Best Financial Advisors in Aurora, ON
The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Aurora area.
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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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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.”
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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.”
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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.”
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Stonehaven Financial Group
“He was very thorough and took the time to explain anything we were unsure of.”
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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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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 ...”
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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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Russo Corp.
“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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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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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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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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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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VFS Canada
“A great company and great people to deal with.”
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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...”
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Dethomas Wealth Management
Investment Management, Portfolio Review, Planning & Insurance
“Would highly recommend their services if you are looking to grow your RRSP's, my funds have had great performance over the years and the staff are very knowledgeable, explaining all my options so that I can have the retirement I am hoping for.”
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Tax Doctors Canada
Back Taxes, US Citizens, Bookkeeping Services
“He got everything done in less than a week (of course it was the CRA that had me waiting months haha) Blair is a really personable and easy going person who was really understanding, clear and precise.”
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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.”
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Nannytax
- Questions
- Price
- Communication
“I have nothing but positive things to say about my experience with NannyTax over the past four years.”
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Thompson Financial Services
Your Key Players, Investment Risk, Financial Planning Process
“Will always recommend them to all in my professional circle and family and friends.”
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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.”
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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.”
Retirement Planning and Investment Management Services in Aurora, ON Cost Estimates
Why these companies made our list
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