Top Financial Planning Companies in Canada


6 Companies

The best recruitment agency in Ontario, Canada. We help companies/employers match up with talented applicants who meet their requirements. Bagging more than a decade of industry experience and expertise, Verus Consulting works across Canada, finding and connecting the right talent with the right companies, across business industries and verticals. Verus Consulting provides efficient staffing solutions in Canada across industry sectors and diverse functional areas. Our team comprises individuals with over a decade of experience in Human Resources backed by business expertise to ensure a mutually beneficial relationship. To be the preferred staffing solutions partner that empowers the recruitment industry. Connect professionals to employers that collectively make them more productive and suRead More

  • dollar

    N/A

  • user

    50 to 99

  • calender

    2019

  • location

    Canada

Mehra CPA is a prominent and trusted CPA firm located in the heart of Vancouver, renowned for its commitment to excellence in the world of accounting and financial services. With a team of dedicated and highly skilled professional CPAs, we offer a comprehensive range of services designed to meet the diverse financial needs of our clients. Our services encompass a wide spectrum, including meticulous accounting and bookkeeping, personalized tax services for individuals, as well as specialized tax solutions for businesses. We excel in tax filing, providing expert guidance in tax planning, ensuring efficient tax preparation, and delivering precise payroll services. At Mehra CPA, our mission is to empower our clients with the financial tools and insights they need to navigate the complexities oRead More

  • dollar

    $50-99/hr

  • user

    1 to 9

  • calender

    2015

  • location

    Canada

Our commitment ensures that every item, from our wholesale white rice to other essentials, meets the highest standards of excellence. We seamlessly combine superior quality and affordability, providing you with the best value for your money.

  • dollar

    <$25/hr

  • user

    10 to 49

  • calender

    2022

  • location

    Canada

Synergy IT Solutions offers various IT services, including managed IT services, cloud solutions, infrastructure solutions, support services, and business solutions. We also provide security services covering cloud security, network security, managed security, and risk management. Additionally, we offer development services for e-commerce, custom business applications, website solutions, and mobile applications. You can visit our website for more detailed information.

  • dollar

    N/A

  • user

    250 to 499

  • calender

    1992

  • location

    Canada

JourneyApproved is a reliable auto finance company that helps Canadians get guaranteed car loan, no matter their credit history or the car they choose. Whether your credit is good, bad, or none at all, we make it easy to get approved quickly with flexible payment options. Our simple process gives you instant approval so you can get your car without stress. Apply today and get your car loan.

  • dollar

    N/A

  • user

    50 to 99

  • calender

    2011

  • location

    Canada

SayHomeCanada Consultancy transforms your dream of living in Canada into a reality. With a trusted RCIC, we navigate the complexities of immigration with ease, ensuring it's done right the first time. Our goal is your success, and we provide the knowledge and expertise to make your Canadian dream come true.

  • dollar

    N/A

  • user

    10 to 49

  • calender

    2020

  • location

    Canada

Frequently Asked Questions

IT companies can provide software solutions for budgeting, forecasting, and financial analysis. They can also develop custom applications to streamline financial processes and offer data security measures for sensitive financial information.

IT services can offer real-time data analysis, automated reporting, improved accuracy, and better collaboration among team members. They can also provide scalable solutions that grow with your business and offer cloud-based access for remote work.

Look for companies with experience in financial software development, good customer reviews, and a portfolio of relevant projects. Consider their understanding of financial regulations, data security measures, and ability to integrate with your existing systems.

IT companies can create budget management systems, cash flow forecasting tools, investment analysis software, risk assessment applications, and financial reporting dashboards tailored to your business needs.

IT solutions can use advanced algorithms and machine learning to analyze historical data, market trends, and economic indicators. This can lead to more accurate predictions and help businesses make informed financial decisions.

Look for companies that offer encryption, secure data storage, regular backups, access controls, and compliance with financial industry regulations such as GDPR or SOX. They should also have a clear data protection policy and conduct regular security audits.

Yes, many IT companies specialize in system integration. They can connect financial planning tools with accounting software, CRM systems, and other business applications to create a seamless flow of data across your organization.

The timeline can vary depending on the complexity of the project. Simple implementations might take a few weeks, while more complex, custom solutions could take several months. Discuss the timeline with potential IT partners during the planning phase.

Potential drawbacks include initial setup costs, time required for staff training, and the need for ongoing maintenance and updates. There may also be a learning curve as employees adapt to new systems and processes.

IT solutions can level the playing field by providing small businesses access to advanced financial tools and analytics that were once only available to larger corporations. This can help improve decision-making, efficiency, and competitiveness regardless of company size.