Degraaf Financial Strategies
“She has smart solutions for her clients and we work very well together!”
Best Financial Advisors in Burlington, ON
24 firms listed · all 24 in Burlington · 1 open weekends · 22 rated 4.5+
Data verified October 21, 2026
Maduri Financial Group
“Knowledgeable, professional, and caring - exactly what you want from someone who takes care of your finances.”
Jacobs Financial
“My husband and I were very pleased with Ben's professional advice, and impressed by the time and attention he gave to solving a unique financial problem.”
Bold Barrel Financial - Kevin Schuster
“I have had the pleasure of meeting Kevin couple of times and what stands out most about him is his easy to relate personality and passion towards helping his clients.”
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Metherell Financial
“Regardless of the size of your portfolio the team at Metherell Financial are always looking out for you and always willing to address any questions or concerns.”
Dean Paley, Cpa, CGA
“Highly recommend working with Dean - highly responsive and client-centred, extremely knowledge, will go the extra mile to meet all of your accounting needs.”
The 24 firms listed for Burlington, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Burlington, ON
All 24 firms we list here are in Burlington itself. We have 50 firms in Burlington on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.0 to 5.0 across 130 reviews; 22 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), financial planning (3), insurance planning (2), retirement planning (2) and tax planning (2). 1 lists staff certifications (CFP). Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 15 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Burlington take financial planning bookings online?
4 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Halton Wealth Management
“Over the years he has helped us grow our portfolio enabling us to retire a little earlier than expected and still live life within our means and worry free.”
IPC Securities Corporation - Paolo Sabatini
Blackmore Levy Group
“Joanna was very passionate in providing me with exceptional sound advice while ensuring I fully understood and felt comfortable with my financial decision.”
Sovereign Wealth
“I have learned a lot from her and her guests and if I had money to invest I would be confident that she could make it grow.”
Mueller Financial Group
Integrity Wealth Management
Yesterday Today-Tomorrow Financial
Excelplan Financial/Investia Financial Services
“My parents are in a good financial position thanks to the advise they have provided over the years.”
Rocklinc Investment Partners
“If you're looking for an investment advisor who will carefully explain, and then implement their time-tested approach toward managing your portfolio with long term perspective and integrity, I recommend RockLinc.”
IPC Investment Corporation - Kris Dureau
“They have looked after our financial information for several years and we continue to be pleased with the service and our financial results!”
Pathview Financial
Wilk Grzadka Group - IG Private Wealth Management
“They helped set our family on the path towards wealth accumulation along with providing excellent insurance, estate and tax planning strategies.”
IPC Investment Corporation - Wade van Bostelen
IA Private Wealth
Aldershot Financial Group
Schwab Financial Services
Halton Financial Group
Niagara Wealth Advisors of Aligned CP and Niagara Wealth Group
Why these companies made our list
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