Best Financial Advisors in Bradford, ON

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Bradford area.

Dundee Private Investors

Dundee Private Investors

“Led by mining veteran Jonathan Goodman, and backed by a team of mining, finance and ESG experts, Dundee is the only publicly-traded company that finds, invests in and helps develop resource companies on behalf of its shareholders. We target mining an...”
In Business Since 2004
45 Holland St E, Bradford, ON
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Steve Welker and Company

Steve Welker and Company

(49)
  • Professional
  • Shoulders
  • Feel
“I was apprehensive at first, never having found myself in a position before where I would consider bankruptcy, but right from the first phone call, everyone at Steve Welker made me feel comfortable.”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
Mortgage Pre-Approval, Credit Improvement, New To Canada
“I recently worked with Rabbiya Dasti for one of my Investment property closing and I was thrilled and impressed with her work ethic and professionalism with regards to get the job done on time despite we had only few days left for closing.”
In Business Since 2024
Offers Financing Options
Licensed
Transparent Fees & Pricing
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Tembo Financial

Tembo Financial

(50)
Deposit Loans, 1st, 2nd, & 3rd Mortgages, Finance Solutions Ontario
“What an amazing experience I had working with Tembo Financial, they were on time, provided great insight, was extremely knowledgable on different mortgage rates, provided many solutions and help us financed our home with ease.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Accountant on Call, Mortgage Solutions, Business Registration
“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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Objective Financial Partners

Objective Financial Partners

(50)
Fee-Only, Advice-Only Financial Planning, Financial Consulting, Financial Planning For Business Owners
“To sort out our best retirement plan, we discussed various financial scenarios with Carlos (ie whether to sell an investment property, income splitting, ideal RSP and TFSA contribution amounts, buying equities, etc) and as complex as things got, onc...”
In Business Since 2012
Remote Consultations Available
CGA Certified
Transparent Fees & Pricing
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Lexaltico

Lexaltico

(49)
Real Estate Services, Tax Consulting, Canadian Relocation Package
“I got introduced to Jia through a friend of friend and she was impeccable at what she has does, she strongly communicated and ensured a very smooth and stress-free process to take me out of the situation, she was upfront and honest and won't fool aro...”
In Business Since 2022
Coupons & Offers
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
Personal Tax, Accounting & Bookkeeping, Virtual Personal Tax Returns
“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.”
In Business Since 2005
Remote Consultations Available
Serving Bradford Area
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Etaxcan

Etaxcan

(50)
Personal Tax Returns, HST Filing / Wsib Filing, Corporate Tax Returns
“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.”
305 Milner Ave Unit #301, Scarborough, ON M1B 3V4
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Harris & Partners

Harris & Partners

(46)
Debt Relief Services, Debt Relief For Businesses
“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...”
In Business Since 2013
Free Initial Consultation
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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The Money Mint

The Money Mint

(50)
  • Mortgage
  • Honesty
  • Expertise
“Throughout the entire process, Charlie demonstrated exceptional professionalism, expertise, and genuine dedication to ensuring our home buying journey was smooth, stress-free and most importantly, aligned with our financial situation.”
20+ Years Experience
Offers Financing Options
2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Small Businesses, Realtors & Prec, Real Estate Investors
“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.”
In Business Since 2020
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Alpha Oasis

Alpha Oasis

(50)
  • Professional
  • Information
  • Family
“For 20+ years I have received valuable professional financial advice from Bose Odueke the proprietor of Alpha Oasis,  who provided me insightful actionable advice that was instrumental to making important financial decisions such as life insurance.”
In Business Since 2002
Free Initial Consultation
304-80 Corporate Dr, Scarborough, ON M1H 3G5
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Sharptax Consulting

Sharptax Consulting

(50)
Tax and Accounting, Business Services, Financial Planning
“My friends I truly believe it's worth investing money in the expertise of Sharptax because you might just receive even more on your tax return than you would anywhere else, and you have the peace of mind knowing your taxes were handled by a true prof...”
12 Northvale Rd, Markham, ON L6B 1G4
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Sawaya CPA - Tax & Accounting Services

Sawaya CPA - Tax & Accounting Services

(50)
  • Questions
  • Needs
  • Information
“I had the pleasure of working with Edward for my and my wife's taxation, we were really late to get our taxes sorted, it was busy season but still ED helped us, he has done amazing job, we could not be more satisfied, he is very responsive, every que...”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
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Mustafai Immigration

Mustafai Immigration

(49)
PR Card Renewal, Extension of Status, Citizenship Application
“I was not expecting that they will get visa as every one can file your documents and can make money by opening businesses in canada, at first i don't trust and was not satisfied but still my brother had believed on them that they are really hardworki...”
1+ Years Experience
3464 Kingston Rd Suite #208A, Toronto, ON M1M 1R5
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Merrick Financial

Merrick Financial

(49)
Financial Plan, Ongoing Support, Retirement Planning
“My family needed some financial advice with regards to real estate and after looking at a few FP services provided by various firms, we decided to use Chris's FP services because 1) he was the first one to promptly reply to our inquiry 2) provided cu...”
53 Coleridge Ave, Toronto, ON M4C 4H4
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Filing Taxes | Accountant Toronto

Filing Taxes | Accountant Toronto

(41)
Audit & Insurance, U.S Tax Accounting, PC Law Accounting
“I wasn't sure that spending money for a consultation would be wise, but now I feel better and I believe I will save an unknown but possibly frightening amount of money by using the advice I got from them.”
Remote Consultations Available
Free Initial Consultation
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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Fortax

Fortax

(49)
  • Professional
  • Knows
  • Financial
“In every step of my life here in Canada as a student and a young professional they helped me so much by getting my taxes done in a seamless and professional manner.”
Free Initial Consultation
2 St Clair Ave W 18th Floor, Toronto, ON M4V 1L5
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Mak Tax & Accounting Services

Mak Tax & Accounting Services

(48)
Personal Income Tax, Payroll Services, CRA Audit Representation
“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.”
In Business Since 2011
4900 Sheppard Ave E unit 1, Scarborough, ON M1S 4A7
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Ai Financial

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.”
Free Initial Consultation
350 Hwy 7 #310, Richmond Hill, ON L4B 3N2
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Grant Matossian, Cga, CFP

Grant Matossian, Cga, CFP

(47)
Consultation For Personal, Business, Farming & Rental Income Tax, Incorporation and Dissolution of Businesses, Personal & Corporate Financial Planning
“Grant is very knowledgable accountant and he is genuine, i have been working with him since i came to canada for last 4 years he always patiently answers to all my questions with details and gives clear answer and he is the best recommendation that i...”
In Business Since 2009
20 Amber St #6, Markham, ON L3R 5P4
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Canada Freedom Financial Centre

Canada Freedom Financial Centre

(47)
“Extremely so happy,i am glad that I contacted you, this was extremely helpful for situation was in with financial I was struggling through I am not paying anymore interest to the bank I was borrowing, so happy I am not to paying extra money, was paye...”
Free Initial Consultation
77 City Centre Drive, East Tower, Suite 501, Mississauga, ON L5B 1M5
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Patel Accounting and Taxation

Patel Accounting and Taxation

(47)
Personal Tax Return, Payroll Services, Accounting
“Was recommended by a friend after I moved to Canada, being new I wasn't aware of anything about how taxation here works, they helped setup my profile with CRA and also helped me with my returns.”
2100 Ellesmere Rd Suite 112, Scarborough, ON M1H 3C3
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Retirement Planning and Investment Management Services in Bradford, 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 331 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 331 cost profiles.

Why these companies made our list

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