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List Of All wealth management company Leads in Oshawa

Find wealth management company in Oshawa - 20 local businesses are listed below with their contact details and ratings. Conor Amyot - IG Wealth Management leads the ratings at 5.0★, and most businesses on this list average around 4.5★. Everything below is current as of 9/5/2026; click through to any listing for a website, map link, or way to get in touch.

20 results · last updated 9/5/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Conor Amyot - IG Wealth ManagementFinancial advisor
481 Taunton Rd W #300, Oshawa, ON L1H 7K4, CanadaView on Google Maps
5.0(60)
+*9******871View in Leads Searchco*********@i**.caView in Leads Searchwww.conoramyot.ca/
LinkedInFacebook
True Wealth AdvisorsFinancial planner
50 Richmond St E Unit 119 Firm #2010, Oshawa, ON L1G 7C9, CanadaView on Google Maps
5.0(25)
+*6*7*77*888View in Leads Searchhe***@t*****************.caView in Leads Searchrealty.truewealthadvisors.ca/
InstagramX (Twitter)YouTube
IG Wealth Management - ELENA Mularczyk, CFP RRC EPCFinancial advisor
481 Taunton Rd W Suite 300, Oshawa, ON L1H 7K4, CanadaView on Google Maps
5.0(21)
+*9*******15View in Leads Search-ig.ca/en/advisor/elena_mularczyk
LinkedInInstagramFacebookX (Twitter)YouTube
Johnathan Pollock - Thompson & Pollock WealthFinancial planner
179 King St E Second Floor, Oshawa, ON L1H 1C2, CanadaView on Google Maps
5.0(19)
+*9*****6*28View in Leads Searchsu*****@t**************.comView in Leads Searchwww.thompsonpollock.com/-
Leslie Edmunds, Jim French & Richard Huzar - IG Private Wealth ManagementFinancial planner
481 Taunton Rd W Suite 300, Oshawa, ON L1H 7K4, CanadaView on Google Maps
5.0(16)
+*9*******00View in Leads Search-www.igprivatewealth.com/en/advisor/jim_french
LinkedInFacebookX (Twitter)YouTube
IG Wealth Management - ERIK SMITHFinancial advisor
481 Taunton Rd W Suite 300, Oshawa, ON L1H 7K4, CanadaView on Google Maps
5.0(2)
+*9**668**70View in Leads Search-ig.ca/en/advisor/erik_smith
LinkedInInstagramFacebookX (Twitter)YouTube
IG Wealth Management - BOB ALLEN, BBAFinancial advisor
481 Taunton Rd W Suite 300, Oshawa, ON L1H 7K4, CanadaView on Google Maps
5.0(1)
+*9**668**70View in Leads Search-www.ig.ca/en/advisor/bob_allen?name=BOB+ALLEN
LinkedInInstagramFacebookX (Twitter)YouTube
SJ
Simpson John & AssociatesFinancial planner
71 Albert St, Oshawa, ON L1H 4R1, CanadaView on Google Maps
5.0(1)
+*9****6**78View in Leads Search---
Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group BenefitsFinancial Advisor
158 Centre St S, Oshawa, ON L1H 4A4, CanadaView on Google Maps
4.9(47)
+*9****99*99View in Leads Searchin**@b**********.caView in Leads Searchwww.bgfinancial.ca/
LinkedIn
Edward Jones - Financial Advisor: Lisa E Currie, PFP®Financial Advisor
501 Coldstream Dr Unit 3, Oshawa, ON L1K 3B3, CanadaView on Google Maps
4.9(43)
+*9**7***633View in Leads Search-www.edwardjones.ca/ca-en/financial-advisor/lisa-currie?y_source=1_MTc5OTAyNS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
X (Twitter)
Compass Wealth PartnersFinancial planner
92 Albert St, Oshawa, ON L1H 4R2, CanadaView on Google Maps
4.9(16)
+*9*****8*99View in Leads Searchin**@c********************.caView in Leads Searchwww.compasswealthpartners.ca/
LinkedInFacebook
Chartren Dutka Wealth & Legacy Partners | CI Assante Wealth Management Ltd.Financial Advisor
285 Taunton Rd E Ste 104, Oshawa, ON L1G 7L1, CanadaView on Google Maps
4.9(10)
+*9***797777View in Leads Searchdd****@a******.comView in Leads Searchadvisor.assante.com/Derek-Dutka/
LinkedIn
Taunton Financial Center - Callery & Capesky Insurance & Wealth Management IncFinancial advisor
in Taunton Financial Center, 381 Taunton Rd E, Oshawa, ON L1G 1E0, CanadaView on Google Maps
4.7(13)
+*9***7*7644View in Leads Searchca**********@g****.comView in Leads Searchwww.tauntonfinancialcenter.com/
LinkedInX (Twitter)
IG Wealth Management - IAN ROMANS, MBA, RRC, QAFP, CLU, TEPFinancial advisor
481 Taunton Rd W Suite 300, Oshawa, ON L1H 7K4, CanadaView on Google Maps
4.0(1)
+*9*******15View in Leads Search-www.ig.ca/en/advisor/ian_romans?name=IAN+ROMANS
LinkedInInstagramFacebookX (Twitter)YouTube
IG Wealth ManagementFinancial planner
481 Taunton Rd W #300, Oshawa, ON L1H 7K4, CanadaView on Google Maps
3.3(3)
+*9**668**70View in Leads Search-www.ig.ca/en/office/Oshawa-Whitby
LinkedInInstagramFacebookX (Twitter)YouTube
National Bank Financial - Wealth ManagementInvestment service
575 Thornton Rd N, Oshawa, ON L1J 8L5, CanadaView on Google Maps
1.0(1)
+*9*******15View in Leads Search-locator.nbc.ca/national-bank-financial/on/oshawa/575-thornton-rd-north?utm_source=G&utm_medium=local&utm_campaign=google-local
LinkedInInstagramFacebookX (Twitter)YouTube
Assante Financial Management Ltd.Financial Advisor
58 Rossland Rd W Ste 216, Oshawa, ON L1G 4N6, CanadaView on Google Maps
-+*9*******69View in Leads Search-www.assante.com/-
IG Wealth Management - JONATHAN WU, RRCFinancial advisor
481 Taunton Rd W Suite 300, Oshawa, ON L1H 7K4, CanadaView on Google Maps
-+*9**668**70View in Leads Search-www.ig.ca/en/advisor/jonathan_wu?name=JONATHAN+WU
LinkedInInstagramFacebookX (Twitter)YouTube
Durham Wealth Planning GroupFinancial planner
58 Rossland Rd W Ste 216, Oshawa, ON L1G 4N6, CanadaView on Google Maps
-+*9*******69View in Leads Searchar****@a******.comView in Leads Searchadvisor.assante.com/durham%20wealth%20planning%20group/-
McLaren Wealth ManagementFinancial Advisor
285 Taunton Rd E Ste 102, Oshawa, ON L1G 3V2, CanadaView on Google Maps
-+*9***7***22View in Leads Search-www.mclarenwealthmanagement.ca/-

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