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  2. 156 Best Financial Consultants in Canada

156 Best Financial Consultants in Canada

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1

Finovo | Financial Planning

Welcome to Finovo, your trusted partner in financial planning and guidance. We specialize in providing comprehensive and personalized financial solutions to help individuals and couples achieve their financial goals with confidence and clarity. At Finovo, we understand that navigating the complexities of personal finance can be overwhelming. That's why our mission is to simpl more...

Pros & Cons
recommend (8)
helped me (2)
highly recommend ... (2)
great job (2)
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+15873333280
Open8:00 AM-5:00 PM
1800-330 5 Ave SW
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2

Forerunner Financial Coaching

Financial Confidence for a Life Well Lived Providing comprehensive financial planning and coaching services to adventurous families. more...

Pros & Cons
recommend (4)
highly recommend ... (4)
great experience ... (2)
addressed any qu ... (1)
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17802177014
Open8:00 AM-5:00 PM
4810 50th Ave Suite 122, Leduc, AB T9E 6X9, Canada
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3

Kamal Atwal - RESP Sales Representative - Knowledge First Financial

Knowledge First Financial is committed to supporting students. We offer flexible products that help families save money on education. This will ensure students have success in postsecondary and beyond. We are Canada's biggest RESP company, with over $7Billion in assets under our management*. Knowledge First's mission is to serve our students. Access to education is fund more...

Pros & Cons
recommend (12)
very professiona ... (8)
very knowledgeab ... (7)
very informative ... (5)
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+16047103616
Open9:00 AM - 6:00 PM
14360 64 Ave Unit 205, Surrey, BC V3W 1Z1, Canada
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4

Objective Financial Partners Inc.

Clients have net worths ranging between zero and several millions of dollars. The same goes for their income. For the most part, they live in Canada. If you aren't in Southern Ontario, we can work remotely by secure internet conference, email or telephone. Our clients are Canadians who want objective, impartial and complete financial, tax, and estate planning advice. They d more...

Pros & Cons
recommend (35)
highly recommend ... (25)
comprehensive (12)
recommended (8)
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+18556918471
Open9:00 AM - 5:00 PM
East Tower, 675 Cochrane Dr 6th Floor, Markham, ON L3R 0B8, Canada
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5

Vision Consultancy

Vision Consultancy provides a single-source solution to all of your Canada education and career needs. The most qualified, experienced and knowledgeable consultants in immigration provide expert advice. We are one of Canada's most trusted Immigration companies, having over nine years experience with Canada visa consulting. Our experts will assist you in all aspects of the v more...

Pros & Cons
highly recommend ... (20)
recommend (20)
very helpful (19)
very professiona ... (9)
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+19058720587
Open9:00 AM - 5:00 PM
90 Eastern Ave B5, Brampton, ON L6W 0B6, Canada
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6

Anupreet Malik - Sun Life Advisor

Sun Life is an entity that operates in many Territories across Canada. Waterloo is the Canadian headquarters. It's located on the territory of the Anishnaabeg and Haudenosaunee Confederacy, as well as the Mississaugas of Credit First Nations. Canada still holds many Indigenous, First Nations and Metis peoples living on Turtle Island today. This territory has given us the pri more...

Pros & Cons
recommend (40)
highly recommend ... (30)
very professiona ... (9)
recommended (6)
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+16475007399
Open8:30 AM - 5:30 PM
4 Robert Speck Pkwy Suite 1200, Mississauga, ON L4Z 1S1, Canada
7

McGuire Financial Group

We are glad to have you visit our website. It is crucial to know who and what you are dealing with when you seek financial solutions. Let us tell you a little bit about ourselves. McGuire Financial is a financial services company that has served individuals, families, businesses, and professionals since 2004. Our unique method of helping individuals find money they're curren more...

Pros & Cons
recommend (6)
highly recommend ... (4)
great job (3)
very informative ... (1)
over priced (1)
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+17804621289
Open9:00 AM - 5:00 PM
6030 88 St NW #210, Edmonton, AB T6E 6G4, Canada
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8

NWR Financial Group

We aim to improve the health and well-being of all our clients. Our goal is to improve the lives of people by bringing security and prosperity. We maximize asset gearing in all areas. Financial instruments that allow you to achieve more Profit from your wealth creation. This means you can reach your financial goals. Dreams on time, while eliminating any unforeseen risks along th more...

Pros & Cons
recommend (10)
highly recommend ... (4)
very professiona ... (4)
great service (2)
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+16475762221
Open9:30 AM - 5:30 PM
5685 McLaughlin Rd Suite B, Mississauga, ON L5R 3K5, Canada
9

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management

We are committed to offering opportunities for clients and customers throughout their financial lives. Every member of the team brings with them the experience, expertise, judgement, leadership, diversity of thought, and leadership necessary to help clients make informed decisions. It is simple. Our goal is to make life easier for those who do business together. Our clients are more...

Pros & Cons
recommend (10)
highly recommend ... (5)
great service (4)
very happy (2)
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+12042592859
Open8:30 AM - 4:00 PM
1010-201 Portage Ave, Winnipeg, MB R3B 3K6, Canada
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10

Beacon Hill Wealth Management

Our solutions are available for clients who have assets across the border. Our integrated solutions can help you simplify investments to reduce risk and minimize cross-border problems. Beacon Hill Wealth Management has a global team of wealth advisors. Our first priority is to understand your financial situation and then we will find solutions that simplify it. more...

Pros & Cons
recommend (20)
highly recommend ... (14)
very helpful (7)
very knowledgeab ... (3)
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+17784331314
Open8:00 AM - 4:00 PM
1133 Fort St, Victoria, BC V8V 3K9, Canada
11

Wellington-Altus Private Wealth - Rosedale Family Office

Rosedale Family Office, a multi-family family office has served families in Canada and the United States over the last 20 years. Our services include investment management, tax, and estate planning, business and succession planning, charitable giving, and many other customized services to meet your individual needs. A strong, supportive team is key to financial success. They wi more...

Pros & Cons
recommend (15)
highly recommend ... (11)
great experience ... (5)
very professiona ... (3)
waste your time (1)
go elsewhere (1)
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+16479523179
Open8:00 AM - 5:00 PM
10 Alcorn Ave Suite 300, Toronto, ON M4V 3A9, Canada
12

Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER

My skills and knowledge are well-suited to manage your personal finances as well as business. We are all very skilled at our jobs. While we are great at earning money, our ability to keep some of it is not the greatest. We would love someone to show us how to make it financially. You can trust me to work closely with you in order for you to achieve your financial goals. To under more...

Pros & Cons
recommend (17)
highly recommend ... (11)
very professiona ... (9)
very helpful (5)
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+16047157542
Open9:00 AM-5:00 PM
7565 132 St Unit 107, Surrey, BC V3W 1K5, Canada
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13

AWealth

Our clients are the number one priority at AWealth. We help clients reach their financial goals through understanding their lives, providing recommendations, and helping them navigate the maze of financial products to help them achieve these goals. This doesn't sound very simple, does it? It's complicated, we know that. That is why our company has shifted all of its focu more...

Pros & Cons
recommend (22)
highly recommend ... (14)
helped me (12)
accommodating (4)
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+14166667264
Open9:00 AM - 8:00 PM
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2, Canada
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14

Ferguson Financial Planning | CI Assante Wealth Management

Learn how we can help you with your financial goals, whether your goal is to raise your family or reach retirement. We offer complete solutions to help Canadians deal with their diverse financial needs. Our clients receive the best mix of solutions and services to achieve their goals. We offer a comprehensive, personalized approach to wealth management. This is supported by Assa more...

Pros & Cons
recommend (5)
highly recommend ... (4)
recommended (2)
very knowledgeab ... (2)
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+19052777933
Open9:00 AM - 5:00 PM
350 Burnhamthorpe Rd W Suite 218, Mississauga, ON L5B 3J1, Canada
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15

Orooj Financial & Insurance - Zahid Syed

Our goal is to simplify financial and insurance services. No matter where you are in your life, we offer the best products and services that will fit your requirements. We will work together to determine your financial goals and create a well-balanced financial plan. We aim to be a trusted advisor for our clients. Our guidance is based upon uncompromising integrity, world-class more...

Pros & Cons
recommend (5)
highly recommend ... (5)
very friendly (2)
excellent servic ... (1)
bad experience (1)
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+19056240008
Open9:30 AM - 5:00 PM
2275 Britannia Rd W #13, Mississauga, ON L5M 2G6, Canada
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16

Best Planners Inc.

It is essential to have a competent and experienced Financial Advisor and Insurance Advisor. An experienced financial planner can help with many forms of financial planning such as mutual funds, insurance and other types of investment planning. A trusted Financial Advisor can help you secure your financial future in Mississauga and Oakville, as well as Toronto. Jatinder Singh, more...

Pros & Cons
recommend (7)
highly recommend ... (4)
very experienced ... (2)
very knowledgeab ... (2)
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+14165232821
Open12:00 - 8:00 PM
195 Queen St E, Brampton, ON L6W 2B3, Canada
17

Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management's professional advisors can help you answer tough financial questions. We can help with everything from wealth management and estate planning, to retirement and retirement. Contact us to learn more about our financial services Halifax, Nova Scotia. Your financial planning is an important part of many areas of your life. You need to have th more...

Pros & Cons
recommend (10)
highly recommend ... (7)
very professiona ... (2)
recommended (2)
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+19024921119
Open8:30 AM-5:00 PM
1741 Lower Water St Suite 210, Halifax, NS B3J 0J2, Canada
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18

Merrick Financial Inc. - Fee Only Financial Planner

Merrick Financial Inc. provides a single source for comprehensive review, design, and implementation of your tax, financial, retirement, and estate plans. The CFP designation is our most well-recognized financial planning title in Canada. Certified Financial Planner (CFP), is the gold standard in financial planning. When creating a plan, we take into consideration your life and more...

Pros & Cons
recommend (12)
highly recommend ... (7)
very knowledgeab ... (4)
very professiona ... (3)
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+14168221702
ClosedNow
53 Coleridge Ave, Toronto, ON M4C 4H4, Canada
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19

Adam Schacter CFP, Financial and Investment Advisor

Adam Schacter works closely with clients to develop long-term financial plans. He also oversees portfolio design and tax efficiency. Adam is a Certified Financial Planner(r), Chartered Investor Manager(r), and Discretionary Asset Manager (r). The past thirteen years have been spent serving the families of business owners. Adam was an advisor at Manulife Securities for financ more...

Pros & Cons
recommend (8)
highly recommend ... (5)
comprehensive (2)
helped me (2)
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+16137280101
Open8:00 AM - 5:00 PM
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1, Canada
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20

Ideal Life Experience Ltd.

After 16 years of business experience, I saw a remarkable transformation in 2008. In order to live the life you desire, I realized it was crucial to align and integrate three areas: your deepest values, financial and non-financial goals, and your entire financial affairs. The challenge of breaking away from industry standards and following a client-centered process and methodolo more...

Pros & Cons
recommend (7)
highly recommend ... (3)
very helpful (2)
recommended (2)
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+14035437226
Open8:00 AM - 4:30 PM
2505 17 Ave SW #205, Calgary, AB T3E 7V3, Canada
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21

MRG Wealth Management

You can live the life that you desire. Our goal is to help Canadians reach their financial goals quicker and give retirees more income when they age. This is possible by developing smarter wealth strategies to help Canadians reach their financial goals quicker and ensure that retirees receive more income when they age so they can enjoy the lifestyle they desire. Portfolios that more...

Pros & Cons
recommend (7)
highly recommend ... (3)
helped me (3)
went the extra m ... (2)
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+14039994500
Open8:00 AM - 5:00 PM
421 7 Ave SW Suite 3000, Calgary, AB T2P 4K9, Canada
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22

Mason Leite Financial Planner, Martin Christopher Investments

Mason began working for Martin Christopher Investments during the summer 2020. Mason is an independent advisor and has established a strong and supportive team of tax and financial professionals. He is known for his honest, thorough and personal approach that produces both results and peace of mind for the small businesses and families he counsels. He was a natural talent that l more...

Pros & Cons
recommend (5)
helped me (2)
highly recommend ... (2)
quality service (1)
stay away (1)
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+15195698800
Open9:00 AM-5:00 PM
650 Riverbend Dr Suite A2, Kitchener, ON N2K 3S2, Canada
23

IG Wealth Management - ABID HASSAN

You live in a constantly evolving world. A plan and pro-active advisor can help you adapt to your changing needs. Our financial planning service, the IG Living Plan (tm), helps you to create a plan that can adapt and change with your life. Our mission? Our goal is to improve your financial health and make informed decisions that will allow you to take full advantage of all the more...

Pros & Cons
recommend (6)
highly recommend ... (5)
highly recommend ... (5)
recommended (5)
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+19024238294
ClosedNow
7001 Mumford Road, 200 Halifax Place, Halifax, NS B3L 4R3, Canada
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24

Cascade Financial Group Inc

"Cascade" - The process by which something...is successively passed along. Cascade Financial Group Inc's name derives from the wealth we provide to our clients. It is a way of passing wealth to our family and business partners, as well as to ourselves for retirement. Another meaning of "Cascade", however, is also available. After many years of serving cl more...

Pros & Cons
recommend (7)
highly recommend ... (6)
very knowledgeab ... (2)
very helpful (1)
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+12048371161
Open9:00 AM - 4:30 PM
1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada
25

Buxton Financial

Retirement income planning should be tailored to your individual circumstances and not based on general assumptions. A Retirement Income Specialist can help you to make informed decisions and have the freedom of choice. Your Retirement Income Specialist will work directly with you as the client in fee-only financial planning. Your unique retirement income planning needs will be more...

Pros & Cons
recommend (11)
highly recommend ... (7)
helped me (4)
very detailed (2)
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+14166284502
Open8:30 AM - 6:00 PM
150 King St W #232, Toronto, ON M5H 1J9, Canada
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26

MD Financial Management Head Office

MD Financial Services is an exclusive financial service firm that caters to the needs of doctors and their families. We are committed to helping Canadian physicians reach their financial goals, at all stages of their careers: from their first day in medical school through their practice and retirement. The Canadian Medical Association (CMA), 60 years ago realized that Canada' more...

Pros & Cons
nice place (1)
unprofessional (1)
not worth (1)
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+16137314552
Open8:30 AM - 4:30 PM
1870 Alta Vista Dr, Ottawa, ON K1G 6R7, Canada
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27

Griffith & Associates Financial & Estate Planning Services Ltd.

Griffith & Associates Estate & Financial Planning Services Ltd. (Griffith & Associates), has been serving the needs of Calgary families and businesses for 14 years. Our team includes professionals who have financial expertise, the financial acumen and deep understanding of personal and corporate planning. This allows clients to benefit from efficient and effective fi more...

Pros & Cons
recommend (4)
very impressed (2)
strongly recomme ... (1)
extremely knowle ... (1)
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+14032707767
Open8:30 AM - 4:30 PM
1918 Kensington Rd NW Unit 350, Calgary, AB T2N 3R5, Canada
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28

Better Financial

Better Financial Strategy Since 1997. Tax, estate, education and retirement planning. Insurance and portfolio analysis. Registered Retirement Savings Plan. Budgeting. Pension. Individual Retirement Income Planning. Education Funds & Group Saves. Investment Planning. Mortgage service. Life, home, auto, and commercial insurance. Income tax preparation. They offer all services more...

Pros & Cons
recommend (7)
helped me (2)
very professiona ... (2)
very helpful (2)
unprofessional (1)
terrible (1)
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+15194381889
Open9:00 AM - 5:30 PM
339 Wellington Rd Suite 230, London, ON N6C 5Z9, Canada
29

Up Financial Inc.

Ex-major financial advisors were the founders of our firm. They believe that objective, transparent and personalized advice is important. We work closely with clients to create effective strategies that help them achieve their short- and long-term goals. Your needs will always be taken into consideration with a fiduciary standard. Our fee-based advisory structure ensures that we more...

Pros & Cons
recommend (4)
highly recommend ... (1)
can't say enough ... (1)
great experience ... (1)
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+15873164070
Open8:00 AM - 6:00 PM
700 2 St SW 19th Floor, Calgary, AB T2P 0E4, Canada
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30

WESTGROUP FINANCIAL MANAGEMENT INC

By implementing insurance and investment strategies to reduce tax exposure and create wealth, we help families, individuals and corporations to develop a holistic financial plan. Westgroup Financial offers full-service Estate Planning and Retirement Planning. We also offer Wealth Protection and Investments such as RRSPs, RESPs, TFSAs, Guaranteed Income Funds and segregated funds more...

Pros & Cons
recommend (8)
highly recommend ... (5)
very professiona ... (4)
helped me (3)
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+16045889688
Open9:30 AM-5:30 PM
2411 160 St Suite #210, Surrey, BC V3Z 0C8, Canada
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Best 10 financial consultant list assembly and recognition by TrustAnalytica for is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

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Rankings are frequently updated to reflect the latest reviews from trusted sources.

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TrustAnalytica's procedure for listing financial consultant companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 financial consultant category.

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