Best Financial Advisors in Burlington, ON

Handpicked from 54 vetted & reviewed Financial Planning & Wealth Management firms in the Burlington area, discover the top 5 elite providers among the selected group of 24 finalists.

Sovereign Wealth

Sovereign Wealth

(2)
“Both ladies, Christine and Whitney have always been exceedingly professional in my communication with them.”
In Business Since 2005
627 Guelph Line, Burlington, ON L7R 3M7
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Degraaf Financial Strategies

Degraaf Financial Strategies

(15)
  • Investments
“LEONY is a true professional, generous with her time, clearly explains details for clients, and gives equal attention to them regardless of their status or amount to invest.”
In Business Since 2003
Family Business
769 Old York Rd, Burlington, ON L7P 4X8
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Scan Consulting Group

Scan Consulting Group

(13)
  • Team
  • Small Business
  • Financial
“I"m a proud customer of Scan Consulting Group for about a year and continue to be due to their outstanding service and their very personalized approach.”
In Business Since 2019
Offers Financing Options
1940 Ironstone Dr Unit 102, Burlington, ON L7L 0E4
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Maduri Financial Group

Maduri Financial Group

(4)
Overview, For Businesses, For Individuals
“Extremely professional, responsive, with the ability to provide a full financial plan inclusive of budgeting, life insurance, retirement and tax planning, investment accounts, and everything in between.”
In Business Since 2017
Offers Financing Options
5575 N Service Rd #500, Burlington, ON L7L 6M1
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The William Douglas Group - Financial Advisor

The William Douglas Group - Financial Advisor

(12)
  • Questions
“I am totally pleased with "The William Douglas Group"!”
In Business Since 2002
1005 Skyview Dr #101, Burlington, ON L7P 5B1
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.1 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
Hudson Wealth and Trust Planning Group

Hudson Wealth and Trust Planning Group

(2)
“Granted, I lacked experience in those specific realms of finance back in 2015 but the passage of time has proven his recommendations on all fronts to be infallible”
In Business Since 2017
Transparent Fees & Pricing
Free Initial Consultation
5575 N Service Rd suite 500, Burlington, ON L7L 6M1
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Dean Paley, Cpa, CGA

Dean Paley, Cpa, CGA

(6)
Accounting, Tax Services, Financial Planning
“Highly recommend working with Dean - highly responsive and client-centred, extremely knowledge, will go the extra mile to meet all of your accounting needs.”
In Business Since 2009
1455 Lakeshore Rd., Burlington, ON L7S 2J1
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Ben Jacobs, MA, Financial Advisor

Ben Jacobs, MA, Financial Advisor

(9)
  • Company
  • Pleasure
  • Investments
“Ben Jacobs is a knowledgeable and dedicated Financial Specialist and Educator focused on partnering with Entrepreneurs & Corporate Teams to retain their talented Employees through important benefits that increase the symbiotic relationship between Em...”
In Business Since 2018
4145 N Service Rd 2nd Floor, Unit 208, Burlington, ON L7L 6A3
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Craig Clark V

Craig Clark V

(9)
“Clark and Kathy made the daunting task of going through pages upon pages of mortgage documents easy to understand and made the whole situation as pain-free as possible.”
In Business Since 2000
3455 Harvester Rd, Burlington, ON L7N 3P2
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Bold Barrel Financial

Bold Barrel Financial

(4)
  • Retirement
“Specifically focused on alternatives that could in some cases replicate the pension details at a cost resulting in the client receiving the difference .”
In Business Since 2020
Free Initial Consultation
1357 Majestic Dr, Burlington, ON L7M 1G4
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Metherell Financial

Metherell Financial

(4)
Insurance & Living Benefits, Investment Management, Planning
“Knowledgeable, friendly, quick to respond, able to address any questions or concerns in a timely and professional manner and cater services towards your personal financial goals.”
In Business Since 2011
2289 Fairview St #106, Burlington, ON L7R 2E3
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Blackmore Levy Group

Blackmore Levy Group

(4)
Foundation, Eliminating Bad Debt, Leveraging Good Debt
“I never really understood the concept of financial architecture until I worked with Joanna and her team at the Blackmore Levy Group, but soon learned the wisdom of such an approach to financial planning - getting my financial house in order.”
In Business Since 2017
3310 S Service Rd Suite 202, Burlington, ON L7N 3M6
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Tammy M. Alpe Professional Corporation

Tammy M. Alpe Professional Corporation

(2)
Accounting & Assurance, Bookkeeping Payroll Services & Sales TAX Compliance, Personal AND Corporate TAX Compliance
“Tammy has been doing our personal taxes and business taxes for over 10 years.”
In Business Since 2014
460 Brant St Unit 11, Burlington, ON L7R 4B6
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Integrity Wealth Management

Integrity Wealth Management

(1)
“An exception organization with innovative financial planning strategies.”
30+ Years Experience
Family Business
3365 Harvester Rd Suite 111, Burlington, ON L7N 3M8
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IPC Securities Corporation - Paolo Sabatini

IPC Securities Corporation - Paolo Sabatini

(1)
Estate Planning, Tax Planning, Cash & Credit Management
“*****Moved to 4170 Fairview St.”
In Business Since 2012
4170 Fairview St #3, Burlington, ON L7L 0G7
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Mueller Financial Group

Mueller Financial Group

(1)
“The ideology is based on traditional time proven models and safety nets.”
In Business Since 2014
Offers Financing Options
5575 N Service Rd #500, Burlington, ON L7L 6M1
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Hynek Financial Group

Hynek Financial Group

(1)
“Luckily I met Cara Winfield at Hynek Financial who helped me navigate the insane maze of life insurance, walked me though every step in terms I could understand, answered all of my 3.”
In Business Since 2007
Free Initial Consultation
5500 N Service Rd #209, Burlington, ON L7L 6W6
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Aldershot Financial Group

Aldershot Financial Group

“Aldershot Financial Group of ACPI guides families through decisions that affect their financial well-being and investments. We offer comprehensive financial advice and a simpler, smarter alternative for investing.”
In Business Since 2010
Transparent Fees & Pricing
107 Plains Rd W #7, Burlington, ON L7T 1E8
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Excelplan Financial/Investia Financial Services

Excelplan Financial/Investia Financial Services

(2)
“My parents are in a good financial position thanks to the advise they have provided over the years.”
In Business Since 2004
440 Elizabeth St #300, Burlington, ON L7R 2M1
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Halton Wealth Management

Halton Wealth Management

(4)
Customized Investment Solutions, Household Budget Management, Asset Management
“I really appreciate the 100% service and dedication he gives to his clients and his up-to-date knowledge of what is happening in today's economy and how it affects his clients.”
In Business Since 2002
Transparent Fees & Pricing
1001 Champlain Ave Suite 300, Burlington, ON L7L 5Z4
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Wilk Grzadka Group - IG Private Wealth Management

Wilk Grzadka Group - IG Private Wealth Management

(4)
  • Portfolio
“They assisted in the incorporation of my medical practice, connected us with accountants that assisted with tax planning, and set out a plan for how our retirement would be funded, as well as setting up a whole life insurance policy and have assisted...”
In Business Since 2018
390 Brant St Unit #600, Burlington, ON L7R 4J4
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IA Private Wealth

IA Private Wealth

Services We Offer, Frequently Asked Questions, Change of Address
“Our approach is completely personalized because we know that every client's life situation and goals are different. We create a customized financial plan for you based upon your current circumstances, the future you desire, and your own personal risk...”
In Business Since 2016
695 Brant St, Burlington, ON L7R 2H4
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Schwab Financial Services

Schwab Financial Services

(1)
“Great financial services company!”
In Business Since 2002
3370 S Service Rd, Burlington, ON L7N 3M6
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Halton Financial Group

Halton Financial Group

“Together we can determine if your current plan is in line to meet and hopefully exceed your long-term goals and expectations. Together we will develop and implement a detailed financial plan so that you can achieve your aspirations. This is done by c...”
In Business Since 2001
1001 Champlain Ave #300, Burlington, ON L7L 5Z4
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Retirement Planning and Investment Management Services in Burlington, ON Cost Estimates

Minimum cost
$1243
Maximum cost
$10564
National Average
$3729
Avg Per Hour Rates
$373
$2486
$6836
Fair price range is based on 471 cost profiles
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Average Cost $3729
Minimum cost $1243
Maximum cost $10564
Avg Per Hour Rates $373

Fair range $2486 to $6836 is based on 471 cost profiles.

Why these companies made our list

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