Best Financial Advisors in Bradford West Gwillimbury, ON

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Bradford West Gwillimbury area.

Affinity Capital Management Inc.

Affinity Capital Management Inc.

(16)
Dispute/Divorce Mediation, Tax Law, Executor and Trustee Services
“I met Anup at the Health and Wellness Expo, I was not planning to leave this event with a financial advisor but that was the most valuable thing I took away from it.”
In Business Since 2015
45B West Wilmot St suite 208b, Richmond Hill, ON L4B 2P3
i
Elite Private Wealth

Elite Private Wealth

(6)
Estate Planning, Portfolio Analysis, Insurance Analysis
“My associate and I met with Rishi to help our clients with financial planning and tax advice, and from the start we found him to be professional, honest, trustworthy and very knowledgeable regarding his industry and always was able to provide a solut...”
In Business Since 2015
Transparent Fees & Pricing
45B West Wilmot St #212, Richmond Hill, ON L4B 2P3
i
Tanner Financial

Tanner Financial

(8)
“We have worked with Chris for years for our insurance needs, he is always very professional and gets back to us right away, very helpful, I highly recommend him”
In Business Since 2008
Family Business
120 West Beaver Creek Road, Units 20-21, Richmond Hill, ON L4B 1L2
i
M Montgomery Insurance

M Montgomery Insurance

Mortgage Referrals, Group Benefits, Travel Insurance
“Providing our clients with sound insurance advice for over 30 years, we work with our clients to understand their needs and assess the best possible options according to your personal and financial situation.”
In Business Since 2009
60 Kilkenny Trail, Bradford, ON L3Z 3C5
i
Dundee Private Investors

Dundee Private Investors

“Mining has a critical role to play in the future of the world's economy, and we are purpose-driven to help the next generation of mining companies and projects do things right the first time – with the best available operational, technical, environme...”
In Business Since 2004
45 Holland St E, Bradford, ON
i
Fisico Group

Fisico Group

“We'll help you select a site, plan your building, and oversee the development of your commercial development with our extensive commercial building experience.”
In Business Since 2017
Offers Financing Options
35 West Pearce St unit 32, Richmond Hill, ON L4B 3A9
i
Investment Planning Counsel - Rick Umbrio

Investment Planning Counsel - Rick Umbrio

“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
In Business Since 2020
405-3901 Highway #7 West, Vaughan, ON L4L 8L5
i
TK Dale Wealth

TK Dale Wealth

(7)
  • Investment
“Being a new comer to Canada i needed someone to show me the correct way to invest my money and he is the guy !”
In Business Since 2021
Licensed
Shared with SE Telecom, 17075 Leslie St #7, Newmarket, ON L3Y 8E1
i
Carruthers Financial & Associates

Carruthers Financial & Associates

(7)
“I have been investing with Carruthers Financial for years, they continue to be on top of their game when it comes to financial advice at every life stage.”
In Business Since 2004
15054 Yonge St, Aurora, ON L4G 1M4
i
John Fischer - Desjardins Financial Security Investments

John Fischer - Desjardins Financial Security Investments

(9)
  • Investing
“John knows his stuff and can definitely help set you and your family today for a bright future.”
In Business Since 2019
92 Caplan Ave Suite 401, Barrie, ON L4N 9J2
i
Covenant Wealth Financial Services

Covenant Wealth Financial Services

(5)
Cash Flow Management, Wealth Management, Life Insurance
“Recently I received financial services from Joy Adams and I was very pleased with her explanation and detailed information about our family insurance policies.”
In Business Since 2005
Licensed
2095 Thompson St, Innisfil, ON L9S 1T1
i
IPC Securities Corporation - Theresa Bartley

IPC Securities Corporation - Theresa Bartley

(2)
Private Wealth
“For 11 years, Theresa has given me sound financial advice and managed my resources with wisdom.”
In Business Since 2013
431 Timothy St, Newmarket, ON L3Y 1P7
i
Roberts & Company Professional Corporation

Roberts & Company Professional Corporation

(5)
  • Accounting
“They went back 3 years and adjusted my Returns for errors and for legitimate deductions that were missed and I received these adjusted tax refunds promptly.”
In Business Since 2020
144 Wellington St E, Aurora, ON L4G 1J1
i
Ryan Stephenson - Manulife Securities

Ryan Stephenson - Manulife Securities

“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our...”
In Business Since 2019
Free Initial Consultation
237 Mapleview Dr E, Barrie, ON L4N 0W5
i
Reynbridge

Reynbridge

(4)
“Rob is amazing guy he helped me with my loan and he was so kind during the process.”
In Business Since 2019
465 Davis Dr Suite 309, Newmarket, ON L3Y 7T9
i
York Credit Newmarket

York Credit Newmarket

(5)
Business Debt Relief Program, Credit Counselling, Income Tax Debt
“While things are finally opening up in Ontario, these past two years have put HUGE financial hardships on me and my colleagues as well as countless of others.”
Free Initial Consultation
In Business Since 2013
CCCS Certified
2001 Sheppard Ave E, Toronto, ON, M2J 0A1
i
Infinite Financial

Infinite Financial

(12)
  • Professional
“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”
In Business Since 2010
387 Mapleview Dr W, Barrie, ON L4N 9G4
i
Sandra L Fawcett CA/ CPA

Sandra L Fawcett CA/ CPA

(2)
“They handle it all (from personal to business) so conveniently, when I start up my own business next year I will get them to do my business practice as well.”
In Business Since 2001
Licensed
12764 Yonge St, Richmond Hill, ON L4E 3V3
i
Foster Thibeault Youell Radley Chartered Professional Accountants

Foster Thibeault Youell Radley Chartered Professional Accountants

(2)
“Our small company and associated holdings have been dealing with MFTY for close to 24 years and wouldn't consider going anywhere else.”
In Business Since 2022
15449 Yonge St #101, Aurora, ON L4G 1P3
i
Alliston Financial - Investment Planning Counsel

Alliston Financial - Investment Planning Counsel

(1)
“Anytime I need support they're there to help me!”
In Business Since 2010
180 Parsons Rd Unit 13, Alliston, ON L9R 1E8
i
Stonehaven Financial Group

Stonehaven Financial Group

(1)
“He was very thorough and took the time to explain anything we were unsure of.”
In Business Since 2015
46 Wellington St E, Aurora, ON L4G 1H5
i
Liahona Capital

Liahona Capital

In Business Since 2014
NRD #47620
301 Bryne Dr Unit 9, Barrie, ON L4N 8V4
i
Prolaunch Corporation

Prolaunch Corporation

(2)
Health Insurance Buyout Agreements, Wealth Succession Estate Advisory, High-Interest Bank Savings Account
“Amazing new Barrie office for our clients, partners, growing network of female founders & independent advisory professionals serving Ontario, Canada and the United States.”
In Business Since 2008
92 Caplan Ave Suite 613, Barrie, ON L4N 9J2
i
Assante Capital Management

Assante Capital Management

(16)
  • Retirement
  • Future
  • Fees
“Josh is a very knowledgeable and committed financial planner who has successfully managed my portfolio for over ten years, He is very skilled at helping me readjust financial goals based on changes in my life.”
576 Bryne Dr, Barrie, ON L4N 9P6
i

Retirement Planning and Investment Management Services in Bradford West Gwillimbury, ON Cost Estimates

Minimum cost
$1218
Maximum cost
$10353
National Average
$3654
Avg Per Hour Rates
$366
$2436
$6699
Typical price range is based on 302 cost profiles
Click to copy
Successfully copied!
Average Cost $3654
Minimum cost $1218
Maximum cost $10353
Avg Per Hour Rates $366

Typical range $2436 to $6699 is based on 302 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top