Best Financial Advisors in Bolton, ON

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Bolton area.

Tritech Insurance Systems

Tritech Insurance Systems

Professional Services, Software as a Service (Saas)
“Our team of experienced P&C engineers ensure that the 'right sized solutions', offered as 'In House' or 'Software as a Service' (SaaS), are designed and implemented with our customers from the onset of the project. We begin with a Model Office that a...”
Remote Consultations Available
14 McEwan Dr W #5, Bolton, ON L7E 1H1
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Smart Split Divorce

Smart Split Divorce

Financial Statements and Long-Distance Mediation, Services For Law Professionals, Early Neutral Consult
“Smart Split Divorce Solutions serve clients in Toronto, Aurora, East Gwillimbury, Georgina, King, Markham, Newmarket, Richmond Hill, Vaughan and Whitchurch-Stoufville, Brampton, Caledon and Dufferin County.”
In Business Since 2012
16176 Hwy 50, Bolton, ON L7E
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Caledon Family Mediation

Caledon Family Mediation

“We know that legal action can sometimes be overwhelming. We are dedicated to providing you help in language that you can understand. If you don't feel like you understand your options, just ask, and we will work to find an explanation that works for ...”
18 King St E Unit E5, Bolton, ON L7E
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Rmab Financial Divorce Specialist

Rmab Financial Divorce Specialist

“A Chartered Financial Divorce Specialist does not offer legal opinion or advice, but can provide valuable insight into financial matters related to divorce and follows a strict code of ethics as monitored by relevant licensing authorities.”
In Business Since 2022
4 Queen St N #204, Bolton, ON L7E 1C8
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Knowledge
  • Pricing
  • Information
“He patiently answered all my tax questions and went above and beyond in making me understand the entire process as well as educating me on a few concepts.”
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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Fox-Revett & Associates

Fox-Revett & Associates

(14)
  • Meetings
  • Portfolios
  • IG
“As a consummate professional, David shares his expertise and offers his insight based on his many years as a financial advisor, and knows the market intrinsically.”
In Business Since 2015
17310 Yonge St Suite 10A, Newmarket, ON L3Y 7R9
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NSD Accounting

NSD Accounting

(3)
Tax Planning & Returns, Financial Services, Mortgage Solutions
“Their team have provided invaluable guidance, helping us not only manage our finances efficiently but also make strategic decisions for the growth.”
In Business Since 2021
11 Steinway Blvd, Etobicoke, ON M9W 6S9
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Tembo Financial

Tembo Financial

(50)
Debt Consolidation Loans Ontario, Bridge Financing, 1st, 2nd, & 3rd Mortgages
“They are extremely, knowledgeable, honest, thorough, and very professional They go above and beyond and always respond to calls and emails in a timely fashion.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Birdi Chartered Professional Accountant

Birdi Chartered Professional Accountant

(50)
Incorporation, Corporate Taxes, Personal Taxes
“Gurrai Birdi from Birdi CPA reached out to me quickly and worked with me to gather all the documents required to get the certificate issued a lot earlier than I originally thought.”
Free Initial Consultation
15 Bramsteele Rd, Brampton, ON L6W 3K6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Tax Planning & Returns, Financial Services, Mortgage Solutions
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
In Business Since 2009
Transparent Fees & Pricing
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(48)
Business Advisory, Accounting Services, TAX Services
“I can't express the gratitude that this man has given my family he is wonderful amazing person highly respected with my family thank you very much for everything you did for us 🙏💫He is the best very professional very well respected that my family eve...”
In Business Since 2019
2130 N Park Dr unit #223-224, Brampton, ON L6S 0C9
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Jose Gustavo Salcedo, Your Mortgage Agent

Jose Gustavo Salcedo, Your Mortgage Agent

(50)
  • Honest
  • Financial
  • Knowledge
“Amaizing I was really pleased how the information and support given to me help me understand the process of purchasing a house you make it more easy and practical thx”
In Business Since 2023
Transparent Fees & Pricing
7662 Buckeye Cres, Niagara Falls, ON L2H 0P2
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CFS Wealth Management

CFS Wealth Management

(50)
  • Communication
  • Stress
  • Funds
“Mark is very experienced and does a great job explaining the whole process from beginning to end & also does his best to speed up process so you can get your money sooner.”
Serving Bolton Area
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Green Group - IG Private Wealth Management

Green Group - IG Private Wealth Management

(50)
  • Portfolio
  • Tax
  • Questions
“I have had the pleasure of working with the Green Group for 10+ years, they have always been honest, quick and ready to give the best advice the benefits me.”
In Business Since 2022
17310 Yonge St #10A, Newmarket, ON L3Y 7R9
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Vida Financial Group

Vida Financial Group

(45)
  • Team
  • Confidence
  • Questions
“We have working with Kevin over the years and he absolutely never lets us down, he is always willing to help and makes each process as easy as possible for his clients.”
34 Alderway Ave, Brampton, ON L6Y 2B7
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Morataya Corp.

Morataya Corp.

(50)
  • Mario
  • Explanation
  • Financial
“Excellent service, many thanks to the entire team for their help, they are very professional and very accurate with all the information and advice they gave us, we are very happy to regain our peace of mind again, highly recommended.”
Free Initial Consultation
3200 Dufferin St Suite #307, Toronto, ON M6A 3B2
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CFP Group

CFP Group

(26)
“We were very impressed with the knowledge, investment opportunities (Canada and the US) and available options like Cash, RRSP, TFSA that Michael and Ronny are offering to us.”
Offers Financing Options
1137 Centre St, Thornhill, ON L4J 3M6
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Bizlon

Bizlon

(40)
  • Scam
  • POS
  • Price
“Awesome service ask for Sameer he will hook you up with the best deals and help you set it up, even the call backs after to check up are amazing I highly highly recommend him, I was with global and I must say it got a lot better with them”
In Business Since 2021
16 Peridot Rd, Brampton, ON L6P 0Z6
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Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(39)
  • Questions
“Very hard working,good behaviour and intelligent in tax profession.”
7-110 Pertosa Dr, Brampton, ON L6X
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National Debt Relief - Canada Debt Relief Professionals

National Debt Relief - Canada Debt Relief Professionals

(48)
  • Finance Director
  • Judgement
  • Compassionate
“At first I was second guessing myself about how long the process was going to be but again with Dionne help she made me understand that my life is going to start getting better.”
9131 Keele St, Vaughan, ON L4K 0G7
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AMR Services

AMR Services

(26)
Payroll, Estate Planning, Tax Services
“Excellent/Professional Service - Angela and her team provided me with the assistance I needed to deal with both my corporate and personal accounting needs.”
In Business Since 2014
Free Initial Consultation
95 Stave Crescent, Richmond Hill, ON L4C 9J7
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Canadian Debt Advisors

Canadian Debt Advisors

(24)
Credit Card Debt Relief Toronto, Blog, Mortgage Calculator
“She helped us a great deal by explaining the correct way to act to achieve the best results, handled documents and negotiations with the banks and trustee.”
In Business Since 2013
Free Initial Consultation
1000 Finch Ave W #508, North York, ON M3J 2V5
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Ira Smith Trustee & Receiver

Ira Smith Trustee & Receiver

(25)
Personal Services, Corporate Services, Creditor Services
“Ira's willingness to address our legal queries, despite not being his formal clients, speaks volumes about his dedication to providing valuable assistance.”
In Business Since 2005
167 Applewood Crescent #6, Vaughan, ON L4K 4K7
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Pinnacle Reliance Financial Planning

Pinnacle Reliance Financial Planning

(23)
  • Family
  • Insurance
  • Questions
“No matter what requirements I have or any life changes I encounter, Ethan can give me the most pertinent advice and the most reasonable plan based on our family situation.”
In Business Since 2018
376 Lady Valentina Ave, Vaughan, ON L6A 4T9
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Retirement Planning and Investment Management Services in Bolton, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 485 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 485 cost profiles.

Why these companies made our list

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