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Johnson Financial Group

(12)

Insurance
Product
Family

“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

(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.”

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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.”

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Kelly Smith Group

“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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The 24 firms listed for Aurora, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Aurora, ON

11 of the 24 firms we list are based in Aurora; the other 13 serve Aurora from towns including Markham (21 km), Richmond Hill (15 km) and Thornhill (21 km). 18 of the firms on this page have a rating, from 4.1 to 5.0 across 2,615 reviews; 12 have 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (76%) and value (65%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "efficient". 4 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business owners (2), business registration (2), corporate tax (2), financial planning (2) and personal income tax (2). Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers remote or virtual consultations; 3 offer a free initial consultation and 1 is family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Aurora take financial planning bookings online?

4 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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IPC Investment Corporation - Peter Ardill

“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

“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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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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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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Natalie Fletcher

“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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Objective Financial Partners

(50)

Responsive
Tax
Analysis

“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)

Team
Patient
Price

“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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Rethink CPA Professional Corporation

(50)

Partnership
Questions
Financial

“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)

Financial Planning
Family
Saving

“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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Harris & Partners

(46)

Reduce
Financial
Team

“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...”

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Etaxcan

(50)

Knowledge
Financial
Patient

“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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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.”

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Mak Tax & Accounting Services

(48)

Fraud
Income Tax
Job

“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.”

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Grant Matossian, Cga, CFP

(47)

Tax Refund
Family
Investment

“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.”

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Green Group - IG Private Wealth Management

(50)

Meeting
Team
Understanding

“He's an incredible advisor who always listens and puts things into perspective, and continues to prepare me and my family, for great things in the future”

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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...”

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Legacy Financial

(44)

Financial Planning
Questions
Goals

“Not only did Trevor help us develop a comprehensive financial plan that aligned with our goals, but he also provides ongoing support and guidance throughout the process”

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Toranj Accounting Services

(44)

Team
Family
Respect

“Your meticulous attention to detail, astute financial insights, and proactive approach have been instrumental in navigating complex financial matters and ensuring the financial well-being of our clients.”

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

Best Financial Advisors in Aurora, ON

Johnson Financial Group

Carruthers Walker Financial

Roberts & Company Professional Corporation

Foster Thibeault Youell Radley Chartered Professional Accountants

Stonehaven Financial Group

Kelly Smith Group

Area overview: Aurora, ON

IPC Investment Corporation - Peter Ardill

Lowdenclear Wealth Management

Rempel Capital

Satara Capital

Natalie Fletcher

Objective Financial Partners

Accounting Plus Financial Services

Rethink CPA Professional Corporation

Sharptax Consulting

Harris & Partners

Etaxcan

Ai Financial

Mak Tax & Accounting Services

Grant Matossian, Cga, CFP

Green Group - IG Private Wealth Management

CFS Wealth Management

Legacy Financial

Toranj Accounting Services

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

Why these companies made our list

Financial Advisors near Aurora

Popular in Aurora