Best Financial Advisors in Aurora, ON
The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Aurora area.
View Profile
Employee Benefits Programs, Your Personal & Family Needs, Your Growing Business
“Navigating through the vast world of insurance options can be daunting and complicated, however, Ian and his exceptional team have always provided me with timely, affordable and relevant options to consider, and to simplify the process as much as pos...”
View Profile
Carruthers Walker Financial
- Team
- Employee Benefits
“Aside from assisting us with our company benefits, Jenn has come and provided valuable learning sessions to our employees - Jenn and the Carruthers staff always go the extra mile.”
View Profile
Roberts & Company Professional Corporation
“They are very knowledgeable, professional, had great communication and kept me in the loop the whole way through the process, not to mention they finished my accounting services in a timely manner.”
View Profile
Foster Thibeault Youell Radley Chartered Professional Accountants
“Our small company and associated holdings have been dealing with MFTY for close to 24 years and wouldn't consider going anywhere else.”
View Profile
Stonehaven Financial Group
“He was very thorough and took the time to explain anything we were unsure of.”
View Profile
Kelly Smith Group
Business Owners, Individuals, Incorporated Professionals
“Our mission is to provide comprehensive group benefits and financial planning solutions that empower individuals and organizations to navigate their financial journey with confidence and security. Through personalized guidance, innovative strategies,...”
View Profile
IPC Investment Corporation - Peter Ardill
Estate Planning, Tax Planning, Charitable Giving
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
View Profile
Lowdenclear Wealth Management
Financial Planning, Business Owners, Insurance Planning
“A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That's because ...”
View Profile
Satara Capital
“We are committed to providing a personalized experience for individuals and their families. Our efforts focus on developing, modernizing and upgrading our range of services with the aim of adding to your convenience - redefining the whole concept of ...”
View Profile
Rempel Capital
“In addition, entrust us with your capital and you'll gain a level of one-on-one service and responsiveness you just can't get from a large investment firm or financial institution.”
View Profile
Natalie Fletcher
Financial Planning Checkup, Reduce Your Taxes, Reduce the Impact of "what If's"
“I have been a client of yours for about 5 years now and I cannot be more happy with the financial advice and guidance you have given me and my wife during that time. In the past we were with other financial adviser's but your ability and skill set ha...”
View Profile
Flip My Life
Personal Financial Planning, Investments, Divorce Financial Planning
“She took the time to listen to my concerns, aspirations, and fears about the future, and then crafted a strategy that not only addressed my immediate financial concerns but also laid a solid foundation for long-term financial security.”
View Profile
Affinity Capital Management Inc.
Financial Tools & Calculators, Insightful Readings, Member Resources
“He's helped remove money blocks that I previously was holding onto, helped me pay down my debt, and has also set me up for future financial goals in moments where I felt stuck and unable to move.”
View Profile
Fox-Revett & Associates
- Future
- Team
- Market
“IG has provided me with several recommendations on investment advice and I feel confident in their expertise and professional advice, especially during the volatile market during the pandemic.”
View Profile
Objective Financial Partners
Financial Planning For Seniors, Fee-Only, Advice-Only Financial Planning, Executor/Probate/Estate Services
“I was very impressed with how thorough he was when going over our financials, asking several questions in order to cover all the bases and make sure there wouldn't be any stones left unturned when planning for our retirement.”
View Profile
Accounting Plus Financial Services
Personal Tax, Business Advisory & Tax Planning, Corporate Tax
“My family has been dealing with accounting Plus for many years I have joined two years ago and I can only say I am extremely happy and satisfied with the service thank you so much too Peter he is very professional very understanding.”
View Profile
Harris & Partners
Debt Relief Services, Debt Relief For Businesses
“I really can't say enough about their ability to make me feel comfortable and not judged about some of the one might say, "questionable" financial decisions I may have made in the past to get me to the point of where a consumer proposal was my best o...”
View Profile
Etaxcan
Personal Tax Returns, Tax Planning / Financial Planning, Accounting & Book Keeping
“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”
View Profile
Rethink CPA Professional Corporation
Small Businesses, Real Estate Investors, Realtors & Prec
“I look forward to working with him as my small business grows and I always recommend his service to anyone looking for a professional and knowledgeable accountant that supports small business owners.”
View Profile
Sharptax Consulting
Tax and Accounting, Financial Planning, Business Services
“Its not simply filing tax as others normally do but guide you with valuable information beneficial for you in terms of tax savings and other investments.”
View Profile
Mak Tax & Accounting Services
Personal Income Tax, CRA Audit Representation, Self Employment
“The team at Maktax demonstrated a high level of responsibility in handling my tax affairs, ensuring that everything was accurately completed and submitted on time.”
View Profile
Ai Financial
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
View Profile
Grant Matossian, Cga, CFP
Consultation For Personal, Business, Farming & Rental Income Tax, Personal & Corporate Financial Planning, Non Resident Tax Returns
“Hrant can be trusted to do your taxes with up-to-date knowledge of Canada's ever-changing tax rules, so you never experience an unpleasant surprise down the road.”
View Profile
CFS Wealth Management
- Information
- Pension
- Family
“To Start off, i learned CFS thru social media ads and a couple reviews; Honestly i was skeptical at first as I don't see if their physical office if it exist as I'm far, I live in Saskatchewan, CFS Office is in Ontario, Like anybody else i don't want...”
Retirement Planning and Investment Management Services in Aurora, ON Cost Estimates
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?