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 Financial & Associates

Carruthers Financial & Associates

(7)
“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.”
In Business Since 2004
15054 Yonge St, Aurora, ON L4G 1M4
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Roberts & Company Professional Corporation

Roberts & Company Professional Corporation

(5)
  • Accounting
“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.”
In Business Since 2020
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

(2)
“Our small company and associated holdings have been dealing with MFTY for close to 24 years and wouldn't consider going anywhere else.”
In Business Since 2022
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, Insurance, Investments
“Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits a...”
In Business Since 2016
Family Business
11 Tannery Creek Crescent, Aurora, ON L4G 5N4
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.3 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
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...”
In Business Since 2009
238 Wellington St E #217, Aurora, ON L4G 1J5
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Lowdenclear Wealth Management

Lowdenclear Wealth Management

Financial Planning, Business Owners, Insurance Planning
“Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligat...”
In Business Since 2013
14845 Yonge St #267, Aurora, ON L4G 6H8
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Walhout Financial

Walhout Financial

In Business Since 2016
Remote Consultations Available
Transparent Fees & Pricing
Aurora, ON
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Russo Corp.

Russo Corp.

(2)
“They really helped me while I was going through a hard time, can't recommend them enough.”
In Business Since 2010
78 Wellington St E, Aurora, ON L4G 1H8
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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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Stephen Forsey - Financial Advisor l Manulife Securities

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...”
In Business Since 2017
238 Wellington St E Suite 203, Aurora, ON L4G 1J5
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Smith Rogers Financial

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.”
In Business Since 2005
15105 Yonge St, Aurora, ON L4G 1M3
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VFS Canada

VFS Canada

(1)
“A great company and great people to deal with.”
238 Wellington St E suite 300, Aurora, ON L4G 1J5
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Affinity Capital Management Inc.

Affinity Capital Management Inc.

(16)
Medical & Group Insurance, Accounting & Tax, Financial & Debt Assistance
“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.”
In Business Since 2015
45B West Wilmot St suite 208b, Richmond Hill, ON L4B 2P3
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TK Dale Wealth

TK Dale Wealth

(7)
  • Investment
“For me, what is essential to any partnership is a shared strategic context, knowledge of relevant tools and an attitude of service and inquiry.”
In Business Since 2021
Licensed
Shared with SE Telecom, 17075 Leslie St #7, Newmarket, ON L3Y 8E1
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Objective Financial Partners

Objective Financial Partners

(30)
Financial Coaching Consultation, Fee-Only, Advice-Only Financial Planning, Canadian Expats
“Brenda provided us with a detailed and comprehensive retirement plan that simplified a complicated set of circumstances and enabled us to make a life changing decision with confidence.”
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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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(30)
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 Suite 600, Richmond Hill, ON L4B 3G2
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Grant Matossian, Cga, CFP

Grant Matossian, Cga, CFP

(30)
Consultation For Personal, Business, Farming & Rental Income Tax, Personal & Corporate Financial Planning, Non Resident Tax Returns
“Grant is very knowledgable accountant and he is genuine, i have been working with him since i came to canada for last 4 years he always patiently answers to all my questions with details and gives clear answer and he is the best recommendation that i...”
In Business Since 2009
20 Amber St #6, Markham, ON L3R 5P4
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Sharptax Consulting

Sharptax Consulting

(30)
Tax and Accounting, Financial Planning, Business Services
“My friends I truly believe it's worth investing money in the expertise of Sharptax because you might just receive even more on your tax return than you would anywhere else, and you have the peace of mind knowing your taxes were handled by a true prof...”
In Business Since 2017
12 Northvale Rd, Markham, ON L6B 1G4
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Etaxcan

Etaxcan

(29)
Personal Tax Returns, Tax Planning / Financial Planning, Accounting & Book Keeping
“I got exceptional professional service and on top of that everything is 100% for healthcare workers!”
In Business Since 2021
10 Milner Business Ct #300, Scarborough, ON M1B 3C6
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Harris & Partners

Harris & Partners

(22)
File Bankruptcy, File A Proposal, Debt Consolidation
“Unbelievable, All my debt are gone now and I feel like I'm free, thanks Osman Ali for all you did for me, at the first time it's even hard to believe that was real, but it's real and easy.”
In Business Since 2013
Free Initial Consultation
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Accounting Plus Financial Services

Accounting Plus Financial Services

(28)
Personal Tax, Business Advisory & Tax Planning, Corporate Tax
“From time to time, the Accounting Plus team, lead by Peter Edrey, can raise very good advise regarding your specific tax situation, and doesn't miss any option the system gives you to save on your tax payment.”
In Business Since 2005
Remote Consultations Available
Serving Aurora Area
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Kevin Moniz Financial Advisor

Kevin Moniz Financial Advisor

(28)
  • Hands
  • Family
  • Feel
“He was up front in saying it wasn't going to be a short journey to reach long term goals but that the little victories along the way will ease the process.”
In Business Since 2018
200-7077 Keele St, Concord, ON L4K 0B6
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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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