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78 Best Financial Consultants in Ontario

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1

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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2

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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3

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
4

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
5

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
6

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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7

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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8

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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9

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
10

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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11

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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12

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
13

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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14

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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15

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
16

Forest Financial Planning

Alex is a fee-only financial advisor with more than ten years of experience and education in finance. He has assisted over 100 people across the nation with their financial planning requirements. Alex has a solid financial background and communicates clearly his evidence-based advice to ensure that clients are equipped with the knowledge and tools they need to act and realize th more...

Pros & Cons
recommend (5)
highly recommend ... (4)
comprehensive (3)
helped me (2)
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+16136637991
Open8:00 AM - 6:00 PM
115 Bank St Suite 23B, Ottawa, ON K1P 5N5, Canada
17

Manulife Securities | Gianluca Folino

We can help you build wealth and save for retirement. Gianluca of Manulife Securities Incorporated can transfer or open any RRSP, TFSA investment account, savings account, In-Trust corporate, and other accounts. Our advisory allows us to choose any investment product, fund, or securities that you wish. We can use any product, not just our home products like the banks. We have th more...

Pros & Cons
recommend (5)
highly recommend ... (3)
extremely helpfu ... (2)
very comfortable ... (2)
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+19058969060
Open9:00 AM - 6:30 PM
3 Robert Speck Pkwy Suite 200, Mississauga, ON L4Z 2G5, Canada
18

Astrolabe Financial Group Inc.

Our clients are able to trust us with sound financial advice and we strive to improve their financial literacy. Astrolabe Financial Group is proud to celebrate its anniversary every Financial Literacy Month. Consultations with advisors will continue to be focused on education. This is true regardless of whether you are meeting for the first time or the tenth. Our goal is to prov more...

Pros & Cons
recommend (9)
highly recommend ... (4)
very knowledgeab ... (3)
greatly apprecia ... (2)
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+16132216061
Open9:00 AM - 5:00 PM
1775 Courtwood Crescent, Ottawa, ON K2C 3J2, Canada
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19

TruFinancial Consultants

TruFinancial Consultants work with small businesses and families to help them manage their finances, credit, and cashflow. You can get customized solutions based on your specific needs and circumstances. more...

Pros & Cons
recommend (4)
highly recommend ... (3)
helped me (2)
continue to use (2)
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+14169933442
Open9:00 AM - 6:30 PM
2833 16th Ave, Markham, ON L3R 0P8, Canada
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20

Wyse Financial Solutions Inc

We are professional financial advisors and strive to help every client achieve their financial goals. We have the resources and experience to help you achieve your financial goals, whether it's to protect your loved ones or save money for retirement. more...

Pros & Cons
recommend (3)
very personable (1)
very helpful (1)
very comfortable ... (1)
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+19056045572
Open10:00 AM - 5:00 PM
1 Valleywood Dr Suite 300, Markham, ON L3R 5L9, Canada
21

Stiller Financial

Stiller Financial is, wealth management and financial advisory firm located in London Ontario. Our unique approach to wealth management gives you the confidence that your future is secure. A financial advisor can help you have confidence and plan for the future. Confidence in your plan will help your investments achieve greater returns, which can lead to you retiring early and more...

Pros & Cons
recommend (3)
strongly recomme ... (1)
comprehensive (1)
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+18883428432
Open8:00 AM - 4:00 PM
380 Wellington St #6, London, ON N6A 5B5, Canada
22

Howlett Financial Partners

Howlett Financial Partners is a non-profit cooperative that promotes collaboration between a diverse group of Financial Professionals. We are changing the way that tax planning, retirement, and investment planning is done together. We aim to offer a holistic approach to financial planning that is aligned with the individual's goals. HFP puts forth a concerted effort in ord more...

Pros & Cons
recommend (4)
highly recommend ... (2)
incredibly knowl ... (2)
super impressed (1)
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+12267928372
Open10:00 AM-8:00 PM
51 Breithaupt St Unit 100, Kitchener, ON N2H 5G5, Canada
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23

Gary Corriveau, CFP

We take a client-centric approach in planning to make sure that it is tailored to clients' goals. This includes taking into account their lifestyle and objectives. Gary brings a wealth of experience to the financial industry, working closely with clients and helping them achieve their financial goals. Gary is known for his integrity and transparent work ethic and dedication more...

Pros & Cons
recommend (4)
highly recommend ... (1)
very happy (1)
happy with the r ... (1)
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+15196689739
Open9:00 AM - 7:00 PM
1785 Wonderland Rd N, London, ON N6G 5C2, Canada
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24

Buss Financial Group

Buss Financial Group believes that every person deserves a single plan. Everyone. All people, including students, parents, employees, entrepreneurs, and business owners. We believe that financial planning is the foundation of all we do. We are Certified Financial Planners, with more than 35 years of experience. To stay on top of the industry's trends and developments require more...

Pros & Cons
recommend (3)
highly recommend ... (3)
helped me (1)
very impressed (1)
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+15196726060
Open8:30 AM - 4:30 PM
100 Wellington St #101, London, ON N6B 2K6, Canada
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25

Zoho Financial

We are a Financial Service Brokerage and Advisory company that helps families, high-net-worth individuals, and business owners to plan and secure their financial futures. All life, travel and health insurance products are available to us. We also have the license to sell and advise clients on investment funds. We are partners in Zoho Financial with Desjardins Financial Security more...

Pros & Cons
recommend (3)
very professiona ... (2)
very knowledgeab ... (2)
professional and ... (1)
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+18889646123
Open9:30 AM - 5:30 PM
880 Lady Ellen Pl Unit #200, Ottawa, ON K1Z 5L9, Canada
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26

Fair Advice Financial Inc.

We believe that financial advice must manage risk and help clients achieve their goals. We provide impartial financial advice that is customized to every client. Our financial services and advice are tailored for each client based on carefully considered goals. We are motivated and happy to help clients achieve their financial goals. more...

Pros & Cons
very helpful (2)
very polite (1)
explain in detai ... (1)
amazing service (1)
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+19054517900
Open9:30 AM - 5:30 PM
7900 Hurontario St #308, Brampton, ON L6Y 0P6, Canada
27

Canada Life Regional Office (Formerly Freedom 55 Financial)

Canada Life is focused on the well-being and financial security of Canadians. We are dedicated to serving our customers first, whether we're handling claims or growing the retirement savings and investments of clients, offering workplace mental health support for employers, helping communities grow stronger, and investing in community projects. This trust comes from the hard more...

Pros & Cons
great place (1)
extremely profes ... (1)
recommend (1)
highly recommend ... (1)
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+19052761177
Open8:30 AM - 4:30 PM
1 City Centre Dr 10th floor, Mississauga, ON L5B 1M2, Canada
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28

Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life

We will help you find the right strategy for your goals, whether they are long-term or short-term. Together, we will work to help you understand your goals and prepare for unexpected events. With a variety of options, we can assist you in meeting your financial needs. We can assist you in achieving financial stability for your entire life, from a simple budget up to complicat more...

Pros & Cons
recommend (2)
highly recommend ... (2)
very knowledgeab ... (1)
recommended (1)
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+12266473388
Open9:00 AM-5:00 PM
178 Victoria St S, Kitchener, ON N2G 2B9, Canada
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29

Edward Jones - Financial Advisor: Leanne Beattie

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. We are always there for you. Our focus is on helping individuals in their local neighborhood offices across Canada. We are a privatel more...

Pros & Cons
recommend (4)
extremely profes ... (2)
highly recommend ... (2)
absolutely amazi ... (1)
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+15196528717
Open9:00 AM - 4:30 PM
2386 Main St, London, ON N6P 1A7, Canada
30

CSR Wealth Management

Frank’s clients seek a reliable financial advisor who can help organize their finances and plan for retirement in the best way to benefit their families. Many people have already invested but need more help. Others are seeking a second opinion. Frank Gasper, the financial advisor and owner of CSR Wealth Management has over 25 years' experience in helping others. His service more...

Pros & Cons
recommend (3)
highly recommend ... (2)
very knowledgeab ... (1)
recommended (1)
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+19057928112
Open8:00 AM - 8:00 PM
17 Jerome Crescent, Brampton, ON L6S 2G9, Canada
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Our Methodology

Best 10 financial consultant list assembly and recognition by TrustAnalytica for Ontario is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

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

The Process

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.

1

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2

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3

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