4 Best Gold IRA Investment Companies Near Me in Oshawa, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Johnathan Pollock – Thompson & Pollock Wealth
ADDRESS: 179 King St E Second Floor, Oshawa, ON L1H 1C2, Canada
NUMBER: +1 905-243-6328
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Group Benefits, Employee Benefits, Pension, Group Retirement Plan, Corporate Structuring, Tax Efficient Charitable Giving
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had a great experience working with Jon Pollock on my life insurance and disability coverage. He was professional, knowledgeable, and took the time to walk me through all my options to ensure I had the right protection in place. Jon made what could have been a complicated process feel straightforward and stress-free. I appreciated his honesty, patience, and the way he genuinely looked out for my best interests. Highly recommend Jon if you’re looking for someone reliable and trustworthy to help with your insurance needs. – Joel Najab
REVIEW #2 – 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. – Corey Dal Bianco
REVIEW #3 – 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. – Sarah Arruda
REVIEW #4 – Johnathan is very upfront with you dealing with all matters. This makes for a better understanding of policies that you have as well as other options that may help with your saved and future wealth management. – Garry Durnan
REVIEW #5 – Fresh off my latest experience with Johnathan Pollock at Thompson & Pollock Wealth Management, and always it was a detailed and comprehensive review of where we are today and where we’re going in the future. It feels like a TEAM!
Finding trust is difficult find in the world of uncertainty we find ourselves in, but I’m sure glad I was introduced and I recommend you do yourself a favor and take a peak yourself. – Ryan Walters
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Conor Amyot – IG Wealth Management
ADDRESS: 481 Taunton Rd W #300, Oshawa, ON L1H 7K4, Canada
NUMBER: +1 905-441-1871
SRVICES: Estate Planning, Financial Advice, Financial Planning, wealth management, Planning For Business Owners, Retirement Planning, Tax And Estate Planning, Tax Strategies, Wealth Management, financial planning for high-net-worth families
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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. 😊 – Norma Detlor
REVIEW #2 – 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. – Chris L
REVIEW #3 – 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! – Laura McIntosh
REVIEW #4 – This is our first time dealing with Conor. The whole insurance process was explained clearly and in a way we could totally understand. Our questions were answered and concern quickly put to rest. Stacey was always kind and helpful on the phone and greeting us at the office. Both Conor and Stacey made this a very positive experience. I would recommend Conor for any of your insurance concerns. Thank you so much to both of them. – Sherry Howe
REVIEW #5 – If you want someone who will make your money grow with a plan you are comfortable with, Conor is the guy you want. Always helpful and will explain anything you need, and while he will suggest better ways to invest and give a gentle nudge, he is never pushy. We are so grateful having him as our financial advisor. – Jon Mckeever
True Wealth Advisors
ADDRESS: 50 Richmond St E Unit 119 Firm #2010, Oshawa, ON L1G 7C9, Canada
NUMBER: +1 647-277-4888
SERVICES: Estate Strategy, Financial Advisor, Financial Planning, Insurance Advice, Insurance And Investment Services, Investment Advice, Investment Properties, Investment Strategies, Retirement Savings, Tax Planning, Wealth Building
OFFICE HOURS
| Mon | 10:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 4:00 PM | |
| Wed | 10:00 AM – 4:00 PM | |
| Thu | 10:00 AM – 4:00 PM | |
| Fri | 10:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Seun was nothing short of amazing during my experience as a first time home buyer. She was attentive and ensured that we understood each step of the buying process ahead of time. He was able to provide anticipatory guidance, which proved to be highly beneficial, especially in this economic climate. Since working with Seun at true wealth advisors I have made several referrals to colleagues and friends Looking to purchase a home. – Yhanique Witter
REVIEW #2 – Seun’s support in my financial journey is remarkable. His kind and trustworthy nature immediately put me at ease. His straightforward approach and dedication to helping me reach my financial goals makes working with him feel reassuring. As a Christian, Seun’s values and principles shine through in his work, making him an exceptional choice for anyone seeking ethical and reliable financial guidance. – Omua Unuigbe
REVIEW #3 – I want to acknowledge my appreciation to Seun for his professional advise regarding a condo we own and Beneficial Ownership as it applies to a family member. He wrote a article available on line that addressed Legal Ownership Vs Beneficial Ownership and What”s The Difference And Why Is Important? Thank you Seun – Bob Drennan
REVIEW #4 – I have know Mr. Seun for over 20 years. He is my financial advisor, my family and I have worked with him from insurance and most recently to obtain a mortgage. Seun is very knowledgeable about the different services. He is patient and kind most importantly he goes above to to meet our needs. I highly recommend his services. – Shanda Williams
REVIEW #5 – We are so glad that we found Seun to help us refinance our mortgage. He was very helpful, and kept us updated regularly on the status of the application and process. He also responded to my calls and texts promptly. I highly recommend Seun, as he provided excellent services, and really cared about our situation. I would also go back to Seun for any future mortgages. Thank you, Seun! – Wil Col
Compass Wealth Partners
ADDRESS: 92 Albert St, Oshawa, ON L1H 4R2, Canada
NUMBER: +1 905-430-8099
SERVICES: Investment advising, Asset Allocation, Income Tax Planning, Insurance Policies, Investment Options, Investment Planning, Pension Plans, Registered Education Savings Plans, Registered Retirement Savings Plans, Retirement Income Plan, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Isaac, Daniela and the team at Compass Wealth partners are always welcoming, helpful and extremely knowledgeable. In such uncertain times, they are always there when you need them, always able to answer any questions. – Denise Zarowny
REVIEW #2 – The team at Compass Wealth Partners has helped us organize our finances and helped our growing family feel more secure about our future. Isaac and the team have great knowledge of the industry and are quick to respond and ensure we understand our investments. Thank you for all that you do! – Nikeba
REVIEW #3 – Beyond their knowledge of the industry, what has impressed me most about Compass Wealth Partners is their commitment to the community. Their vision of success goes well beyond their own doors. I look forward to continuing our strong working relationship and would highly recommend Compass Wealth Partners to others. – Samanatha Paterson
REVIEW #4 – 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. – Eric & Jeanette Smith
REVIEW #5 – I have entrusted Isaac (plus Steve) and his team with my family’s retirement and tax planning for close to 20 years, and looking back, it is one of the best financial decisions we have ever made.
From the very beginning, Isaac took the time to truly understand our goals, concerns, and long-term vision for our family. He never offered one-size-fits-all advice. Instead, he built a thoughtful, comprehensive strategy tailored specifically to our needs, and he has continued to refine that strategy as our lives and the market have evolved.
What sets Isaac apart is not just his deep knowledge of the markets, tax strategy, and long-term portfolio management — it’s the personal attention and care he brings to every interaction. He is proactive rather than reactive.
His understanding of our portfolio is exceptional. We always feel informed, prepared, and confident in the decisions being made.
It is rare to find an advisor who combines technical expertise, strategic thinking, integrity, and a true personal touch. Isaac does exactly that. I recommend him and his team without hesitation to anyone seeking thoughtful, long-term financial guidance and a trusted partner in planning for the future. – Chris Bland
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