Find the 5 Best Financial Advisors in Oshawa, ON

Compass Wealth Partners is a financial advisory firm dedicated to empowering individuals and business owners in Oshawa, ON, to achieve secure and fulfilling retirements. We offer personalized retirement planning, investment management, and insurance solutions tailored to clients' unique goals. With a focus on tax efficiency, estate planning, and sustainable income strategies, we provide expert guidance to help clients build and preserve wealth across generations.

WealthShield Financial provides comprehensive insurance and investment solutions for individuals and businesses in Canada. Our services include life insurance, disability coverage, retirement planning, and group benefits tailored to clients' specific needs. We combine personalized financial advice with access to top-tier insurance providers to help clients protect their assets and future.

Suchan McQuaid Financial offers comprehensive financial planning services for individuals and businesses in Oshawa. We specialize in creating customized financial security plans that address retirement, investment management, insurance, and business protection. Our team leverages decades of experience and partnerships with Canada Life to deliver tailored solutions that evolve with clients' changing needs.

Figtree Financial Service offers comprehensive tax and accounting solutions for individuals, small businesses, and estates. Specializing in tax returns, bookkeeping, payroll, and financial consultations, we prioritize compliance, transparency, and cost-effectiveness. With over 35 years of experience, we combine expertise with personalized service to help clients navigate Canadian tax regulations and optimize financial outcomes.

John Simpson & Associates provides certified financial planning services with over 35 years of experience in wealth management, risk assessment, and investment strategy development. Our firm specializes in creating customized financial roadmaps for individuals and businesses, combining comprehensive planning with ongoing portfolio management. We deliver personalized solutions that address retirement planning, insurance needs, and estate preservation through a structured, client-centered process.