Accounting Firm

Heisz Financial

Tax preparation, insurance and retirement planning for individuals and businesses in Perth and Bruce County, Ontario

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TrustList summary

Heisz Financial is a tax and financial planning practice run by Philip Heisz, serving Perth County, Bruce County and London in Ontario, Canada. It combines tax filing with insurance and savings products.

The practice states that its tax service includes collection and delivery of documents, and that Philip Heisz has joined a programme for advisers who counsel older clients on planning.

Services

Tax preparation and e-filing: personal and business returns.
Tax planning: strategies for income security and tax-efficient wealth.
Insurance: life, accident and sickness, disability, critical illness and group or individual health cover.
Investments: segregated funds, GICs, annuities, RRIF investments and tax-free savings accounts.
Retirement and estate planning: consultations on both.

Clients

The site describes its tax help as open to everyone, covering individuals as well as small businesses in southwestern Ontario.

Key facts

Based in: Perth and Bruce County area, Ontario, Canada
Experience: Ten years in practice, as stated on the site
Programme: Member of the Elder Planning Counselor programme

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

Heisz Financial is ranked on 3 TrustList rankings: #28 on 2 and #30 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Heisz Financial has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 3 rankings

#28of 235
Security
It is one of 15 here listing property and one of 17 here listing insurance.
Its profile: “- Tax planning: strategies for income security and tax-efficient wealth.”
Of the top 84 here, 57 also cover tax and 55 also cover accounting; 7 also work in California and 5 also work in York.
Behind Hale Financial, ahead of Hobbs Group Advisors.
#28of 17
Ontario
It is one of 4 here listing security and one of 37 here listing tax.
Its profile: “Heisz Financial is a tax and financial planning practice run by Philip Heisz, serving Perth County, Bruce County and London in Ontario, Canada.”
Of the 17 here, 10 also cover property and 9 also cover government; 8 also work in Toronto and 2 also work in Alberta.
Behind Connect Staffing, Inc, ahead of Aaqib Z. Shah Chartered Professional Accountant.
#30of 245
Insurance
It is one of 12 here listing security and one of 21 here listing property.
Its profile: “It combines tax filing with insurance and savings products.”
Of the top 81 here, 24 also cover legal and 16 also cover goals; 3 also work in Texas and 3 also work in Melbourne.
Behind JWD Accounting, ahead of One Accounting.