Best Financial Advisors in Brampton, ON

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Brampton area.

Ranjit Dhillon Broker - Centum Mortgage Smart

Ranjit Dhillon Broker - Centum Mortgage Smart

(30)
Consumer Loans, Life and Disability Insurance, Leasing
“He Helped us with 1st & 2nd mortgage to close on time, then consolidated with a new mortgage, he was still was not satisfied, then he guided us to improve the whole scenario, so we can get the lowest possible rate.”
Transparent Fees & Pricing
In Business Since 2002
Offers Financing Options
Licensed
7956 Torbram Rd unit 20, Brampton, ON L6T 5A2
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Xiphias Investment Migration

Xiphias Investment Migration

(29)
Refugee Sponsorships, Post Landing Service, Temporary Resident (Visitor) Visas and Extensions
“I had a few doubts about immigration to Manitoba initially, but I reached out to XIPHIAS because of the service they provide; it matched my requirements, and they were great at explaining the process.”
In Business Since 2014
Free Initial Consultation
90 Brushwood Dr, Brampton, ON L6Y 6H3
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Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

Avnish Aggarwal, Cpa-Tax , Accounting, Corporation

(30)
Financial Planning, Accounting Services, Business Advisory
“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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Global Accounting Services

Global Accounting Services

(30)
  • Team
  • Advice
  • Questions
“I've been going to Global Accounting to do my families income tax for the last 4 years, Vishal is always willing to answer any questions or concerns we might have.”
In Business Since 2018
49 Hillcrest Ave # 205, Brampton, ON L6W 4V4
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Bizlon

Bizlon

(25)
  • Company
  • Machine
  • Debit
“Zaid did an amazing job by moving my business over to them and I am very happy with the service and follow up calls very professional 🙏keep up the great work”
In Business Since 2021
16 Peridot Rd, Brampton, ON L6P 0Z6
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Gsinsurance

Gsinsurance

(13)
“GS insurance provides the best service in the town, I have met Gurdev Singh Ji for only few minutes but the gentleness and humbleness they shown in a talk gives a reflection of the their personality.”
In Business Since 2018
Free Initial Consultation
8 Luella Crescent, Brampton, ON L7A 3J3
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Bassi & Karimjee

Bassi & Karimjee

(10)
Advisory, Audit, Accounting Services
“My situation is complex as I work in the USA and Canada and they have been extremely supportive and helpful in my transition and in explaining tax laws.”
In Business Since 2011
7900 Hurontario St #504, Brampton, ON L6Y 0P6
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Balvir Saini Cpa, CGA

Balvir Saini Cpa, CGA

(23)
“Very professional and genuine.”
In Business Since 2008
CPA Certified
7-110 Pertosa Dr, Brampton, ON L6X 5E9
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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 22, Brampton, ON L6W 0B6
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EP & Sons Limited

EP & Sons Limited

(9)
“They are very good at what they do and it show with there exalent customer service”
In Business Since 2022
1272 Queen St W, Brampton, ON L6X 0B2
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CSR Wealth Management

CSR Wealth Management

(8)
  • Family
  • Future
  • Retirement
“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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Wilson Chartered Professional Accountants

Wilson Chartered Professional Accountants

Business Consulting, Payroll Services, Business Financing
In Business Since 2013
Offers Financing Options
2 Automatic Rd, Brampton, ON L6S 6K8
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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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Fairwealth Financial

Fairwealth Financial

(1)
Personal TAX Planning, Wealth Management, Insurance
“Abraham is a thorough professional and seasoned financial advisor, we have used his firm and services for years and the trust in him and his advise has only grown over the years.”
In Business Since 2014
10 George St N, Brampton, ON L6X 1R2
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Langlois Financial Services

Langlois Financial Services

(2)
Service Overview, Planning Tools
“Mike Langlois has handled all my investments for over 20 years.”
In Business Since 2005
71 Rosedale Ave W, Brampton, ON L6X 1K4
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Monica Singh - Mortgage Agent & Financial Advisor

Monica Singh - Mortgage Agent & Financial Advisor

(4)
“She is knowledgeable and thoroughly professional.”
In Business Since 2012
90 Eastern Ave Unit 22, Brampton, ON L6W 1X9
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Neno Vukosa Professional Corporation

Neno Vukosa Professional Corporation

Tax Services, Services For Individuals, Quickbooks Services
“As a Chartered Professional Accountant (CPA), our firm is registered and qualified to provide a comprehensive range of tax services. We offer corporate and individual filing services, including T1 and T2 forms. We are experts at analyzing your financ...”
Offers Financing Options
In Business Since 2018
Remote Consultations Available
2 County Ct Blvd 4th floor, Brampton, ON L6W 3X7
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Financial Hut

Financial Hut

(2)
“Davinderji will take the time and effort to understand your needs and provide you with options.”
In Business Since 2021
4 Fanning Trail, Brampton, ON L6P 0H7
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Zoho Consulting

Zoho Consulting

“In Québec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm. Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part,...”
In Business Since 2005
Licensed
35 Pomell Trail, Brampton, ON L6P 3J6
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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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Adms Financial Services Inc.

Adms Financial Services Inc.

(9)
  • 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”
4515 Ebenezer Rd Unit #107, Brampton, ON L6P 0B7
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QB Advisor

QB Advisor

“We provide income tax, accounting and bookkeeping services to individuals, small businesses and corporate clients. Our services are tailored to the unique needs of each client. We work as part of your team, understanding your needs and what matters t...”
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
86 Newport St, Brampton, ON L6S 4S7
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Ufs Insurance

Ufs Insurance

“We, as insurance professionals, provide competitive rates from a multitude of insurance carriers, to ensure you get the best coverage at the best price. Unique Financial Services Inc. works with all the major Canadian insurance providers. Our unique ...”
In Business Since 2013
Free Initial Consultation
831 Bovaird Dr E #25, Brampton, ON L6R 0X9
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G.v.e Financial

G.v.e Financial

Credit Management, Corporate Accounting / Book Keeping, Tax Preparation Corporate and Personal
“With us on your side, you can focus on your business on the front end while we handle your accounts on the backend. Take comfort in knowing that your accounts are in good hands.”
In Business Since 2022
2 County Ct Blvd Suite 400, Brampton, ON L6W 3W8
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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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