Toronto, ON

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Toronto, ON
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Best Financial Advisors in Toronto, ON

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Toronto area.

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Steve Welker and Company

Steve Welker and Company

(49)
  • Mind
  • Team
  • Meeting
“It's been more than year since I contacted them for the first time and I was really surprised how fast and professionally they solved my problem with credit cards.”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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Merrick Financial

Merrick Financial

(49)
Retirement Planning, Investment Analysis, Ongoing Support
“Chris tailored a plan for me regarding how to make the best use of my money considering real estate/ stock investment allocation and how to minimize tax.”
53 Coleridge Ave, Toronto, ON M4C 4H4
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Mustafai Immigration

Mustafai Immigration

(49)
Citizenship Application, Temporary Resident Visa, Extension of Status
“As it was the first time that I was applying for their visas, I decided to proceed with the help of someone who is well-experienced, professional and has an excellent success rate.”
1+ Years Experience
3464 Kingston Rd Suite #208A, Toronto, ON M1M 1R5
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Filing Taxes | Accountant Toronto

Filing Taxes | Accountant Toronto

(41)
Financial Statements, Business Accounting Services, Not For Profit Taxes
“Filing Taxes has been doing my personal and business taxes and e-filing for 4 years and I am very happy with the service, the quick turnaround and their prices.”
Free Initial Consultation
Remote Consultations Available
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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Fortax

Fortax

(49)
  • Business
  • Questions
  • Accounting
“As a new immigrant, tax reporting is crucial to building a good record, thanks to the Fortax team I feel confident that my taxes are in order according to the law.”
Free Initial Consultation
2 St Clair Ave W 18th Floor, Toronto, ON M4V 1L5
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Flatiron Wealth Management

Flatiron Wealth Management

(50)
  • Advice
  • Understand
  • Business
“We have been working with Andrew for over 10 years and really appreciate the attention to detail that he and Jeff provide on both an on-going basis and during our annual reviews.”
In Business Since 2021
49 Wellington St E #400, Toronto, ON M5E 1C9
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Novel Wealth

Novel Wealth

(50)
  • Confidence
  • Tax
  • Communication
“We've been able to work with Jeff and his team at Novel Wealth to leverage several instruments at their disposal to develop a sound portfolio of investments, file taxes and plan for our future as a growing family.”
In Business Since 2023
25 Morrow Ave Suite 202, Toronto, ON M6R 2H9
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Calum Ross - the Mortgage Management Group

Calum Ross - the Mortgage Management Group

(46)
  • Portfolio
  • Professional
  • Rate
“Calum Ross is one of the most intelligent people I know, but with a talent for explaining financial complexities in such a way that the ordinary person can understand.”
Offers Financing Options
In Business Since 2004
3280 Bloor St W Suite 1202, Toronto, ON M8X 2X3
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Legacy Financial

Legacy Financial

(44)
  • Understanding
  • Family
  • Financial Planning
“I have only recently started working with Trevor in the past year, however he has been extremely helpful and very patient with my questions regarding my financial situation.”
PLANNER Certified
Free Initial Consultation
In Business Since 2014
287 Port Union Rd, Toronto, ON M1C 2L3
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Morataya Corp.

Morataya Corp.

(50)
  • Mario
  • Debts
  • Feel
“I can only say about the Morataya Team that they are excellent people, from the first moment I contacted them, I saw their willingness to help me and from that first day, they showed me another view of my financial situation and restored my peace of ...”
Free Initial Consultation
3200 Dufferin St Suite #307, Toronto, ON M6A 3B2
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Empireone Credit Solutions

Empireone Credit Solutions

(49)
  • Worries
  • Stress
  • Patience
“I refer clients to her all the time, she is very professional and empathic, helping those that are in debt and need to see the light at the end of the tunnel.”
Free Initial Consultation
In Business Since 2021
250 Consumers Rd Suite 810, Toronto, ON M2J 4V6
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Finance Professionals

Finance Professionals

(49)
  • Job Search
  • Role
  • Recruiters
“It is extremely commendable and worthy of note that every member of the team I spoke with through my journey under them, was very pleasant and encouraging all the way from the beginning till the end.”
161 Bay St., Toronto, ON M5J 2S1
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Buxton Financial For Retirement

Buxton Financial For Retirement

(34)
  • Knowledge
  • Fee
  • Life
“She worked through all of my financial fears, and showed me how I could achieve my retirement and estate planning goals while still enjoying travel and all things that are important to me along the way.”
CFP Certified
150 King St W #232, Toronto, ON M5H 1J9
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King Street Wealth

King Street Wealth

(11)
“Anthony and his team are incredibly organized and super helpful over the last few years, we can not wait to work with them for many more years to come!”
In Business Since 2023
130 Spadina Ave. Suite 408, Toronto, ON M5V 2L4
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Good Investing

Good Investing

(30)
  • Options
  • Socially Responsible Investing
  • Ethical
“We started with basic knowledge of investing and Tim taught us so much to give us confidence to start managing our own investments in a way that was completely aligned with our beliefs and values for sustainability.”
In Business Since 1999
720 Bathurst St Suite 203, Toronto, ON M5R 2S4
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Dodick Landau

Dodick Landau

(5)
Stakeholder Advisory, Executor/Trustee For Hire, Formal Insolvency Proceedings
“At the same time I felt that I had no alternative but to agree to being the executor as leaving the jumble to a professional agency with no connection to the deceased and his family risked being a disaster for everyone.”
Emergency Services
951 Wilson Ave Suite 15L, Toronto, ON M3K 2A7
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Fuller Financial Solutions - Head Office

Fuller Financial Solutions - Head Office

(14)
  • Team
  • Patient
  • Sleep
“It has taken very little effort, money and time-3 days to be exact, and after speaking via video chat and signing online, I'm in my way to being debt free!”
Licensed
Free Initial Consultation
In Business Since 2018
151 Bloor St W Suite 1110, Toronto, ON M5S 2C7
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Eva Sachs Divorce Financial Consulting

Eva Sachs Divorce Financial Consulting

(14)
  • Individuals
  • Expertise
  • Fair
“Not only is she an experienced professional, she always goes the extra mile to make sure her clients understand everything in a very difficult and confusing time for most.”
Transparent Fees & Pricing
In Business Since 2008
58 Princess Margaret Blvd, Toronto, ON M9A 2A1
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Stephen Aubert, Chartered Professional Accountant, CA

Stephen Aubert, Chartered Professional Accountant, CA

(16)
  • Financial
  • Bookkeeping
  • Questions
“Then I came to realize you have so much more to offer - your diverse experience and knowledge beyond Accounting, your connections to experts in and outside of the industry, and your own personal journey going from corporate to owning your business.”
30 Kimbolton Ct, Toronto, ON M1C 3G2
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John Lysack Wealth Management

John Lysack Wealth Management

(16)
  • Insurance
  • Financial Advisor
  • Goals
“My partner and I had 3 cascading life insurance policies with BMO and were looking to renew them, hoping to streamline our overall package of insurance and potentially save on premiums.”
325 Front St W 2nd Floor, Toronto, ON M5V 2Y1
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Master Accountants

Master Accountants

(2)
Small Businesses, Other Services, Self Employed Individuals
“Knowledge - 5 stars; Professionalism - 5 stars; Reliability - 5 stars; Punctuality - 5 stars.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2007
6 Adelaide St E Suite 310, Toronto, ON M5C 1H6
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Francinedick-Certified Financial Planner

Francinedick-Certified Financial Planner

(13)
  • Planning
  • Insurance
  • Management
“She also went above and beyond to find the best rates and evaluate many different providers, which was something I especially appreciated as my life insurance needs were a bit more complicated.”
25 Wright Ave, Toronto, ON M6R 1K9
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Standard & Poor's

Standard & Poor's

(1)
Rating Evaluation Service (Res), Credit Estimates, Second Party Opinions
“Approvals!”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1998
130 King St W suite 1100, Toronto, ON M5X 1K6
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Castlemark Wealth Management

Castlemark Wealth Management

(1)
“They have safely and delicately guided us in planning our savings strategy for our daughters' education, retirement and goal setting.”
CFP Certified
Family Business
Transparent Fees & Pricing
Offers Financing Options
251 Consumers Rd #801, Toronto, ON M2J 1W8
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$903
Maximum cost
$7673
National Average
$2709
Avg Per Hour Rates
$272
$1806
$4965
Average price range is based on 864 cost profiles
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National Average $2709
Minimum cost $903
Maximum cost $7673
Avg Per Hour Rates $272

Average price range $1806 to $4965 is based on 864 cost profiles.

Why these companies made our list

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