Best Financial Advisors in Waterdown, ON

“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.”

“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.”

“Clark and Kathy made the daunting task of going through pages upon pages of mortgage documents easy to understand and made the whole situation as pain-free as possible.”

“Whitney has a unique talent for breaking down complex business concepts into simple, actionable steps, making it easier for women from all walks of life to understand and apply them.”

“My husband and I have been working with the Imperial Lifestyle Management team for a few years now and since the first day we started with them, we have not trusted anyone else.”

“As always been very responsive.”

“Whether you are dealing with Jason, Justin or myself you are going to receive personalized and comprehensive advice to help you and your family achieve your financial goals.”

“The CLU designation indicates that Bob is qualified to provide Estate Planning and Corpoate Insurance Planning.”

“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.”

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

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

“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 ...”

“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.”

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

“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 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...”