Best Financial Advisors near Bolton, ON

2 of these firms are based in Bolton; the others serve Bolton from towns including Brampton (22 km), Concord (20 km) and Vaughan (20 km).

1 open 24/7 · 6 open weekends · 22 rated 4.5+

Data verified October 16, 2026

Smart Split Divorce

Smart Split Divorce

In Business Since 2012
16176 Hwy 50, Bolton, ON L7E
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Rmab Financial Divorce Specialist

Rmab Financial Divorce Specialist

In Business Since 2022
4 Queen St N #204, Bolton, ON L7E 1C8
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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.”
Vaughan, ON · 20 km from Bolton
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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
Newmarket, ON · 28 km from Bolton
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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.”
Brampton, ON · 22 km from Bolton
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AMR Services

AMR Services

(26)
  • Partnership
  • Know
  • Advice
“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
Richmond Hill, ON · 24 km from Bolton
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The 24 firms listed for Bolton, 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: Bolton, ON

22 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 575 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (81%) and quality (74%). The topics that come up most in reviews of the firms on this page are "knowledge", "understanding" and "communication". 1 is open around the clock; 6 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), mortgages (2) and travel insurance (2). 10 have ten or more years of experience, the longest 25 years. 1 offers urgent consultations and 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 17 publish a contact page; 20 list a public email and 6 take bookings online. 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.

Why are financial advisers outside Bolton listed here?

2 of the 24 firms are in Bolton itself. The rest come from other towns within 30 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

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
Vaughan, ON · 20 km from Bolton
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Nannytax

Nannytax

(18)
  • Taxes
  • Price
  • Questions
“Nanny tax has excellent customer service, and quick responses.”
In Business Since 2007
Transparent Fees & Pricing
Thornhill, ON · 25 km from Bolton
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King Street Wealth

King Street Wealth

(11)
“Anthony and his team are incredibly organized and super helpful over the last few years, we can not wait to work with them for many more years to come!”
In Business Since 2023
Toronto, ON · 33 km from Bolton
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Gsinsurance

Gsinsurance

(17)
  • Visa
  • Parents
“He very patiently walked me through updating my mom's details and send me the updated insurance claim form within hours, it is very reliable and cost-effective insurance for somebody applying for the super visa.”
In Business Since 2018
Free Initial Consultation
Brampton, ON · 22 km from Bolton
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Multtani Planners

Multtani Planners

(20)
  • Tax
  • Accountant
“I came to Canada last year as an international student and I was struggling to find the best consultant for tax filing, one of my friends suggested about him and I got my tax filed within very little time and at a very genuine rate.”
In Business Since 2024
Brampton, ON · 22 km from Bolton
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Aaron Wealth Management

Aaron Wealth Management

(19)
  • Understanding
  • Patient
  • Portfolio
“Above all, David has outstanding interpersonal skills & empathy that make me feel at ease when discussing our family's financial plans and his guiding principles of honesty and integrity can be counted upon with complete confidence.”
In Business Since 2019
North York, ON · 28 km from Bolton
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Eva Sachs Divorce Financial Consulting

Eva Sachs Divorce Financial Consulting

(14)
  • Individuals
  • Empathy
  • Family Mediation
“As a family mediator, I recommend that many of my clients seek the service of a divorce financial consultant to assist them in untangling complex financial matters.”
In Business Since 2008
Transparent Fees & Pricing
Toronto, ON · 33 km from Bolton
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David Corrado, CFP - Certified Financial Planner

David Corrado, CFP - Certified Financial Planner

(17)
  • Market
  • Needs
  • Confidence
“David has turned my financial goals into a plan by helping me understand various investments and their implications, and proposing options that align with my needs.”
Vaughan, ON · 20 km from Bolton
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Johnson Financial Group

Johnson Financial Group

(12)
  • Family
  • Benefits
  • Product
“They are always available to help us and ensure we have the right product and they create seamless service with all matters regarding our health care concerns.”
In Business Since 2006
Aurora, ON · 25 km from Bolton
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CSR Wealth Management

CSR Wealth Management

(16)
  • Market
  • Understanding
  • Team
“I highly recommend Frank for his honesty, practical advice and his desire to make my future wealth management sustainable for my family for more than this generation.”
25+ Years Experience
Brampton, ON · 22 km from Bolton
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Kapur Financial Group

Kapur Financial Group

(1)
“They will help you understand about the mortgage market and they are knowledgeable in what they do.”
In Business Since 2014
Emergency Services
Free Initial Consultation
Concord, ON · 20 km from Bolton
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Sunil Heda, Heda Investments, Manulife Wealth

Sunil Heda, Heda Investments, Manulife Wealth

(10)
  • Goals
  • Options
  • Insurance
“The slow and steady approach was determined as we got to see how well he was managing our investments and how impressively the portfolio was managed to optimize maximum returns even in adverse times, all with a very low fee.”
In Business Since 2015
Woodbridge, ON · 16 km from Bolton
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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
Newmarket, ON · 28 km from Bolton
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Denikings Insurance & Investment Broker

Denikings Insurance & Investment Broker

(9)
“Shah is very helpful and always give us better advice.”
In Business Since 2016
North York, ON · 28 km from Bolton
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Penmore Financial Group

Penmore Financial Group

(31)
  • Financial Advisor
  • Future
  • Family
“They have kept in touch and made sure that any questions or concerns we had were taken care of and that the process of dealing with things went as smoothly as can be.”
Concord, ON · 20 km from Bolton
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Brash Financial

Brash Financial

(5)
  • Knowledge
“I find that Miles has a unique combination of a very wide knowledge of products, combined with remarkable people skills that enable great success for his Clients.”
Concord, ON · 20 km from Bolton
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Carruthers Walker Financial

Carruthers Walker Financial

(9)
  • Team
  • Employee Benefits
“Carruthers Financial cares about the community they serve - you will often find them giving back to local charities or at the Aurora Chamber of Commerce.”
Aurora, ON · 25 km from Bolton
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IPC Securities Corporation - Holly Langley

IPC Securities Corporation - Holly Langley

(1)
“Very professional and really nice people.”
Transparent Fees & Pricing
Toronto, ON · 33 km from Bolton
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Why these companies made our list

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