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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!

Oshawa financial service Compass Wealth Partners
Oshawa financial service Compass Wealth Partners
Oshawa financial service Compass Wealth Partners
Oshawa financial service Compass Wealth Partners video
7+ YEARS IN TBR
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COMPASS WEALTH PARTNERS

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

Since 1999

Specialty:

✓ Financial Planning ✓ Retirement ✓ Retirement Income ✓ Investments ✓ Insurance ✓ Estate Planning ✓ Tax Planning ✓ Retirement Savings Strategies ✓ Pension and Government Benefits Optimization ✓ Lifestyle and Legacy Planning ✓ Tax-Free Savings Account (TFSA) ✓ Registered Retirement Savings Plan (RRSP) ✓ Registered Retirement Income Fund (RRIF) ✓ First Home Savings Account (FHSA) ✓ Registered Education Savings Plan (RESP) ✓ Non-Registered Investments ✓ Life Insurance ✓ Disability Insurance ✓ Critical Illness Insurance ✓ Key Person Insurance ✓ Buy-Sell Agreements ✓ Cash Flow and Budgeting ✓ Tax Planning and Optimization ✓ Goal-Based Wealth Planning

“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.

2025 Update: At Compass Wealth Partners, they specialize in guiding retirees and those nearing retirement through the complexities of financial planning, investing, and insurance.”

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License #764979878

Discount:

Get a Special Offer on Wealth Assessment [USE CODE: THREEBESTRATED]

Contact:

(905) 430-8099

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

TBR® Inspection Report:

Oshawa financial service B G Financial Corporation
Oshawa financial service B G Financial Corporation
Oshawa financial service B G Financial Corporation
6+ YEARS IN TBR
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B G FINANCIAL CORPORATION

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

Since 2010

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Estate Planning ✓ Investment Tax Planning ✓ Portfolio Analysis ✓ TFSA ✓ RESP ✓ RRSP ✓ RDSP ✓ RRSP Loans ✓ Borrowing to Invest ✓ Insurance Analysis

“B G Financial Corporation 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 Corporation is located in Oshawa and serves clients in the Durham Region and surrounding areas.

2025 Update: You can contact them to get a free consultation.”

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Contact:

(905) 419-9499

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

TBR® Inspection Report:

Oshawa financial service Johnathan Pollock - Thompson & Pollock Wealth
Oshawa financial service Johnathan Pollock - Thompson & Pollock Wealth
Oshawa financial service Johnathan Pollock - Thompson & Pollock Wealth
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JOHNATHAN POLLOCK

(4.7 Score)
THOMPSON & POLLOCK WEALTH
179 King Street East, 2nd Floor,
Oshawa, ON L1H 1C2 Directions

Since 2022

Specialty:

✓ RDSPs (Registered Disability Savings Plans) ✓ RRSPs (Registered Retirement Savings Plans) ✓ RIFs (Registered Income Funds) ✓ LIFs (Life Income Funds) ✓ TFSAs (Tax-Free Savings Accounts) ✓ Group Benefits ✓ Group Pensions ✓ Business Insurance ✓ GICs ✓ RESPs (Registered Education Savings Plans) ✓ Mutual Funds ✓ Segregated Funds

“Johnathan Pollock is the firm's managing partner at Thompson & Pollock Wealth. Thompson & Pollock Wealth's team eliminates the guesswork and helps you make the financial choices that set you up for success. They assist families with planning and specialize in nurturing small businesses, with a keen focus on the trade sector. Their approach combines professional expertise with a refreshingly approachable and engaging experience. They're not just advisors; they're partners in building your wealth, attracting top talent, and creating a legacy of generational wealth. They are committed to proactive and hands-on financial planning strategies tailored to your needs. Whether you're planning for retirement, managing investments, or expanding your business, their dedicated team is here to provide the guidance and support you need to achieve your financial goals and secure your future.

2025 Update: Johnathan Pollock practices what he preaches by owning investment properties in addition to his own financial plan.”

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License #1851198

Contact:

(905) 243-6328

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

TBR® Inspection Report:

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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.

These reviews are provided for information purposes and to help you make informed decisions.

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B G FINANCIAL CORPORATION 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.

JOHNATHAN POLLOCK - THOMPSON & POLLOCK WEALTH REVIEWS

I have been fortunate to have Johnathan as my financial advisor for more than a decade. Throughout this time, he has provided excellent guidance and assistance in making well-informed decisions. Given my limited financial knowledge, he has been able to simplify all concepts and making it easier for me to understand and navigate through various financial matters.

I cant say enough good things about my experience with John. He has helped me understand so many financial concepts in the simplest terms when they seemed so overwhelming to me. I trust him with my next financial steps every time something changes in my life and he always has a detailed explanation to follow that I can actually understand. He is patient and experienced and I'm thankful to have his advice in my pocket.

Thank you for being such a knowledgeable advisor and incredible listener Johnathan . You have put things into perspective in terms I understand and helped me prepare for the future .

TBR® Inspection Score Report

COMPASS WEALTH PARTNERS Total Inspection Points: 118/120
Business Hours: 9
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

B G FINANCIAL CORPORATION Total Inspection Points: 115/120
Complete Info: 8
Business Hours: 9
Experience: 9
Responsiveness: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

JOHNATHAN POLLOCK - THOMPSON & POLLOCK WEALTH Total Inspection Points: 113/120
Experience: 7
Complete Info: 8
Business Hours: 9
Responsiveness: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

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