Best Financial Advisors in Brampton, ON

Handpicked from 64 vetted & reviewed Financial Planning & Wealth Management firms in the Brampton area, discover the top 5 leading options among the selected group of 24 finalists.

Antares Financial

Antares Financial

(5)
  • Professional
  • Team
“Excellent service with professionalism and knowledge.”
18 Bayridge Dr, Brampton, ON L6P 2H9
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Birdi Chartered Professional Accountant

Birdi Chartered Professional Accountant

(50)
International Taxes, Corporate Taxes, Incorporation
“Birdi helped offered me a free consultation to help me navigate what I needed to do as a Non-resident with a rental property in Canada as my current accountant was either unable to do it correctly or unable to communicate what they did to me.”
Free Initial Consultation
15 Bramsteele Rd, Brampton, ON L6W 3K6
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(48)
Financial Planning, Accounting Services, Business Advisory
“He has gone above and beyond organizing everything for me going forward, he makes my life easier and as a business owner, that is something I greatly value.”
In Business Since 2019
2130 N Park Dr unit #223-224, Brampton, ON L6S 0C9
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Vida Financial Group

Vida Financial Group

(45)
  • Goals
  • Insurance
  • Family
“We were unsure of what questions to ask, but Kevin Moniz was able to decide which aspect of our financial life we needed help with and checked off all the boxes by answering all of our questions.”
34 Alderway Ave, Brampton, ON L6Y 2B7
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Bizlon

Bizlon

(40)
  • Business
  • Good Services
  • Machine
“Toady , i got the issue that funds was not received by the bank and i reach out to Sameer and he took immediate action and told me that issue will be resolved soon.”
In Business Since 2021
16 Peridot Rd, Brampton, ON L6P 0Z6
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Balvir Saini, CPA & Sandeep Saini, CPA

Balvir Saini, CPA & Sandeep Saini, CPA

(39)
  • Questions
“It was a good experience.”
7-110 Pertosa Dr, Brampton, ON L6X
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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
8 Luella Crescent, Brampton, ON L7A 3J3
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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
1300 Steeles Ave E Unit 206, Brampton, ON L6T 1A2
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Bassi & Karimjee

Bassi & Karimjee

(12)
Advisory, Audit, Accounting Services
“Sitting across the other side of the world to them Bobby and his team always attend to requests promptly and with attention to detail whilst accommodating to time differences and my gap in knowledge of Canadian accounting regulations.”
7900 Hurontario St #504, Brampton, ON L6Y 0P6
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CSR Wealth Management

CSR Wealth Management

(16)
  • Retirement
  • Family
  • Advice
“He is able to facilitate a plan that is uniquely reflective of our personal priorities, and his suggestions for future plans incorporate our own desires for our retirement.”
25+ Years Experience
17 Jerome Crescent, Brampton, ON L6S 2G9
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Reshma Sharma Cpa: Tax & Accounting Firm Brampton

Reshma Sharma Cpa: Tax & Accounting Firm Brampton

(11)
Corporate Tax Returns, Accounting Services, Government Remittances
“One of best CPA: helped with all small needs: Have individual person to help for any day to day activities or concerns: I would recommend 100% to any one”
In Business Since 2017
341 Main St N #209, Brampton, ON L6X 3C7
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Mortgage Financial Hub

Mortgage Financial Hub

(3)
“Best Mortgage Brokers in GTA”
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
Licensed
490 Bramalea Rd #502, Brampton, ON L6T 0G1
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Rajat Malhotra

Rajat Malhotra

(7)
“I,being a new immigrant to canada,was quite uncertain of all the auto insurance and life insurance policies.”
In Business Since 2021
Free Initial Consultation
90 Eastern Ave Unit 31, Brampton, ON L6W 0B6
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Phillips Financial Group

Phillips Financial Group

Financial Planning, Insurance, Investing
“My duties are to work with you and for you, to help you reach your short and long-term financial goals. This is achieved by using a combination of investment strategies, estate planning and insurance products that fit your needs, as well as your budg...”
In Business Since 2016
Free Initial Consultation
9 Liberation Dr, Brampton, ON L6S 3W5
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Langlois Financial Services

Langlois Financial Services

(3)
“This is where I go”
In Business Since 2005
71 Rosedale Ave W, Brampton, ON L6X 1K4
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Hallan Financial Group

Hallan Financial Group

(2)
“She is passionate about her work which reflects very well through her professionalism as she helps all her clients find the best plan for them.”
In Business Since 2023
15 Islington Dr, Brampton, ON L6P 3A6
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G Walia : Insurance & Investment Advisor

G Walia : Insurance & Investment Advisor

(9)
“Wonderful service👍 gurpreet is very polite and gave me great offer .”
48 Dewside Dr, Brampton, ON L6R 0X7
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Adms Financial Services Inc.

Adms Financial Services Inc.

(9)
  • Market
  • Investment
  • Knowledge
“I have been my investing with jaswinder Dhilion for long time started 15 year before getting good returns on my investement i recommened others to contact him for investement best Financial advisor Positive Responsiveness, Quality, Professionalism, ...”
4515 Ebenezer Rd Unit #107, Brampton, ON L6P 0B7
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Kyle Cole

Kyle Cole

(9)
  • Mortgage
“He has exemplary customer service skills and has made the process smooth from start to finish.”
45 Montpelier St, Brampton, ON L6Y 6H4
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Sophie Bun Financial Advisor

Sophie Bun Financial Advisor

(3)
“I had a chance to talk to Sophie, and I must say she really knows her stuff.”
10 Arrowstone Ct, Brampton, ON L6R 0V5
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Accounting Outsource

Accounting Outsource

(1)
“I needed an income tax professional who will be keeping records of my accounting books and provide me with solutions at the right moment, I went to Accounting Outsource of Brampton.”
46 Sandyshores Dr, Brampton, ON L6R 2H2
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Toronto Financial Advisor

Toronto Financial Advisor

180 Queen St W, Brampton, ON L6X 1A8
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108 Financial INC

108 Financial INC

“Your timely, professional and precisely informative help has been apperciated. It is truly a pleasure doing business with you and I will gladly refer you to other friends.”
In Business Since 2019
5 Melanie Dr #10, Brampton, ON L6T 4K8
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Swift Financial Services

Swift Financial Services

30 Maritime Ontario Blvd Unit 28, Brampton, ON L6S 0C2
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Retirement Planning and Investment Management Services in Brampton, ON Cost Estimates

Minimum cost
$1248
Maximum cost
$10608
National Average
$3744
Avg Per Hour Rates
$375
$2496
$6864
Typical price range is based on 487 cost profiles
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Average Cost $3744
Minimum cost $1248
Maximum cost $10608
Avg Per Hour Rates $375

Typical range $2496 to $6864 is based on 487 cost profiles.

Why these companies made our list

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