Best Financial Advisors in Toronto, ON

Handpicked from 44 vetted & reviewed Financial Planning & Wealth Management firms in the Toronto area, explore the top 5 leaders in their field among the selected group of 24 finalists.

Francinedick-Certified Financial Planner

Francinedick-Certified Financial Planner

(12)
  • Planning
  • Management
  • Retirement
“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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Steve Welker and Company

Steve Welker and Company

(50)
  • 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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Filing Taxes

Filing Taxes

(42)
Financial Statements, Business Accounting Services, Not For Profit Taxes
“Salman Is very professional person who knows how to do work and take care of individual and corporate taxes I will recommend him for all ur taxes needs.”
Free Initial Consultation
Remote Consultations Available
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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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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Fortax

Fortax

(49)
  • Business
  • Questions
  • Expertise
“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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Mustafai Immigration

Mustafai Immigration

(49)
Citizenship Application, Temporary Resident Visa, Extension of Status
“First and foremost, I want to extend my HEARTFELT gratitude to Bushra for the hope and confidence she provided me, even when I had lost hope of my father's visa being approved.”
1+ Years Experience
3464 Kingston Rd Suite #208A, Toronto, ON M1M 1R5
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Flatiron Wealth Management

Flatiron Wealth Management

(50)
  • Advice
  • Understand
  • Family
“Andrew and Jeff have been immensely helpful as trusted advisors, guiding and supporting our family with a holistic approach to financial planning, as we navigate a new chapter.”
In Business Since 2021
49 Wellington St E #400, Toronto, ON M5E 1C9
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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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Novel Wealth

Novel Wealth

(50)
  • To Work
  • Managing
  • Portfolio
“Trust is not always a given when it comes to who manages your money, but Jeff Carter and team have earned ours and we are grateful for their expertise and guidance.”
In Business Since 2023
25 Morrow Ave Suite 202, Toronto, ON M6R 2H9
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Morataya Corp.

Morataya Corp.

(50)
  • Understanding
  • Debts
  • Questions
“I contacted them and did everything online over the fon helped me with fixing my debt and they're very professional I highly recommend them if you're struggling with debt.”
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
250 Consumers Rd Suite 810, Toronto, ON M2J 4V6
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Legacy Financial

Legacy Financial

(38)
  • Patient
  • Questions
  • Resources
“I had zero financial literacy when I met Trevor and it can always be very overwhelming when you have no idea how to set yourself up for financial sustainability and freedom.”
Free Initial Consultation
PLANNER Certified
287 Port Union Rd, Toronto, ON M1C 2L3
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Finance Professionals

Finance Professionals

(49)
  • Job Search
  • Role
  • Recruiters
“You've made a lasting, positive impact on my life, and I wholeheartedly recommend your services to anyone in need of exceptional job placement support.”
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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G6 Consulting

G6 Consulting

(7)
Services – Sred Audit Defence, Sr&ed Services – Consulting
“Greg provided one-on-one consultation time explaining the ins and outs of the SRED program and required minimum help from us to draft our SRED documents.”
Emergency Services
Free Initial Consultation
12+ Years Experience
33 Haliburton Ave, Toronto, ON M9B 4Y5
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Dodick Landau

Dodick Landau

(5)
Debt Consolidation, Corporate Practice, Credit Counselling
“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.”
Free Initial Consultation
Emergency Services
951 Wilson Ave Suite 15L, Toronto, ON M3K 2A7
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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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Jamie Madigan, CFP

Jamie Madigan, CFP

(7)
  • Life
  • Insurance
  • Financial Planner
“What followed was almost two months of emails, texts and video calls wherein he answered every single inquiry I could possible come up with (some more than once).”
Transparent Fees & Pricing
Emergency Services
330 University Ave Suite 110, Toronto, ON M5G 1R8
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Good Investing

Good Investing

(28)
  • Coaching
  • Learn
  • Decision
“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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Eva Sachs Divorce Financial Consulting

Eva Sachs Divorce Financial Consulting

(14)
  • Collaboration
  • Expertise
  • Law
“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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John Lysack Wealth Management

John Lysack Wealth Management

(16)
  • 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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Fuller Financial Solutions - Head Office

Fuller Financial Solutions - Head Office

(12)
  • Team
  • Debt
“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!”
Free Initial Consultation
Licensed
151 Bloor St W Suite 1110, Toronto, ON M5S 2C7
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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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Standard & Poor's

Standard & Poor's

(1)
Ratings Evaluation Service (Res), Cyber Risk Solutions, 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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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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