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BEST RATED OSHAWA, ON FINANCIAL SERVICES FR

3 Best Financial Services in Oshawa, ON

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

Conor Amyot - Oshawa, ON Financial Services - Portrait
Conor Amyot - Oshawa, ON Financial Services - Professional Highlights
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Oshawa financial service Conor Amyot - IG WEALTH MANAGEMENT video
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CONOR AMYOT

(4.8 Score)
IG WEALTH MANAGEMENT
481 Taunton Road West, Suite 300,
Oshawa, ON L1H 7K4 Directions

Since 2015

Specialty:

✓Estate Planning ✓Retirement Planning ✓Investment Planning ✓Wealth Transfer ✓Tax Planning ✓Insurance Planning ✓Charitable Giving ✓Business Succession ✓Financial Planning for Widows and Survivors ✓Financial Planning for Pre-retirees and Retirees ✓Financial Planning for Families ✓High-net-worth Financial Planning

“2026 Highlights: Conor Amyot is a financial advisor with a decade of experience at IG Wealth Management. Conor is passionate about helping families simplify their finances so they can focus on what truly matters, spending time with loved ones and enjoying life. He helps clients connect all the moving parts of their financial lives: investment strategies, tax efficiency, estate planning, retirement income, insurance protection, and generational wealth transfer. Whether we’re setting up trusts, coordinating with your lawyer, and helping a surviving spouse take control after a loss, he ensures your wishes are clear and your legacy is protected.”

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Contact:

(905) 441-1871

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

B G Financial Corp. - Oshawa, ON Financial Services - Portrait
B G Financial Corp. - Oshawa, ON Financial Services - Office Image
B G Financial Corp. - Oshawa, ON Financial Services - Work Image
6+ YEARS ON TBR
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B G FINANCIAL CORP.

(4.7 Score)
158 Centre Street,
Oshawa, ON L1H 4A4 Directions

Since 2010

Specialty:

✓Financial Planning ✓Tax Planning ✓Retirement Planning ✓Portfolio Analysis ✓Estate Planning ✓Insurance Analysis ✓Wealth Management ✓Investments ✓Mortgages ✓Life Insurance ✓Group Benefits

"B G Financial Corp. is an independent financial consultancy whose goal is to help each client meet their unique financial goals. Brandon Gurley is the firm's certified financial planner. As a Certified Financial Planner®, he continually strives to help clients realize their financial dreams. Whether your goal is to save for a new home or retirement, protect loved ones from financial losses, or manage your portfolio wisely, he has the experience and resources to meet your needs. Understanding financial planning increases your chances of achieving your financial goals, and they are committed to supporting you in this journey. They value investor education as it strengthens client relationships, ensuring personalized financial guidance tailored to your needs. B G Financial Corp. is located in Oshawa and serves clients in the Durham Region and surrounding areas. You can contact them to get a free consultation.

2026 Highlights: B G Financial Corp. carefully considers your needs, goals, and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future."

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License #10001311

Contact:

(905) 419-9499 (905) 409-9775

Mon-Thu: 8:30am - 9pm
Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Compass Wealth Partners - Oshawa, ON Financial Services - Professional Highlights
Compass Wealth Partners - Oshawa, ON Financial Services - Portrait
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Oshawa financial service Compass Wealth Partners video
7+ YEARS ON TBR
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COMPASS WEALTH PARTNERS

(4.7 Score)
92 Albert Street,
Oshawa, ON L1H 4R2 Directions

Since 1999

Specialty:

✓Financial Planning ✓Retirement Planning ✓Retirement Income Planning ✓Investment Planning ✓Investment Management ✓Tax Planning ✓Estate Planning ✓Portfolio Analysis ✓Insurance Planning ✓Mutual Funds ✓GICs ✓Disability Insurance ✓Life Insurance ✓Long Term Care Insurance ✓Critical Illness Insurance ✓Group Benefits Plans ✓Segregated Funds ✓Annuities ✓Tax Free Savings Accounts ✓RRSPs ✓RDSPs ✓RRIFs ✓RESPs ✓LIFs ✓LIRAs

"Compass Wealth Partners is a family-owned financial planning firm with a team that continually strives to help every client realize their financial dreams. Stephen Musial is the firm's certified financial planner. With years of experience serving investors and their families, including business community members, he holds his Certified Financial Planner designation. Whether your goal is to save for a new home or retirement, protect loved ones from financial losses, or manage your portfolio wisely, Compass Wealth Partners has the experience and resources to meet your needs.

2026 Highlights: Compass Wealth Partners takes a personalized approach to financial planning, ensuring that every client receives tailored advice that aligns with their goals. They are dedicated financial professionals committed to helping individuals and business owners navigate their financial future with confidence."

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License #764979878

Discount:

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Contact:

(905) 430-8099

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

TBR® Inspection Report:

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CONOR AMYOT - IG WEALTH MANAGEMENT REVIEWS

I was referred to Conor Amoyot by my son and daughter-in-law a few years ago. I had not had any financial advice before meeting Conor. Conor has a very soft spoken, calming and caring demeanor. He alleviated any angst that I was feeling. Conor listens to your concerns and gives you sound advice. Since engaging Conor to look after my finances I have peace of mind as he keeps in touch and explains what is happening in the investment world so that you can understand it. Conor is very personable easy to talk to and he cares about every client. Thank you Conor.

We switched to Conor from a different institution. We found we weren't provided attention to detail and occasionally our advisor didn't have answers/advice to questions we had. Since moving to Conor, we feel like our needs are more than met both in terms of service and knowledge. I feel Conor has an extensive understanding of the Canadian financial system, has offered excellent financial advice and put our family on a positive path for the future.

I have had the pleasure of speaking to and working with Conor. He is very knowledgeable and professional, but also warm and friendly when talking about my investments. He has put certain investment jargon into more understandable terms for me. I am excited to grow my investments with his help.

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B G FINANCIAL CORP. REVIEWS

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.

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.

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.

COMPASS WEALTH PARTNERS REVIEWS

We have been clients for over 30 years. We are grateful for the time spent during reviews to answer all of our questions and to provide us with sound financial advice as we begin our retirement years. Steve snd Isaac’s knowledge, professionalism and friendliness have been much appreciated. From the time you are greeted at the door, the staff are warm and welcoming.

Compass Wealth Partners have been providing our family with financial services for more than 15 years. Their team has always been very helpful at explaining our options. They always answer all of our questions and concerns to ensure we are satisfied and comfortable with our investment choices. We truly appreciate all the advice and help they give us! We would, without a doubt, recommend them to our family and friends-E J.

Isaac truly cares about helping his clients and ensuring that they are well taken care of. I have learned several new wealth building strategies from conversations with Isaac and I like his friendly, approachable communication style. He is a trusted wealth advisor who I am happy to recommend.

TBR® Inspection Score Report

CONOR AMYOT - IG WEALTH MANAGEMENT Total Inspection Points: 114/120
Acknowledgments: 8
Experience: 8
Complete Info: 9
Current Evaluation: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10

TBR® Inspection Score Report

B G FINANCIAL CORP. Total Inspection Points: 113/120
Complete Info: 8
Acknowledgments: 9
Business Hours: 9
Current Evaluation: 9
Experience: 9
Responsiveness: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

TBR® Inspection Score Report

COMPASS WEALTH PARTNERS Total Inspection Points: 112/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Business Hours: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

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