The 7 Biggest Financial Consulting Firm in Oshawa

Oshawa, a city located in Ontario, Canada, is home to several reputable financial consulting firms. These firms provide a wide range of financial services to individuals, businesses, and organizations, helping them manage their finances and achieve their financial goals.

• BDO Canada LLP: This multinational professional services firm offers a wide range of financial consulting services, including accounting, tax, and business advisory services. With a solid track record and experienced professionals, BDO Canada LLP is a trusted partner for businesses seeking financial guidance.
• Deloitte: As one of the “Big Four” accounting firms worldwide, Deloitte provides a comprehensive suite of financial consulting services, encompassing audit and assurance, tax consulting, and financial advisory services. Their team of experts assists clients in navigating complex financial matters and making informed decisions.
• EY: Another member of the “Big Four,” EY offers a broad spectrum of financial consulting services, including assurance, tax consulting, and management consulting. Clients benefit from their extensive global network, deep industry knowledge, and innovative solutions in addressing their financial challenges.
• KPMG: Known for its audit, tax, and advisory services, KPMG is a prominent financial consulting firm in Oshawa. Their team of experienced professionals provides tailored solutions to meet the unique needs of businesses and individuals, helping them optimize their financial performance.
• PwC: As one of the leading professional services firms globally, PwC offers a full range of financial consulting services, including assurance, tax consulting, and risk consulting. They are committed to helping clients navigate complex financial regulations, improve operational efficiency, and achieve sustainable growth.

The 7 Biggest Financial Consulting Firm near Oshawa

Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group Benefits

• Address: 158 Centre St S, Oshawa, ON L1H 4A4, Canada
• Map: Click here
• Rating: 5 (46)
• Phone: +1 905-409-9775
• Website: Link
• Opening hours:
  
  Monday: 8:30 AM – 9:00 PM

  Tuesday: 8:30 AM – 9:00 PM

  Wednesday: 8:30 AM – 9:00 PM

  Thursday: 8:30 AM – 9:00 PM

  Friday: 8:30 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Gillian Zulauf✭✭✭✭✭

  2 years ago

  We worked with Brandon as first time home buyers. He was patient, thorough and professional throughout the entire process. He took the time to make sure we understood what would be asked of us and what steps would be involved. Not only was he extremely responsive and attentive during our meetings, he did his utmost to get us the best rate out there. Since then he’s been available for any questions that have popped up. We recommend Brandon wholeheartedly, not only will you have someone who knows his stuff, but you’ll have someone in your corner to make sure you get the best outcome possible.

  Aimee B✭✭✭✭✭

  2 years ago

  Working with Brandon at BG financial has been a wonderful experience for me. He has secured me new mortgages with excellent rates and handled my financial investments creatively, ensuring both growth and security with my portfolio. He is reliable, personable and professional, and handles matters quickly and personally, showing that he values your business and cares about each and every client he has.

  Marcus Moss✭✭✭✭✭

  2 years ago

  My wife and I were first time home buyers, and Brandon helped us secure our first mortgage. He is extremely professional and hardworking and will get you the best deal on rates you can get. I heard about Brandon through a friend and my friends review of Brandon lived up to everything Brandon did. Id highly recommend him to anyone looking for a mortgage broker or financial planner.

  Heidi Keating✭✭✭✭✭

  2 years ago

  We have been clients of Brandon’s for the past 7 years. He looks after our investments as well as our Mortgage. You can trust that he will work on your behalf to get you the best rate and product that works for you. He is extremely knowledgeable, friendly and just overall a great person. You won’t be disappointed!! Contact BG Financial for all your financial needs.

  Jov Dundas✭✭✭✭✭

  2 years ago

  I am extremely happy to share my experience with Brandon Gurley as my financial advisor. Brandon has been my financial advisor for over 12 years, and I have no hesitation in recommending him to anyone who needs financial advice. I have found Brandon to be a very pleasant, knowledgeable and trustworthy person. He is quick to respond to my questions, and if perchance, I need him to make further clarifications, he is never hesitant to set up an appointment to explain in more detail. Anyone who has Brandon Gurley as their financial advisor has no reason to worry. Your finances will be in good hands.

James B. French Group – IG Private Wealth Management

• Address: 1361 Grandview St N, Oshawa, ON L1K 0G1, Canada
• Map: Click here
• Rating: 5 (16)
• Phone: +1 905-443-1200
• Website: Link
• Opening hours:
  
  Monday: 8:30 AM – 4:30 PM

  Tuesday: 8:30 AM – 4:30 PM

  Wednesday: 8:30 AM – 4:30 PM

  Thursday: 8:30 AM – 4:30 PM

  Friday: 8:30 AM – 4:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Valerie Hotton✭✭✭✭✭

  4 years ago

  We have had a financial planner since the mid 80s. Never during this time did we ever have the personalized attention to our portfolio as we get with Jim. If only we would have known him before 2015. Jim is very knowledgeable and personable. He takes a personal interest in our lives so he can provide us with the best financial advice. Jim takes the time to explain everything in detail to ensure we understand the direction he is suggesting. Then of course there’s Mary…friendly, kind and caring with the highest attention to detail. A fantastic team indeed!

  Rodney Noble✭✭✭✭✭

  4 years ago

  I have been a long-time client of Jim’s and I am very happy with the level of service he provides. He is very professional, knowledgeable and friendly. He takes time to understand your goals and investing personality. He then works with his clients to create a plan with an asset mix to meet your goals and investment style. Jim tracks your investment progress and meets with clients regularly to adjust where necessary.

  Russ R✭✭✭✭✭

  4 years ago

  We have been a client of Jim French for over 10 years and found that he is very professional, insightful and personable. He truly invests his time and effort to understand your goals and match those with a solid plan for the future. He takes a proactive approach in your journey and meets with you throughout the year to reassess, if necessary, your results and future expectations. His personal touch, knowledge and genuine concern for your future financial welfare are some of the reasons we would highly recommend him and his team.

  September Dee✭✭✭✭✭

  4 years ago

  If you are looking for sound financial advice, do not hesitate to give Jim a call. He and his team of professionals will take good care of you. Have been his client for years and and very happy with my results.

  Mike Black✭✭✭✭✭

  3 years ago

  We have been investing with Jim for many years. Very knowledgeable trusting and has a great staff. Only recommends financial products that are within your tolerance range. Quarterly reviews keep you in the know on how your investments are performing.

Compass Wealth Partners

• Address: 92 Albert St, Oshawa, ON L1H 4R2, Canada
• Map: Click here
• Rating: 4.7 (15)

LDR Financial – No Medical | Mortgage | Term | Permanent Life Insurance – Agent | Broker | Advisor | Company – Oshawa Ontario

• Address: 285 Taunton Rd E, Oshawa, ON L1G 3V2, Canada
• Map: Click here
• Rating: 5 (12)

Johnathan Pollock – Thompson & Pollock Wealth

• Address: 179 King St E Second Floor, Oshawa, ON L1H 1C2, Canada
• Map: Click here
• Rating: 5 (8)

4 Pillars Consulting

• Address: 172 King St E Suite 106, Oshawa, ON L1H 1B7, Canada
• Map: Click here
• Rating: 5 (2)

Mark Matsumoto,/ Aligned Capital- Financial Advisor, CPA, CA, CFP, CEA, CIM

• Address: 5104 Oakridge Trail, Oshawa, ON L1H 0M5, Canada
• Map: Click here
• Rating: 5 (2)

Discover top consulting firms in various cities, like those mentioned in London, Kitchener and Hamilton, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Oshawa, Ontario, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Oshawa

Oshawa, Ontario is home to several top financial consulting firms that offer a wide range of services to individuals and businesses. These firms have established themselves as trusted advisors in the financial industry and have a proven track record of helping their clients achieve their financial goals. Here are the top 3 financial consulting firm alternatives in Oshawa:

• 1. BDO Canada LLP: BDO Canada LLP is one of the largest accounting and advisory firms in Oshawa. They offer a comprehensive range of financial consulting services, including tax planning, financial reporting, and business advisory. BDO Canada LLP has a team of highly skilled professionals who provide personalized solutions to their clients’ unique financial needs. They have a strong reputation for delivering high-quality services and have been recognized as one of the top financial consulting firms in Oshawa.
• 2. Grant Thornton LLP: Grant Thornton LLP is another popular choice for financial consulting services in Oshawa. They have a team of experienced professionals who provide a wide range of services, including tax consulting, financial management, and business planning. Grant Thornton LLP is known for their expertise in helping businesses streamline their operations, reduce costs, and improve profitability. They are committed to delivering exceptional client service and have earned a reputation for their innovative solutions.
• 3. MNP LLP: MNP LLP is a leading financial consulting firm in Oshawa that offers a comprehensive range of services to individuals and businesses. They specialize in tax planning, wealth management, and business advisory. MNP LLP has a team of dedicated professionals who have extensive knowledge and experience in the financial industry. They are known for their personalized approach and commitment to delivering superior client service. MNP LLP has a solid reputation and has been recognized as one of the top financial consulting firms in Oshawa.

These three financial consulting firms in Oshawa have established themselves as trusted advisors in the financial industry by providing high-quality services and personalized solutions to their clients’ unique needs. Whether you are an individual looking for tax planning advice or a business looking to streamline your operations, these firms can provide the expertise and guidance you need to achieve your financial goals. It is always recommended to research and compare different financial consulting firms to find the one that best suits your specific needs.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.