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.
“Excellent service with professionalism and knowledge.”
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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.”
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.”
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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.”
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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.”
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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.
“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.”
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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.”
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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.”
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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.”
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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”
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Mortgage Financial Hub
(3)
“Best Mortgage Brokers in GTA”
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Rajat Malhotra
(7)
“I,being a new immigrant to canada,was quite uncertain of all the auto insurance and life insurance policies.”
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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...”
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Langlois Financial Services
(3)
“This is where I go”
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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.”
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G Walia : Insurance & Investment Advisor
(9)
“Wonderful service👍 gurpreet is very polite and gave me great offer .”
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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, ...”
i
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Kyle Cole
(9)
Mortgage
“He has exemplary customer service skills and has made the process smooth from start to finish.”
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Sophie Bun Financial Advisor
(3)
“I had a chance to talk to Sophie, and I must say she really knows her stuff.”
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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.”
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Toronto Financial Advisor
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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.”
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Swift Financial Services
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Retirement Planning and Investment Management Services in Brampton, ON Cost Estimates