Best Financial Advisors in Ajax, ON

Handpicked from 42 vetted & reviewed Financial Planning & Wealth Management firms in the Ajax area, explore the top 5 leading options among the selected group of 24 finalists.

Durham Asset Management

Durham Asset Management

(1)
“Gives you the best and consistent returns on your investment.”
Free Initial Consultation
110 Ritchie Ave, Ajax, ON L1S 7G5
i
Anna Armata - Chartered Professional Accountant

Anna Armata - Chartered Professional Accountant

(15)
  • Work
“Not only did Anna finish my taxes in a timely manner, but she informed me of everything that my previous accountant did wrong and helped me resolve them by explaining to me with what I should do to avoid those mistakes in the future.”
Free Initial Consultation
In Business Since 2012
39 Napiermews Dr, Ajax, ON L1T 0C9
i
GTP TAX Services Inc.

GTP TAX Services Inc.

(22)
Business Registration, Corporate Tax, Small Business Tax
“As a small business owner, tax time can be very stressful- but Glenn and his team does a tremendous job of ensuring that you are taken care of with the highest level of service.”
In Business Since 2011
73 Old Kingston Rd, Ajax, ON L1T 3A6
i
The Genesis Group

The Genesis Group

(21)
  • Refinancing
  • Questions
  • Financial
“Genesis Group exceeded my expectations, I worked with Kirk and Carmelinda I was very hesitant and nervous with this process, but they really look out for my best interest above all.”
Coupons & Offers
Offers Financing Options
Transparent Fees & Pricing
Westney Road South, Ajax, ON, L1S 6W7
i
A la Carte Financial

A la Carte Financial

(18)
  • Life
  • Financial Plan
  • Budget
“If you need a budget put in place, someone to review your finances and current budget, or someone to check in and hold you accountable, I'd highly recommend her services.”
230 Westney Rd S unit#305, Ajax, ON L1S 7J5
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.4 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
Retirement

Retirement

(6)
  • Team
“As someone who loves investing but doesn't have a ton of time to stay on top of every news article, they've always been available to answer my questions and provide support.”
In Business Since 2019
230 Westney Rd S Suite 305, Ajax, ON L1S 7J5
i
Tailored Finance

Tailored Finance

(1)
Equity Takeout, Second Mortgage, First Mortgage
“They are very friendly and knowledgeable !”
In Business Since 2015
15 Harwood Ave S #204, Ajax, ON L1S 2B9
i
Forvan Financial Firm

Forvan Financial Firm

(4)
“Just want to let you know that Forvan Financial Firm offers the best services you can ever imagine.”
In Business Since 2011
157 Harwood Ave N #211, Ajax, ON L1Z 0B6
i
Ardagh Financial

Ardagh Financial

“Financial success methodologies have evolved over the past 30 years with the advent of increasing computational power. Originally, planning was a simple spreadsheet projection of your current situation, plus some assumptions, such as savings rates, t...”
Free Initial Consultation
In Business Since 2006
539 Westney Rd S, Ajax, ON L1S 4N7
i
Hammond Financial

Hammond Financial

(7)
  • Retirement
“I've been with Andy now for 3 years and he is completely looking after all my financial affairs perfectly and I am no longer worried about my retirement.”
Transparent Fees & Pricing
16 Sabbe Crescent, Ajax, ON L1T
i
Quadri and Smith

Quadri and Smith

(2)
Bookkeeping, Assurance Services, Accounting Services
“Highly recommend him for your accounting needs.”
Family Business
464 Kingston Rd W, Ajax, ON L1T 3A3
i
MC Wealth Management

MC Wealth Management

Free Initial Consultation
50 Commercial Ave #200, Ajax, ON L1S 2H5
i
IPC Investment Corporation - Michael Collymore

IPC Investment Corporation - Michael Collymore

Charitable Giving, Cash & Credit Management, Estate Planning
““I am pleased to provide this endorsement for Michael. He is meticulous, professional, and highly efficient. He performs at a level that exceeds my expectations. In complex a situation, Michael was able to explain the process, provide regular updates...”
In Business Since 2004
539 Westney Rd S #1, Ajax, ON L1S 4N7
i
Yanch James R

Yanch James R

(1)
“.A few of my family members were in the same situation as me and were so happy with their outcome I find they have very good negotiating skills”
50 Commercial Ave, Ajax, ON L1S 2H5
i
TLH Accounting

TLH Accounting

(1)
“Tracy is very experience accountant and always give the right advice.”
152 Harwood Ave S Suite 204, Ajax, ON L1S 2H6
i
Jason Cohen Financial Planning

Jason Cohen Financial Planning

77 Kearney Dr, Ajax, ON L1T 2T8
i
Bonnie Fowler Cfp, Cfds

Bonnie Fowler Cfp, Cfds

In Business Since 2013
65 Harwood Ave S, Ajax, ON L1S 2H9
i
Alpha Oasis

Alpha Oasis

(50)
  • Accounting
  • Team
  • Professional
“I reached out to Alpha Oasis for guidance in setting up investments almost two decades ago and I can confidently say my relationship with them has only grown stronger.”
Free Initial Consultation
In Business Since 2002
304-80 Corporate Dr, Scarborough, ON M1H 3G5
i
Amlb Cpas and Consulting

Amlb Cpas and Consulting

(25)
Doctors & Dentists, Payroll, Tax
“After recently joining Treefrog, AMLB was excellent at providing me with the necessary financial data to help with a smooth transition into my position.”
Remote Consultations Available
Serving Ajax Area
i
Tax Doctors Canada

Tax Doctors Canada

(19)
Bookkeeping Services, Non-Resident Tax, Business Tax Services
“Kind, non-judgemental, skilled at Tax Accounting and always prioritizing his customers: these are the hallmarks of his success as the BEST Tax Accountant in Markham!”
250 Main Street Markham N, Markham, ON L3P 1Y7
i
Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(7)
“I trust him with my next financial steps every time something changes in my life and he always has a detailed explanation to follow that I can actually understand.”
In Business Since 2022
179 King St E Second Floor, Oshawa, ON L1H 1C2
i
Levesque Wealth Planning

Levesque Wealth Planning

“Linda and Dan have a lot of experience.”
In Business Since 2014
2075 Kennedy Rd 5th Fl, Scarborough, ON M1T 3V3
i
Sharptax Consulting

Sharptax Consulting

(50)
Financial Planning, Business Services, Tax and Accounting
“Sharptax Consulting has been filling my taxes over the last five years and I'm extremely satisfied with their service and the level of competence they hold.”
12 Northvale Rd, Markham, ON L6B 1G4
i
SSJ Financial Services

SSJ Financial Services

(46)
Registered Education Savings Plan (Resp), Registered Retirement Savings Plan (Rrsp), Disability Insurance
“They helped selecting the right policy, answered all queries, helped updating the policy multiple times as per changes in travel plans, and finally the refund at the end of travel was done promptly.”
Free Initial Consultation
In Business Since 2013
7003 Steeles Ave W #10, Etobicoke, ON M9W 0A2
i

Retirement Planning and Investment Management Services in Ajax, ON Cost Estimates

Minimum cost
$1240
Maximum cost
$10534
National Average
$3718
Avg Per Hour Rates
$372
$2479
$6816
Typical price range is based on 505 cost profiles
Click to copy
Successfully copied!
Average Cost $3718
Minimum cost $1240
Maximum cost $10534
Avg Per Hour Rates $372

Typical range $2479 to $6816 is based on 505 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top