Best Financial Advisors in Aurora, ON

Handpicked from 59 vetted & reviewed Financial Planning & Wealth Management firms in the Aurora area, discover the top 5 elite providers among the selected group of 24 finalists.

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Carruthers Walker Financial

(9)

Team

“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.”

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Johnson Financial Group

(13)

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...”

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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.”

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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.”

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Stonehaven Financial Group

(1)

“He was very thorough and took the time to explain anything we were unsure of.”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

96 (100)

Minimum Reputation Rank

99.2 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

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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,...”

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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.”

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Walhout Financial

“I work in person and remotely with individuals and families across the Greater Toronto Area and Southern Ontario, Nova Scotia, and New Brunswick. I look forward to meeting you.”

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Lowdenclear Wealth Management

Financial Planning, Business Owners, Insurance Planning

“How much do you need to retire wealthy? Believe it or not, there's no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our ...”

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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...”

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Russo Corp.

(2)

“They really helped me while I was going through a hard time, can't recommend them enough.”

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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 ...”

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Stephen Forsey - Financial Advisor l Manulife Securities

“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a fina...”

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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.”

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Smith Rogers Financial

Insurance Planning, Tax, Estate & Financial Planning, Investment Advice

“We help take the mystery out of wealth management with our personalized approach to financial planning. By stepping into your shoes and understanding your unique situation, we can truly work on your behalf.”

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VFS Canada

(1)

“A great company and great people to deal with.”

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Affinity Capital Management Inc.

(19)

Member Resources, Member Toolkit, Member Login Portals

“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.”

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TK Dale Wealth

(8)

Investments
Knowledge

“Trevor is one of the best professionals myself and my spouse have ever met: apart from his high academic background, many years of certified knowledge and experience, his intelligent approach to every problem, his kindness and patience when explainin...”

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Objective Financial Partners

(50)

Family Financial Planning, Fee-Only, Advice-Only Financial Planning, Tax Planning and Preparation

“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.”

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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.”

Featured

𝗘𝗹𝗲𝘃𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝘄𝗶𝘁𝗵 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗣𝗹𝘂𝘀! 𝗔𝘀 𝘁𝗵𝗲 𝗳𝗼𝗿𝗲𝗺𝗼𝘀𝘁 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗿𝘀 𝗼𝗳 𝗽𝗿𝗲𝗺𝗶𝗲𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗶𝗻 𝗧𝗵𝗼𝗿𝗻𝗵𝗶𝗹𝗹, 𝘄𝗲 𝗲𝘅𝗰𝗲𝗹 𝗶𝗻 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 𝘁𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗮𝗻𝗱 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝘀. Our seasoned team adeptly navigates Canadian taxation complexities, offering a spectrum of services from personal tax returns and bookkeeping services to robust business advisory. Centered around Xero, the cutting-edge in cloud accounting, our financial business services provide data-driven insights to propel your success. Let's collaboratively build a financial strategy and come up with an accounting solution tailored to your unique needs! Ready to streamline your financial matters and achieve your goals? Call Accounting Plus Financial Services Inc. today and secure a comprehensive consultation.

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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.”

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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.”

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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.”

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CFS Wealth Management

(50)

Stress
Pension
Questions

“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...”

Average Cost	$3682
Minimum cost	$1227
Maximum cost	$10430
Avg Per Hour Rates	$369

Best Financial Advisors in Aurora, ON

Handpicked from 59 vetted & reviewed Financial Planning & Wealth Management firms in the Aurora area, discover the top 5 elite providers among the selected group of 24 finalists.

Carruthers Walker Financial

Johnson Financial Group

Roberts & Company Professional Corporation

Foster Thibeault Youell Radley Chartered Professional Accountants

Stonehaven Financial Group

Kelly Smith Group

IPC Investment Corporation - Peter Ardill

Walhout Financial

Lowdenclear Wealth Management

Natalie Fletcher

Russo Corp.

Satara Capital

Stephen Forsey - Financial Advisor l Manulife Securities

Rempel Capital

Smith Rogers Financial

VFS Canada

Affinity Capital Management Inc.

TK Dale Wealth

Objective Financial Partners

Accounting Plus Financial Services

Etaxcan

Rethink CPA Professional Corporation

Sharptax Consulting

CFS Wealth Management

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

Why these companies made our list

Wealth Management Advisors near Aurora

Popular in Aurora