, ON L9T 3K8
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Rochon & Associates - Pro-Active Bookkeeping

Rochon & Associates - Pro-Active Bookkeeping

(38)
  • HR
  • Questions
  • Expertise
“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.”
In Business Since 2017
Family Business
360 Highland Rd W, Stoney Creek, ON L8J 3W3
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The Campanella Group

The Campanella Group

(41)
  • Market
  • Management
  • Industry
“A fine gentleman, an expert in his field, personable and genuinely interested in resolving your finances whether it be personal, business or corporate.”
In Business Since 2017
1670 North Service Rd E #101, Oakville, ON L6H 7G3
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Kingsman Associates

Kingsman Associates

(37)
  • Money
  • Tax Refund
  • Skills
“Confidently advising everyone to process your tax files through Kingsman Associates.”
Serving Waterdown Area
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The 24 firms listed for Waterdown, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Waterdown, ON

The 24 firms on this page are rated from 4.4 to 5.0 across 1,341 reviews; 5 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (80%) and quality (62%). The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "communication". 1 is open around the clock; 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are accounting (2), financial planning (2) and insurance planning (2). Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers urgent consultations; 3 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 20 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Waterdown take financial planning bookings online?

2 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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Energia Insurance Services INC

Energia Insurance Services INC

(48)
  • Speed
  • Company
  • Mom
“Great service, Amanda was super fast and always answered all my questions in record time, helping me with all the plan analysis and insurance contracting.”
In Business Since 2019
1351 Chretien St, Milton, ON L9E 1G6
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WK Accounting & Tax Services

WK Accounting & Tax Services

(33)
  • Money
  • Communication
  • Family
“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 ...”
In Business Since 2017
50 Steeles Ave E Unite 206, Milton, ON L9T 9M4
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Mybookly

Mybookly

(27)
  • Knowledge
  • Team
  • Tax Return
“This is my 3rd time using MyBookly and they've always gone above and beyond and excellent service across the board every year, I would highly recommend.”
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

(26)
  • Team
  • Knowledge
  • Emails
“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.”
460 Brant St Unit 11, Burlington, ON L7R 4B6
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FIN Tactics

FIN Tactics

(29)
  • Review
  • Attention
  • Expertise
“Their professionalism, communication, attention to detail, and client-centric approach make them a stand out choice for anyone in need of accounting services.”
In Business Since 2015
24 Martin St Ground Floor, Milton, ON L9T 2P9
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Igneski Financial

Igneski Financial

(29)
  • Educated
  • Understand
  • Resp
“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.”
In Business Since 2006
Serving Waterdown Area
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@private Wealth Management

@private Wealth Management

(22)
  • Sound
  • Meeting
  • Relationship
“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.”
In Business Since 2024
2360 Bristol Cir Suite 100, Oakville, ON L6H 6M5
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Homebrook Financial Group

Homebrook Financial Group

(29)
  • Travel
  • Sign
  • Papers
“We found both businesses very professional and we had a lot of laughs with Jeff, Margo, Melanie and Jessica and I have to mention Doug from Homebrook, who came to our home to finalize everything, whatta guy, he's welcome in our home anytime.”
Offers Financing Options
Serving Waterdown Area
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Degraaf Financial Strategies

Degraaf Financial Strategies

(21)
  • Team
“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.”
In Business Since 2003
769 Old York Rd, Burlington, ON L7P 4X8
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The Accounting Place

The Accounting Place

(15)
  • Corporate
  • Family
“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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Safeguard Insurance and Financial Services

Safeguard Insurance and Financial Services

(9)
“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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Kulla Financial

Kulla Financial

(13)
  • Family
  • Benefits
  • Businesses
“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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Reid Financial Strategies

Reid Financial Strategies

(13)
  • Expertise
  • Income
  • Finances
“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.”
In Business Since 2018
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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Mortgage Winners

Mortgage Winners

(22)
  • Financial
  • Options
  • Questions
“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.”
10 Bronte St. S Suite 403, Milton, ON L9T 9M2
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Stallion Enterprises International Corporation

Stallion Enterprises International Corporation

(7)
  • Networking
  • Student
“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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Wescan Accountant Professional

Wescan Accountant Professional

(8)
  • Family
  • Corporation
  • Team
“Thank you team Wescan, working with you has been a pleasure.”
845 Upper James St #200, Hamilton, ON L9C 3A3
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Maduri Financial Group

Maduri Financial Group

(4)
“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.”
In Business Since 2017
Offers Financing Options
5575 N Service Rd #500, Burlington, ON L7L 6M1
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HomeWealth Management AdvisorsOntarioWaterdown, ON

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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Financial Advisors near Waterdown

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