The 7 Largest Financial Consulting Firm in Charlottetown

Charlottetown, the charming capital city of Prince Edward Island, Canada, is home to a thriving business community, including a number of reputable financial consulting firms. These firms provide expert guidance and comprehensive financial services to individuals, businesses, and organizations in the region.

Here are the 5 largest financial consulting firms in Charlottetown:

• CIBC Wood Gundy: Established in 1904, CIBC Wood Gundy is a leading wealth management firm in Canada, with a strong presence in Charlottetown. The firm offers a vast range of financial services, including investment planning, portfolio management, retirement planning, and estate planning.




• RBC Dominion Securities: Another major player in the financial consulting industry, RBC Dominion Securities, has a well-established office in Charlottetown. With a focus on personalized financial advice, the firm provides tailored investment solutions, wealth management strategies, and retirement planning services to its clients.




• Edward Jones: Recognized for its commitment to providing personalized financial advice, Edward Jones has a strong presence in Charlottetown. The firm’s financial advisors work closely with clients to develop customized financial plans, covering areas such as retirement planning, education savings, and estate planning.




• Scotiabank Wealth Management: Scotiabank Wealth Management, a division of Scotiabank, is a trusted financial consulting firm in Charlottetown. The firm offers a comprehensive range of financial services, including wealth management, investment advisory services, estate planning, and retirement planning, catered to meet the diverse needs of its clients.




• BMO Nesbitt Burns: BMO Nesbitt Burns, part of BMO Financial Group, is a leading provider of financial consulting services in Charlottetown. The firm specializes in investment management, financial planning, retirement planning, and wealth management, with a focus on delivering tailored solutions to help clients achieve their financial goals.

These financial consulting firms in Charlottetown stand out for their expertise, professionalism, and dedication to helping their clients achieve financial success. With their personalized advice and comprehensive services, they empower individuals, businesses, and organizations to make informed financial decisions and navigate the complexities of the financial landscape.

The 7 Biggest Financial Consulting Firm near Charlottetown

Cradle Wave Financial Group Inc. (Patrick Neary, BBA, CFP, EPC)

• Address: 119 Queen St Suite 102, Charlottetown, PE C1A 4B3, Canada
• Map: Click here
• Rating: 5 (2)
• Phone: +1 902-314-7722
• Website: Link
• Reviews:
  
  Moe Neary✭✭✭✭✭

  3 years ago

  Stephen H✭✭✭✭✭

  3 years ago

Currie, Hughes, Mullins & Associates Private Wealth Management

• Address: 80 Grafton St Suite 100, Charlottetown, PE C1A 1K7, Canada
• Map: Click here
• Rating: 5 (2)
• Phone: +1 902-940-0865
• 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:
  
  donna andrew✭✭✭✭✭

  2 years ago

  Both Megan and Jamie have gone above and beyond in so many capacities. We are extremely appreciative of the continued solid professional financial advice.

  Jamie has been involved with our estate planning For sometime. It is so reassuring that he looks at this from all angles – Customed to our own personal needs.

  We truly value and hold his advise in high regard. His Knowledge base is by no means limited to estate planning. He has helped us in regards to mortgage, Available extended medical coverage, educational accounts, small business, as well as Income tax. He Has worked closely with our accountant -‘Where he was clearly well respected.

  Both Megan and Jamie are Approachable – Always available in a timely manner.

  I have and I would highly recommend their services.

  Donna Callaghan March 2021

  Mike Sider✭✭✭✭✭

  2 years ago

  Jamie, Andrew and Megan have all gone above and beyond for us to make sure we are prepared for retirement and for anything unexpected. They plan with us for our future with careful attention to our risk tolerance and in cooperation with our accountant, lawyer etc. We highly recommend them to anyone that needs complete financial planning services!

Sun Life Financial Charlottetown

• Address: 184 Buchanan Dr, Charlottetown, PE C1A 1N3, Canada
• Map: Click here
• Rating: 3 (2)

BizEverTrust Financial Consulting Inc.

• Address: 129 Kent St #201B, Charlottetown, PE C1A 1N4, Canada
• Map: Click here
• Rating:

Blair Corkum Financial Planning Inc.

• Address: 45 Maple Hills Ave, Charlottetown, PE C1C 1P5, Canada
• Map: Click here
• Rating:

CIBC Business Advisor: Donnie Walsh

• Address: 151 Queen St, Charlottetown, PE C1A 7K2, Canada
• Map: Click here
• Rating:

CU Financial Management

• Address: 281 University Ave #101, Charlottetown, PE C1A 4M3, Canada
• Map: Click here
• Rating:

Discover top consulting firms in various cities, like those mentioned in Georges, Sorel and Rimouski, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Charlottetown, Prince Edward Island, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Charlottetown

Charlottetown, the capital city of Prince Edward Island, is home to several financial consulting firms that provide a wide range of services to individuals and businesses. Here are three top financial consulting firm alternatives that are popular in Charlottetown:

• Grant Thornton LLP: Grant Thornton LLP is a leading accounting and advisory firm with offices across Canada, including one in Charlottetown. They offer a variety of financial consulting services, including tax planning and compliance, business valuation, and mergers and acquisitions. Grant Thornton LLP is known for their expertise in helping businesses navigate complex financial situations and providing strategic advice to drive growth.
• KPMG: KPMG is one of the largest professional services firms in the world, with a presence in Charlottetown. They offer a comprehensive range of financial consulting services, including audit, tax, and advisory services. KPMG is known for their deep industry knowledge and expertise, and they work with clients in various sectors, including banking, healthcare, and technology. Their financial consulting services help clients improve performance, manage risks, and make informed business decisions.
• PwC: PwC, also known as PricewaterhouseCoopers, is another top financial consulting firm with an office in Charlottetown. They provide a wide range of services, including tax consulting, risk management, and financial advisory. PwC combines industry expertise with technological innovation to help their clients solve complex financial problems and seize opportunities for growth. They work with clients from diverse industries, including retail, manufacturing, and financial services.

These three financial consulting firm alternatives in Charlottetown offer a wealth of expertise and experience to support businesses and individuals with their financial needs. Whether you require tax planning advice, assistance with mergers and acquisitions, or strategic financial advisory services, these firms have the knowledge and resources to help.

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.