Skip to directory
A local guide from Daily DurhamDurham Region, Ontario
Daily DurhamDirectory

THE DAILY DURHAM LOCAL GUIDE

Find your local.

Explore finance & insurance across Durham Region.

Browse Finance & Insurance

Clear Filters

28 listings · page 2 of 3

AI-generated illustration of an insurance advisor's desk with a folded umbrella, car and house keys, stacked policy folders and a potted plant
Insurance Brokers

BrokerLink – Pickering (Kingston Road Branch)

BrokerLink's Pickering – Kingston Road branch is at 1099 Kingston Road, Unit 234, Pickering. The branch's expert insurance advisors provide personal and business insurance with quick, reliable service. Coverage lines available through the branch include car, home, RV, tenant, condo, motorcycle and boat insurance. Customers can also manage their information, payments and claims through the self-serve BrokerLink Connect portal. Published office hours: Monday to Friday 8:30 a.m. to 5:00 p.m.; closed Saturday and Sunday and on statutory holidays.

PickeringView Profile
Insurance Brokers

BrokerUnion Insurance Inc.

BrokerUnion Insurance Inc. is an independent, RIBO-licensed insurance brokerage whose head office is at 1400 Bayly Street, Unit 7, Pickering. The Pickering team serves clients across Pickering, Ajax, Whitby and Durham Region, pairing each client with a dedicated licensed broker rather than a call centre. Products include auto, home, condo, tenant and rental property insurance; business coverage (commercial general liability, professional liability, cyber, commercial property and group benefits); and life and travel insurance. Brokers compare rates across 50+ Canadian carriers, and a live online quote for auto, home, condo or tenant insurance is available in under five minutes with no broker fee. The brokerage is an IBAO member, operates six Ontario offices, offers service in 25+ languages, and its brokers stay involved at renewal and claim time. Published hours: Monday to Friday 9:00 a.m. to 6:00 p.m.; after-hours claims help is available through the carriers.

PickeringView Profile
AI-generated illustration of cloud accounting with a laptop and financial icons
Bookkeeping

C.Live Accounting Services

C.Live Accounting Services (CLAZ Accounting) is a Pickering accounting firm offering CPA-led bookkeeping, tax planning, CFO services and business consulting for corporations, business owners and individuals. It works on a fixed-fee, cloud-based model and lists industry experience in construction, healthcare, real estate and manufacturing. The office at Unit 17, 1550 Bayly Street in Pickering is open Monday to Friday, 9:00am to 5:00pm, as published on the firm's official site.

PickeringView Profile
AI-generated illustration of wealth management with a briefcase and rising chart
Financial Planners

CIBC Wood Gundy – Pickering

CIBC Wood Gundy's Pickering branch at Unit 3, 1154 Kingston Road provides comprehensive and integrated wealth management solutions for affluent families, business owners and entrepreneurs. Its Investment Advisors build wealth strategies covering every area of a client's financial situation, working with CIBC partners across private banking, estate planning, insurance and trust.

PickeringView Profile
AI-generated illustration of personal financial advising with a savings chart, house model and piggy bank
Financial Planners

Edward Jones – Derrick Marcelino

Edward Jones financial advisor Derrick Marcelino operates from Suite 250, 1099 Kingston Road in Pickering. The practice's focus areas include wealth strategies, intergenerational planning, business-owner considerations, retirement savings and income strategies, and education savings strategies. Hours published on the official advisor page: Monday to Thursday 9:00am-5:00pm, Friday 9:00am-4:00pm, and Saturday-Sunday by appointment, with evenings, weekends and web conferencing available.

PickeringView Profile
AI-generated illustration of in-person tax help with a tax folder passed across a desk
Tax Preparation

H&R Block

H&R Block's Pickering office at Unit 11, 1360 Kingston Road offers in-person tax preparation: clients can sit down with a Tax Expert or drop off their paperwork. The office handles personal, small business, corporate, rental, U.S., farm and estate tax returns, with year-round support. Hours published on the official store page: Wednesday 1:00pm-6:00pm and Saturday 11:00am-3:00pm.

PickeringView Profile
AI-generated illustration of accounting for families and small businesses with a house outline and briefcase
Tax Preparation

Hashmi Accounting & Tax Services

Hashmi Accounting & Tax Services is a Pickering accounting and tax practice at 1887 Liatris Drive (near Brock Road and Rossland Road). It serves individuals, businesses and small-to-medium corporations with personal, business and corporate income taxes, GST/HST, payroll and WSIB remittance, bookkeeping, and QuickBooks setup and training; bookkeeping services date back to 2008. Hours published on the official site: Monday to Friday, 9:00am to 6:30pm.

PickeringView Profile
Portrait of Lez Gomez, licensed mortgage agent, in a grey blazer pointing toward the viewer
Mortgage Brokers

Lez Gomez Mortgages

Lez Gomez Mortgages is the Pickering mortgage practice of licensed mortgage agent Lez Gomez, based at 1315 Pickering Parkway, Suite 300, Pickering. With more than 15 years of experience and access to over 50 lenders, the practice provides personalized mortgage solutions rather than one-size-fits-all products: clients work directly with Lez from pre-approval through closing. Services cover first-time buyer mortgage solutions, private mortgages, self-employed borrower mortgages, debt consolidation, refinancing and commercial loans. The practice reports more than 1,000 completed deals and a 5.0 Google rating, and operates under licensed mortgage brokerage licence #12699. Published hours: Monday to Friday 9:00 a.m. to 6:00 p.m., Saturday 10:00 a.m. to 2:00 p.m.

PickeringView Profile
AI-generated illustration of tax season readiness with a calendar and tax documents
Tax Preparation

Liberty Tax

Liberty Tax's Pickering office at 1970 Brock Road provides in-person tax preparation from trained tax professionals, offering personal and corporate tax services with online appointment booking. Hours published on the official office page: Monday 2:00pm-4:00pm and Thursday 11:00am-3:00pm.

PickeringView Profile
AI-generated illustration of independent financial planning with a compass and financial documents
Financial Planners

Matheis Financial Group

Matheis Financial Group is an independent financial services firm at Suite 150, 1101 Kingston Road in Pickering, celebrating 40 years of business according to its official site. Its three service lines are Personal Financial Services, Human Resource Solutions, and Group Health and Pension Benefits, and its team includes Certified Financial Planners.

PickeringView Profile
AI-generated illustration of a friendly neighbourhood credit union branch interior with a curved service counter, brass lamp, wall clock, plants and an ATM alcove
Banks & Credit Unions

Meridian Credit Union – Pickering Branch

Meridian Credit Union's Pickering branch is at 1550 Kingston Rd, Unit 25, Pickering. As a credit union, Meridian offers products and services similar to a big bank with a more personal touch; the Pickering team includes mobile mortgage specialists, a senior financial planner, an investment specialist and a senior small business advisor. The branch has an on-site ATM and offers appointment booking for in-person advice. Published branch hours: Monday to Wednesday 9:30 a.m. to 5:00 p.m., Thursday 9:30 a.m. to 7:00 p.m., Friday 9:30 a.m. to 5:00 p.m., Saturday 9:30 a.m. to 3:00 p.m., Sunday closed (holiday hours may vary).

PickeringView Profile

FOR LOCAL BUSINESS OWNERS

Your next customer could be a neighbour.

Email your business details to our team for a directory listing.

Add Your Business