Financial Planning

BlueRock Wealth Management
“Rethink the way you invest”

It is a reality that not all financial planners are created equal, and at BlueRock Wealth Management in Collingwood, Ontario, we pride ourselves on being different. We stand out to clients like you for all the right reasons by offering financial planning services and values-based investing techniques to ensure that you achieve your financial goals.

With 30 years of experience in the Georgian Bay Community, you can turn to us for business financial planning or personal planning advice to ensure your retirement or business succession goes smoothly.

At BlueRock Wealth Management, our financial planners can help you achieve your goals. We promise to give you the personal attention you need to create a solid financial future for yourself or your business.

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(705) 443-5599
115 Hurontario Street, Ste 201, Collingwood, Ontario, L9Y 2L9, CA
http://bluerockwealth.ca
Insite Chartered Professional Accountants
In addition to the full range of accounting and tax services, we offer exceptional financial and estate planning. We combine proper financial guidance with first-rate tax planning to put our clients in the best financial position possible. At Insite CPA, we work hard to support and guide our clients to reach their highest aspirations.

Insite CPA is a firm like few others in Canada.

While the filing of tax returns is something that must be handled each year, we believe that good accountants earn their fees by providing exceptional tax planning. The right approach can put thousands of additional dollars in your pocket each year.

In addition to the full range of accounting and tax services, we offer exceptional financial and estate planning. We work for you, our client, and we never compromise what is best for the client for any reason. We do not make money selling you investments or insurance so you can be guaranteed we put your interests first, period.

We combine proper financial guidance with first-rate tax planning to put our clients in the best financial position possible. At Insite CPA, we work hard to support and guide our clients to reach their highest aspirations. Our firm was founded on the mission to make exceptional tax and financial planning available to everyone, not just the wealthy. This mission has allowed us to create a unique service, that makes accounting simple and affordable.

Our services include, assurance, accounting, Canadian tax, US tax, personal tax, corporate tax, tax planning, estate planning, financial planning, business advisory services, financial statements, CRA correspondence and bookkeeping.

“As both a Chartered Professional Accountant and a Certified Financial Planner, I saw the need to combine the two disciplines into a cohesive, client-focused approach. Insite CPA was founded on the idea that almost anyone can reach their highest financial aspirations with the right guidance, and they can do it more rapidly than they ever thought possible.” -Alex MacKenzie, Owner of Insite CPA

(403) 685-1000
909-17th Ave SW, Suite 400
insitecpa.ca
(800) 685-8814
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Grubb Wealth Management
We strive to be one of the top leaders in the industry by providing strategic approaches with innovative solutions to our clients’ unique financial needs.

Investment Advisory Services are offered through Grubb Wealth Management, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

614-461-3205
454 E Main St #215, Columbus, OH 43215 USA
Grubb Wealth Management
740-616-8004
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Impot R Rousseau
Contact Impot R Rousseau, based in Pointe-des-Cascades, QC, for assistance in tax planning preparations and deductions to reduce your taxable income!

Impot R Rousseau specializes in financial planning. The firm is located in Pointe-des-Cascades, QC, and has over 28 years of experience in the field. They assist in the preparation of income tax returns and help clients in understanding the federal tax system. Moreover, they offer a wide range of financial services and advice, including retirement strategies, setting financial goals, protecting income and passing on wealth. Contact Impot R Rousseau for an appointment and leave the painful work to them!

(514) 233-2410
19 Rue Centrale Pointe-des-Cascades, QC
Financial Freedom Ohio, LLC
Financial Freedom, LLC is a Wealth Management Company that is fee only based, meaning that the company does not except commissions from companies

Financial Freedom, LLC is a Wealth Management Company that is fee only based, meaning that the company does not except commissions from companies they recommend in your financial planning. Their phone number is 1-800-503-9500 or you can visit them at 5 Great Valley Parkway, Suite 210 Malvern, PA 19355.

(937) 458-3661
2661 Commons Blvd
http://www.finfree.com/
Efficient Wealth Management Inc
Efficient Wealth Management is your guide into the confusing world of personal finance. It is our professional duty to deliver unbiased advice to our clients and to ensure that maximum value is received through our fee-only financial planning services.

Efficient Wealth Management is your guide into the confusing world of personal finance. Our fee-only financial planners help our clients avoid the pitfalls and help them embrace the advantages of a well developed but complex financial system.

It is our professional duty to deliver unbiased advice to our clients and to ensure that maximum value is received through our fee-only financial planning services.

Being a fee-only financial planning service, we are paid only for our services and our fees are fully transparent. Our advice is completely independent, objective and unbiased. We respect the need to provide fair value.

We become your partner in managing your wealth. Through our relationships with select investment advisors, we will also help you take control of your management costs.

416-410-9809
39 Lakeshore Road East, Suite 100A, Mississauga, ON, L5G 1C9
Multi Risk
At, Multi Risk Insurance Brokers Inc we offer best insurance brokerage Toronto services. We provide appropriate financial and insurance plans after listening to your requirements.

At, Multi Risk Insurance Brokers Inc we offer best insurance brokerage Toronto services. We provide appropriate financial and insurance plans after listening to your requirements. We are proudly serving Toronto, Brampton, Mississauga, Oakville, Vaughan, Woodbridge, Markham, Richmond Hill, North York. We are licensed team of professionals having years of experience in this field. We have decent relationships with some of the largest insurance companies in the country and thus we have all the resources required to protect your financial assets.

We cover various sections in our insurance and financial planning process like:

Insurance Plans for Personal needs
Insurance Plans for Commercial Sectors
Life Insurance

416-224-2800
100 Dynamic Drive Suite 200
http://www.multirisk.ca/
416-293-6143
Thomson Schindle Green Insurance & Financial Services Ltd
For Home, Auto, Business, Life, Disability Insurance.

For Home, Auto, Business, Life, Disability Insurance and Registered Retirement Investments, connect with Thomson Schindle Green Insurance and Financial Services Ltd. We have been serving Calgary and its residents for over 25 years. Contact us at 403-723-9416 now!

403-723-9416
http://tsginsurance.com
403-723-9421