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.”
4 Queen St N #204, Bolton, ON L7E 1C8
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Carruthers Walker Financial

Carruthers Walker Financial

(9)
  • Team
“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.”
15054 Yonge St, Aurora, ON L4G 1M4
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Gentile Financial Group

Gentile Financial Group

(2)
“From financial planning to accounting George and his associates are always available to answer our questions”
3 Director Ct, Woodbridge, ON L4L 4S5
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Balwinder Financial

Balwinder Financial

(50)
Life Insurance, Travel Insurance, Investments
“The best you can find in town she helped me a lot with the kids RESP very kind and honest person you can trust I recommend her to anyone and everyone Balwinder's been doing this for many years lots of experience known her for 19 years now can never b...”
In Business Since 2014
Free Initial Consultation
1315 Derry Rd E #2, Mississauga, ON L5T 1B6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Tax Planning & Returns, Financial Services, Mortgage Solutions
“Dhrunil was able to help me file my taxes in such a timely fashion and followed up with me many times to ensure that I did not forget to provide any information.”
In Business Since 2009
NETFILE Certified
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

(49)
Business Advisory, Accounting Services, TAX Services
“It has been a pleasure to get my accounting work done by Avnish , he has helped in resolving many last minute issues that needed immediate attention which he was able to provide.”
In Business Since 2019
2130 N Park Dr unit #223-224, Brampton, ON L6S 0C9
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Tembo Financial

Tembo Financial

(44)
Debt Consolidation Loans Ontario, Bridge Financing, 1st, 2nd, & 3rd Mortgages
“My real estate lawyer (with some 30 years experience) and his recommended & also experienced mortgage broker, were surprised about my special, customized mortgage.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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CFS Wealth Management

CFS Wealth Management

(50)
  • Family
  • Team
  • Job
“I went to my bank where my LIF (Life investment Fund)is deposited my ONLY hope to pay my assessment, but they refused my request NOT until my condo will be foreclosed.”
Serving Bolton Area
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Global Accounting Services

Global Accounting Services

(49)
  • Financial
  • Advice
  • Knowledge
“We were in a business predicament and having spoke with him for the first time, he was able to troubleshoot the issue and present solutions immediately.”
49 Hillcrest Ave # 205, Brampton, ON L6W 4V4
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Green Group - IG Private Wealth Management

Green Group - IG Private Wealth Management

(48)
  • Meeting
  • Savings
  • Advisor
“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”
In Business Since 2022
17310 Yonge St #10A, Newmarket, ON L3Y 7R9
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Jose Gustavo Salcedo, Your Mortgage Agent

Jose Gustavo Salcedo, Your Mortgage Agent

(50)
  • Honest
  • Decisions
  • 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
7662 Buckeye Cres, Niagara Falls, ON L2H 0P2
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Vida Financial Group

Vida Financial Group

(46)
  • Understand
  • Team
  • 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)
  • Understanding
  • Sleep
  • Financial
“I contacted them and did everything online over the fon helped me with fixing my debt and they're very professional I highly recommend them if you're struggling with debt.”
Free Initial Consultation
3200 Dufferin St Suite #307, Toronto, ON M6A 3B2
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Ranjit Dhillon Broker - Centum Mortgage Smart

Ranjit Dhillon Broker - Centum Mortgage Smart

(30)
Life and Disability Insurance, Leasing, Consumer Loans
“Renewed my Mortage recently through Ranjit Dhillon - hassle free experience, a delight to work with, very professional and customer focused individual.”
Offers Financing Options
In Business Since 2002
Licensed
Transparent Fees & Pricing
7956 Torbram Rd unit 20, Brampton, ON L6T 5A2
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Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Tax Preparer
  • Patient
“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
Free Initial Consultation
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
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Bizlon

Bizlon

(42)
  • Prices
  • Cold Calling
  • POS
“Roy sharma has done an excellent job for our business interac machine done follow up regularly since we spoke over phone but must say excellent service and very nice customer service with positive response .”
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

(37)
“Experience, Sincerity to do work, knowledgeable and always helpful.”
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

(47)
  • Shoulders
  • Compassionate
  • Information
“The national debt relief program is amazingThey help me Consolidate all my debt jennie Gerigs was very helpful in getting all my paperwork in order and got me a really good payment plan”
9131 Keele St Unit A4, Vaughan, ON L4K 0G7
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AMR Services

AMR Services

(25)
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.”
Free Initial Consultation
95 Stave Crescent, Richmond Hill, ON L4C 9J7
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Canadian Debt Advisors

Canadian Debt Advisors

(21)
Credit Card Debt Relief Toronto, Blog, Mortgage Calculator
“Ivanna it has taking me this long to write my review as I have struggled to find the words to express my gratitud and experience and how blessed I am to have come across your company.”
In Business Since 2013
Free Initial Consultation
1000 Finch Ave W #508, North York, ON M3J 2V5
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Kevin Moniz Financial Advisor

Kevin Moniz Financial Advisor

(28)
  • Goals
  • Meeting
  • Understand
“Now with a couple of life insurances I can be comfortable knowing my wife will always be taken care of if anything were to ever happen and that's all I could ask for.”
In Business Since 2018
200-7077 Keele St, Concord, ON L4K 0B6
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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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