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3 Best Financial Services in Oakville, ON

Expert recommended Top 3 Financial Services in Oakville, ON. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

VOLPE FINANCIAL SOLUTIONS

446 Reynolds Street, Oakville, ON L6J 3M4 DIRECTIONS

Since 2017

Here’s The Deal:
Volpe Financial Solutions is a family-owned brokerage firm in Oakville. The firm focuses on finding an ideal insurance and investment solution to fit your personal or corporate needs. Michael G. Volpe is the co-owner and COO of the firm. Volpe Financial Solutions specializes in providing financial services. The firm strives to deliver service that is over and above your expectations. Whether you are planning for retirement, looking for income, or somewhere in between, there is a solution built for you. They help you to better cope with the financial and non-financial matters that you and your family could face. Volpe Financial Solutions has a calculator tool for retirement potential on its website.

SPECIALTY:
Estate, Retirement, Registered Retirement Savings, Tax, Life Insurance, Critical Illness, Disability Insurance, Group Benefits and Financial Planning, Wealth Management, Annuities, Mutual Funds, Segregated Funds, Group Disability, Exchange-Traded Funds & Pension Plans

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volpefinancialsolutions.com

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Mon-Fri: 9am - 6pm
Sat & Sun: By Appointment

TBR® Inspection Report:

NOUR PRIVATE WEALTH INC.

2845 Bristol Circle, Oakville, ON L6H 6X5 DIRECTIONS

Since 2013

Here’s The Deal:
Nour Private Wealth Inc. is one of the leading financial services in Oakville. Elie Nour is the founder and chief executive officer of the firm. He and his team members provide you with the expertise you need across all facets of the wealth management spectrum. Nour Private Wealth Inc. specializes in meeting the needs of the growing number of high-net-worth families. Their clients are retiring or retired investors and enterprising business people who demand strong investment performance and exceptional service. The firm provides wealth management services to high net worth investors, including entrepreneurs, professionals, family trusts, private charitable foundations, and estates. Nour Private Wealth Inc. also serves in Montreal, Toronto and Pointe-Claire.

SPECIALTY:
Insurance, Tax, Estate, Investment and Financial Planning, Asset Allocation, Cash-Flow Needs, Wealth, Trusts, Fiducie, Tax Planning, Group Retirement Plan and Benefits, REER, RRSP, RESP, TFSA, Portfolio & Risk Management

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npw.ca

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Mon-Fri: 9am - 9pm
Sat & Sun: Closed

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THE CAMPANELLA GROUP

132 Trafalgar Road, Oakville, ON L6J 3G5 DIRECTIONS

Since 2010

Here’s The Deal:
The Campanella Group is founded by Fabio Campanella CPA, CA, CFP, CIM and Lisamarie Franzone CPA. The firm provides tax preparation and filing services for small businesses and their families, investment, and estate planning. The Campanella Group is a full-service tax and financial planning firm for high-income earning families and entrepreneurs who need streamlined, fully integrated financial services. The firm is a new con­cept in tax, es­tate and finan­cial plan­ning for en­tre­pre­neurs and high-in­come fam­i­lies, com­bin­ing the best of a full-ser­vice ac­count­ing and finan­cial plan­ning firm un­der one roof. The Campanella Group's part­ners have been in the tax and fi­nan­cial plan­ning sec­tors since 2002 and have helped thou­sands of clients plan their tax, es­tate, and fi­nan­cial mat­ters across mul­ti­ple sec­tors. They are ded­i­cated to help­ing their clients forge the best fi­nan­cial path for their fam­i­lies.

SPECIALTY:
Accounting and Tax Planning for Small Businesses and Incorporated Professionals, Investment Advisory, Estate Planning & Life Insurance Planning

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campanellagroup.com

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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