Best Financial Advisors in Aurora, ON

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Aurora area.

Johnson Financial Group

Johnson Financial Group

(12)
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...”
In Business Since 2006
235 Industrial Pkwy S #6, Aurora, ON L4G 3V5
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Carruthers Walker Financial

Carruthers Walker Financial

(9)
  • 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.”
15054 Yonge St, Aurora, ON L4G 1M4
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Roberts & Company Professional Corporation

Roberts & Company Professional Corporation

(5)
“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.”
144 Wellington St E, Aurora, ON L4G 1J1
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Foster Thibeault Youell Radley Chartered Professional Accountants

Foster Thibeault Youell Radley Chartered Professional Accountants

(3)
“Our small company and associated holdings have been dealing with MFTY for close to 24 years and wouldn't consider going anywhere else.”
15449 Yonge St #101, Aurora, ON L4G 1P3
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Stonehaven Financial Group

Stonehaven Financial Group

(1)
“He was very thorough and took the time to explain anything we were unsure of.”
In Business Since 2015
46 Wellington St E, Aurora, ON L4G 1H5
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Kelly Smith Group

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,...”
Family Business
11 Tannery Creek Crescent, Aurora, ON L4G 5N4
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IPC Investment Corporation - Peter Ardill

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.”
In Business Since 1999
Transparent Fees & Pricing
2 Orchard Heights Blvd #27, Aurora, ON L4G 3W3
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Lowdenclear Wealth Management

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 ...”
14845 Yonge St #267, Aurora, ON L4G 6H8
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Satara Capital

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 ...”
In Business Since 2007
158 Don Hillock Dr #15, Aurora, ON L4G 0G9
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Rempel Capital

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.”
In Business Since 2016
238 Wellington St E Suite 102, Aurora, ON L4G 1J5
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Natalie Fletcher

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...”
238 Wellington St E #217, Aurora, ON L4G 1J5
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Flip My Life

Flip My Life

(26)
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.”
In Business Since 2018
95 Mural St 6th Floor, Richmond Hill, ON L4B 3G2
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(19)
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.”
55 Commerce Valley Dr W #502, Thornhill, ON L3T 7V9
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Fox-Revett & Associates

Fox-Revett & Associates

(14)
  • 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.”
In Business Since 2015
17310 Yonge St Suite 10A, Newmarket, ON L3Y 7R9
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Objective Financial Partners

Objective Financial Partners

(50)
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.”
In Business Since 2012
Transparent Fees & Pricing
CGA Certified
Remote Consultations Available
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
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.”
In Business Since 2005
Remote Consultations Available
Serving Aurora Area
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Harris & Partners

Harris & Partners

(46)
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...”
In Business Since 2013
Free Initial Consultation
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Etaxcan

Etaxcan

(50)
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.”
305 Milner Ave Unit #301, Scarborough, ON M1B 3V4
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
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.”
In Business Since 2020
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Sharptax Consulting

Sharptax Consulting

(50)
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.”
12 Northvale Rd, Markham, ON L6B 1G4
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Mak Tax & Accounting Services

Mak Tax & Accounting Services

(48)
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.”
In Business Since 2011
4900 Sheppard Ave E unit 1, Scarborough, ON M1S 4A7
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Ai Financial

Ai Financial

(48)
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
Free Initial Consultation
350 Hwy 7 #310, Richmond Hill, ON L4B 3N2
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Grant Matossian, Cga, CFP

Grant Matossian, Cga, CFP

(47)
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.”
In Business Since 2009
20 Amber St #6, Markham, ON L3R 5P4
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CFS Wealth Management

CFS Wealth Management

(50)
  • 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...”
Serving Aurora Area
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Retirement Planning and Investment Management Services in Aurora, ON Cost Estimates

Minimum cost
$1227
Maximum cost
$10430
National Average
$3682
Avg Per Hour Rates
$369
$2454
$6749
Fair price range is based on 460 cost profiles
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Average Cost $3682
Minimum cost $1227
Maximum cost $10430
Avg Per Hour Rates $369

Fair range $2454 to $6749 is based on 460 cost profiles.

Why these companies made our list

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