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Top Retirement Planning Firms

Ratings Updated: June 18, 2025

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12 Companies

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0 Leaders 12 Contenders

12 Companies

Country: Canada

Province: Ontario

City: St. Catharines

List of the Top Retirement Planning Services

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DCP Accounting

Not yet reviewed

Undisclosed

$25 - $49 / hr

2 - 9

Burlington, Canada

Services provided

30% Financial Advising & Planning

50% Accounting

10% Funding & Investment +1

10% Insurance Services & Brokers

Focus Areas

25% Retirement Planning

25% Actuarial Services

25% Debt Consulting +1

25% Wealth & Asset Management

DCP Accounting is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Burlington, Canada.
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Altmaven Capital

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Toronto, Canada

Services provided

25% Financial Advising & Planning

25% Business Consulting

25% Financial Consulting +1

25% Funding & Investment

Focus Areas

15% Retirement Planning

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Securities Brokerage

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Actuarial Services

Founded in 2019, Altmaven Capital is a small Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
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Mohit Grover

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Mississauga, Canada

Services provided

25% Financial Advising & Planning

25% Accounting

25% Commercial Financing +1

25% Insurance Services & Brokers

Focus Areas

15% Retirement Planning

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Securities Brokerage

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Actuarial Services

Mohit Grover is a Commercial Financing company. They are headquartered in Mississauga, Canada and have small team of experts. Their services include Commercial Financing and Accounting.
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Vaquita Consulting

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Toronto, Canada

Services provided

10% Financial Advising & Planning

30% Business Consulting

25% Commercial Financing +2

25% Funding & Investment

10% Financial Consulting

Focus Areas

10% Retirement Planning

70% Debt Consulting

15% Actuarial Services +1

5% Mortgage & Loan Brokerage

Vaquita Consulting is a Business Consulting company. The Toronto, Canada-based team focuses on Business Consulting and Commercial Financing.
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Ilios Selene

Not yet reviewed

Undisclosed

$200 - $300 / hr

2 - 9

Toronto, Canada

Services provided

10% Financial Advising & Planning

50% Business Consulting

15% Accounting +2

15% IT Managed Services

10% Commercial Financing

Focus Areas

10% Retirement Planning

20% Securities Brokerage

15% Actuarial Services +4

15% Mortgage & Loan Brokerage

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Debt Consulting

Ilios Selene is a Business Consulting company launched in 2018. The team provides Business Consulting and IT managed services and is based in Dover, Delaware and New York, New York.
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Wealthy Wave Accounting Inc

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Mississauga, Canada

Services provided

10% Financial Advising & Planning

20% Accounting

10% Commercial Financing +6

10% Finance & Accounting Outsourcing (FAO)

10% Finance Law

10% Financial Consulting

10% Funding & Investment

10% Insurance Services & Brokers

10% Tax Law

Focus Areas

20% Retirement Planning

20% Mortgage & Loan Brokerage

20% Wealth & Asset Management +4

10% Actuarial Services

10% Debt Consulting

10% Securities Brokerage

10% Stocks Portfolio Management

Wealthy Wave Accounting Inc is an Accounting company. Their small team of employees is in Mississauga, Canada. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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Lion Shield Financial

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Mississauga, Canada

Services provided

30% Financial Advising & Planning

70% Insurance Services & Brokers

Focus Areas

50% Retirement Planning

50% Wealth & Asset Management

Lion Shield Financial, an Insurance Services & Brokers company, was established in 2024. The team specializes in Insurance Services & Brokers and Financial Advising & Planning.
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ABC Financial Advisor

3.5 1 review

Undisclosed

Undisclosed

2 - 9

Markham, Canada

Services provided

50% Financial Advising & Planning

50% Insurance Services & Brokers

Focus Areas

100% Retirement Planning

ABC Financial Advisor offers Financial Advising, Financial Planning, and Investment Advisory services. Reviews indicate that the company excels in enhancing decision-making regarding risk tolerance, providing valuable insights, and maintaining effective communication through various channels. Clients appreciate the company's alignment with their budget and culture, and overall, ABC Financial Advisor is seen as delivering good value for cost.

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Serre Financial

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Mississauga, Canada

Services provided

50% Financial Advising & Planning

50% Commercial Financing

Focus Areas

50% Retirement Planning

50% Wealth & Asset Management

Serre Financial, a Commercial Financing and Financial Advising & Planning company, offers Commercial Financing and Financial Advising & Planning. The agency is located in Mississauga, Canada.
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PBI Actuarial Consultants

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Burlington, Canada

Services provided

50% Financial Advising & Planning

40% Financial Consulting

10% Business Consulting

Focus Areas

100% Retirement Planning

PBI Actuarial Consultants, a Financial Advising & Planning company, was founded in 2008. The midsize team provides Financial Advising & Planning and Financial Consulting.
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Maloney & Thompson Sports Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Guelph, Canada

Services provided

10% Financial Advising & Planning

20% Talent Representation

10% Accounting +6

10% Business Consulting

10% Corporate Training & Coaching

10% Marketing Strategy

10% Media Planning & Buying

10% Sports Marketing

10% Video Marketing

Focus Areas

100% Retirement Planning

Small Talent Representation company Maloney & Thompson Sports Management, is located in Guelph, Canada. The team specializes in Talent Representation and Marketing Strategy.
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Gil Scott Sports Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Whitchurch-Stouffville, Canada

Services provided

10% Financial Advising & Planning

20% Talent Representation

10% Branding +6

10% Business Consulting

10% Commercial Development

10% Corporate Training & Coaching

10% Digital Strategy

10% Marketing Strategy

10% Sports Marketing

Focus Areas

50% Retirement Planning

50% Wealth & Asset Management

Gil Scott Sports Management, a Talent Representation company, was founded in 1979. They focuses on Talent Representation and Branding.
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Clutch Leaders Matrix

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List of the Top Retirement Planning Services

DCP Accounting

Undisclosed

$25 - $49 / hr

2 - 9

Burlington, Canada

Ability to deliver

5.4/40.0

0/20 Reviews

1.4/10 Clients & Experience

4/10 Market Presence

Service focus

30% Financial Advising & Planning

25% Retirement Planning

70% Other

View Profile Visit Website
Altmaven Capital

Undisclosed

Undisclosed

2 - 9

Toronto, Canada

Ability to deliver

6.7/40.0

0/20 Reviews

2.1/10 Clients & Experience

4.7/10 Market Presence

Service focus

25% Financial Advising & Planning

15% Retirement Planning

75% Other

View Profile Visit Website
Mohit Grover

$1,000+

$100 - $149 / hr

10 - 49

Mississauga, Canada

Ability to deliver

6.3/40.0

0/20 Reviews

0/10 Clients & Experience

6.4/10 Market Presence

Service focus

25% Financial Advising & Planning

15% Retirement Planning

75% Other

View Profile Visit Website
Vaquita Consulting

$1,000+

$25 - $49 / hr

2 - 9

Toronto, Canada

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

10% Financial Advising & Planning

10% Retirement Planning

90% Other

View Profile Visit Website
Ilios Selene

Undisclosed

$200 - $300 / hr

2 - 9

Toronto, Canada

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

10% Financial Advising & Planning

10% Retirement Planning

90% Other

View Profile Visit Website
Wealthy Wave Accounting Inc

Undisclosed

Undisclosed

2 - 9

Mississauga, Canada

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

10% Financial Advising & Planning

20% Retirement Planning

90% Other

View Profile Visit Website
Lion Shield Financial

$1,000+

< $25 / hr

2 - 9

Mississauga, Canada

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

30% Financial Advising & Planning

50% Retirement Planning

70% Other

View Profile Visit Website
ABC Financial Advisor

Undisclosed

Undisclosed

2 - 9

Markham, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Financial Advising & Planning

100% Retirement Planning

50% Other

View Profile Visit Website
Serre Financial

Undisclosed

Undisclosed

2 - 9

Mississauga, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Retirement Planning

50% Other

View Profile Visit Website
PBI Actuarial Consultants

Undisclosed

Undisclosed

50 - 249

Burlington, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Financial Advising & Planning

100% Retirement Planning

50% Other

View Profile Visit Website
Maloney & Thompson Sports Management

Undisclosed

Undisclosed

2 - 9

Guelph, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

10% Financial Advising & Planning

100% Retirement Planning

90% Other

View Profile Visit Website
Gil Scott Sports Management

Undisclosed

Undisclosed

2 - 9

Whitchurch-Stouffville, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

10% Financial Advising & Planning

50% Retirement Planning

90% Other

View Profile Visit Website

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